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Manage BS 5975 authorisations for a temporary works item

Assign named individuals to BS 5975 roles and manage their authorisation status for a specific temporary works item.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Authorisations tab for a temporary works item​

From the temporary works item view, switch to the Authorisations tab to see the BS 5975 authorisation matrix showing all five roles and their current status.

Open the Authorisations tab for a temporary works item

Step 2: Review role descriptions and current signatories​

In the matrix, review each role row to see its description, the currently assigned signatory (if any), and the status pill indicating whether they are pending, invited, or completed.

Review role descriptions and current signatories

Step 3: Assign or change a signatory for a role​

For the relevant role row, select the option to assign or change the signatory, then choose an existing project member or enter an external email address in the assignment dialog to link that person to the role.

Assign or change a signatory for a role

Step 4: Send an invite to sign for the selected role​

After a signatory is assigned, use the "Invite to sign" action to issue a one-shot sign-on link so the named individual can provide their BS 5975 sign-off for that role.

Send an invite to sign for the selected role

Step 5: Monitor and refresh authorisation status​

Use the status pills and any refresh actions to monitor whether each signatory has completed their sign-off, paying particular attention to the Independent Checker as permit-to-load is gated to this individual.

Monitor and refresh authorisation status

Step 6: Remove an existing authorisation if required​

If a signatory needs to be replaced, use the remove action for that role and confirm in the dialog; this clears the current signatory so you can assign a new individual.

Remove an existing authorisation if required

Last updated: 2026-08-31