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How do I view which documents (e.g. SWMS) a worker has signed?

Confirming that a specific worker has read and acknowledged the required documents.

When a subcontractor's SWMS is approved and set up for sign-off, workers read and sign it when they check in to your site. You can check who has signed in two ways: start from the document to see everyone who signed it, or start from the worker to see their records.

Before you start

  • Access: You need to be a Company Host or Site Host for the site. If you don't have access, contact your Breadcrumb administrator.
  • Sign-off must be turned on: Signatures are only collected for document types that are set up for worker sign-off. If a document type doesn't require sign-off, you won't see a list of signatures for it.
  • Approved documents only: Workers can only sign a document once it's approved. Pending or rejected documents have no signatures.

See everyone who signed a document

Use this when you want to confirm a whole crew has signed a SWMS.

  1. Click Sites in the left-hand menu and open your site.
  2. Click the Company Docs tab.
  3. Search or filter to find the document, such as the subcontractor's SWMS.
  4. Click the document to open it.
  5. Scroll to the sign-off section to see each worker who has signed and when.

You can also download the document as a PDF from here.

See a worker's records

Use this when you need to check one person, for example after an incident or before they start a task.

  1. Click Sites in the left-hand menu and open your site.
  2. Click the People tab.
  3. Search for the worker and click their name to open their profile.
  4. Click the Company docs tab to see the documents for their company on your site.

Other tabs on the worker profile

  • Form submissions: Forms the worker has completed or signed.
  • Inductions: Inductions they've submitted and their status.
  • Attendance: When they checked in and out, so you can match a signature to a visit.

Good to know

  • New versions need new signatures: When a subcontractor uploads an updated SWMS and it's approved, workers sign the new version at their next check-in. Check the version you're looking at when confirming a signature.
  • Optional or mandatory sign-off: If sign-off is mandatory, workers can't check in until they sign. If it's optional, workers can check in without signing, so not everyone on site may appear in the sign-off list.
  • Expired documents: When a document reaches its expiry date it becomes inactive and workers can no longer sign it.