Manage site authorisation details in the wizard
Use the site authorisation wizard steps to confirm key safety details, capture evidence photos and record supervisor sign-off for a work site.
This guide is designed for project manager.
Steps
Step 1: Start the site authorisation wizard
Open the site authorisation wizard from your project or work site, then begin the guided steps to record required safety and compliance information.
Step 2: Answer yes/no safety and compliance questions
For each section, use the yes/no buttons to confirm whether the required arrangements are in place, ensuring all mandatory questions have been answered before continuing.
Step 3: Capture and attach competence card photos
When prompted, use the photo capture control to take or upload clear images of team competence cards so they are stored against the site authorisation record.
Step 4: Add and remove evidence photos
Use the add or remove options next to each photo control to upload new evidence images or delete incorrect attachments before submitting the wizard.
Step 5: Capture statutory inspection and condition-on-arrival photos
For statutory inspections and site condition-on-arrival, repeat the photo capture process to provide visual proof that checks have been carried out.
Step 6: Review and confirm the authorisation summary
On the final step, review your answers and attachments, then complete the wizard so the site authorisation record is saved for the project.
Last updated: 2026-08-08