job_workorder_swms_subcontractor

Safe Work Method Statement (SWMS) Management for Construction / Contracting Project Job Orders

SWMS Approval Workflow with Digital Contractor Signatures

SWMS Compliance Workflow for Job Orders in Odoo

This module enables the creation and management of Safe Work Method Statements (SWMS) as compliance certificates that must be approved before progressing a Job Order. It integrates SWMS with Job Order stages, enforces approval validation, provides contractor portal access with digital signature support, and generates a professional PDF report for compliance documentation.


Purpose of the Module

The purpose of this module is to digitize and standardize the creation and approval of Safe Work Method Statements (SWMS) within Odoo.

Instead of managing SWMS documents manually through emails or external files, this module allows organizations to create structured SWMS certificates directly within the system using a multi tab form interface.

The module ensures that each SWMS follows a defined approval workflow (Draft → Submitted → Approved → Rejected), guaranteeing that safety documentation is properly reviewed before operational work begins.

It integrates SWMS directly with Job Orders, requiring users to select an SWMS certificate during job creation and validating its approval status during stage transitions.

Overall, this module strengthens compliance control, improves safety documentation management, and ensures that no Job Order progresses without an approved SWMS certificate.

Real World Problem It Solves

In many construction and industrial environments, Safe Work Method Statements are handled manually through paper documents or email based approvals. This often results in missing approvals, outdated documents, and lack of visibility into the current compliance status.

Job Orders may proceed without verifying whether an SWMS has been approved, creating safety risks and potential regulatory non compliance. Additionally, collecting contractor signatures and maintaining proper documentation can be time consuming and difficult to track.

This module solves these challenges by enforcing mandatory SWMS selection during Job Order creation, restricting stage progression if the SWMS is not approved, and enabling contractor portal access for review and digital signatures.

With automated workflow control and integrated PDF reporting, organizations can ensure structured safety compliance, improved accountability, and centralized SWMS record management.

Safe Work Method Statement (SWMS) Management

This module enables the creation and management of Safe Work Method Statements (SWMS), which function as compliance certificates that must be approved prior to proceeding with a Job Order.

Key Features:

  • SWMS Certificate Creation
  • Users can create an SWMS certificate through a structured multi tab form interface.
  • Includes tabs for Description, Hazard Identification and Risk Control Measures, High Risk Work Activities, Plant and Equipment, Personal Protective Equipment (PPE), Emergency Procedures, and Digital Signatures.
  • Supports a controlled workflow with defined states such as Draft → Submitted → Approved → Rejected.
  • Status updates automatically based on review and approval actions.
  • Integration with Job Orders
  • Requires selection of an approved SWMS certificate during Job Order creation.
  • Displays selected SWMS details directly within the Job Order for reference.
  • Validates SWMS approval status during Job Order stage transitions.
  • Restricts stage progression if the SWMS certificate is not approved, ensuring compliance.
  • Contractor Portal Access
  • Contractors can view all assigned SWMS records from the portal.
  • Allows review of SWMS details directly through the portal interface.
  • Enables digital signature submission from the portal.
  • Signed information is instantly updated in the backend system.
  • SWMS PDF Report
  • Generates a professionally designed PDF report for SWMS certificates.
  • Consolidates all SWMS details, risk assessments, and signatures into a structured compliance document suitable for record keeping and submission.

Check App Here

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