Manage safety actions in the lifecycle sidebar
Use contextual safety actions to progress RAMS and related lifecycle tasks directly from the sidebar.
This guide is designed for project manager.
Steps
Step 1: Review available safety actions
Open the relevant lifecycle or RAMS view and look at the Safety actions card, where all contextual actions are listed with an icon and short label.
Step 2: Check action details and availability
Hover over an action to see a tooltip description, and look for any greyed-out actions with explanatory text indicating why they are unavailable.
Step 3: Run an AI RAMS review
Select the action to run a RAMS audit when it is available, triggering the automated checks defined for this lifecycle stage.
Step 4: Record a manual review decision
Choose the manual review action to log your decision when an AI review is not appropriate or has already been completed.
Step 5: Request RAMS from a contractor
Click the request RAMS action to prompt the contractor to submit or update their RAMS for the current work package.
Step 6: Issue operative sign-off
Use the operative sign-off action to record that operatives have reviewed and signed the RAMS for this task or phase.
Step 7: Raise a permit to work
Select the permit to work action to start or open the permit process required before work can proceed on site.
Step 8: Brief the team
Use the brief team action to confirm that the team has been briefed on the RAMS and any associated safety requirements.
Step 9: Raise a request for information (RFI)
Click the RFI action to raise a safety-related query when RAMS or supporting information is unclear or incomplete.
Step 10: Monitor action progress and errors
After selecting an action, wait for the brief loading state to finish, and if any error message appears at the top of the card, review it and retry or adjust your next steps.
Last updated: 2026-08-31