GeoCRM
Built for Australian geotechnical teams

Digital SWMS workflow for geotechnical field operations.

Prepare project-specific Safe Work Method Statements, control review and approval, and retain worker sign-on with the job record.

Structured SWMS records Approval workflow Digital sign-on

Australian geotechnical workflow

Keep the current safety record available to the people doing the work.

A Safe Work Method Statement is required for high-risk construction work and must describe the work, hazards, risks and control measures in a form that can be implemented and monitored. A stored template alone does not show that the SWMS was relevant to the actual job or available to the people doing the work. GeoCRM can connect the applicable SWMS workflow to the project, site and scheduled job, helping teams control versions, acknowledgements and review records. The person conducting the business or undertaking remains responsible for legal duties, consultation, site-specific controls and supervision.

[01] Safety and compliance

Make the current safety record available to the people doing the job. Prepare project-specific safety documentation, control its approval and retain acknowledgements with an auditable history.

Preparation

Build SWMS records from controlled hazards, controls and project-specific details.

Review and approval

Move safety documentation through review before it is used in the field.

Digital sign-on

Capture worker acknowledgement against the current approved record.

Audit trail

Retain versions, status and responsibility with the project context.

Available capability A practical capability set for Australian geotechnical operations. Configure terminology, permissions and workflow to suit your business and technical procedures.

  • Project-specific SWMS
  • Hazards and controls
  • Review and approval status
  • Digital acknowledgements
  • Revision history
  • Project and job linkage

How it works in GeoCRM A practical workflow from setup and capture through review, delivery and retained project evidence.

Identify the work and hazards

Determine whether the activity is high-risk construction work and assess the actual site conditions.

Prepare or select the SWMS

Use an approved document that addresses the work, hazards, risks and control measures.

Brief and acknowledge

Make the current SWMS available to workers and record the required consultation or acknowledgement.

Monitor and review

Confirm controls are followed and revise the SWMS when work or conditions change or controls are ineffective.

Operational detail for geotechnical teams Concrete capabilities for Australian consultancy, field and laboratory workflows.

Job-linked documents

Associate the applicable SWMS with the project, site and work activity.

Version visibility

Reduce the chance of field staff relying on an obsolete document.

Acknowledgement records

Support evidence that the document was made available and discussed as required.

Review triggers

Make changes, exceptions and re-briefing easier to track.

Role-based access

Control who can prepare, approve, distribute or acknowledge records.

Searchable history

Retain the document and related workflow with the job evidence.

SWMS FAQs

Does every geotechnical field job require a SWMS?

Not necessarily. SWMS requirements apply to high-risk construction work. The duty holder must assess the work against current WHS law and site requirements.

Does GeoCRM make a SWMS legally compliant?

No. It supports document and acknowledgement workflow; the content, consultation, controls and implementation remain the duty holder's responsibility.

Can one generic SWMS cover every site?

A SWMS must be suitable for the work and conditions. It may need site-specific review or amendment when risks or controls differ.

What happens if conditions change?

Work and controls should be reviewed, and the SWMS revised and re-communicated when required.

See it with your own workflow

Review one field-safety workflow in the demo.

Bring a real project, schedule, field record, laboratory request or report. We will show how the workflow can be configured without asking you to share confidential client data.