Manually record a RAMS review outcome
Record a manual pass or fail decision for a subcontractor’s RAMS, attach the reviewed documents, select fail reasons, and choose whether to notify the subcontractor.
This guide is designed for project manager.
Steps
Step 1: Open the manual RAMS review dialog
Open the RAMS item you want to review and choose the option to record a manual review, which opens the Manual RAMS Review dialog as a pop-up over your current page.
Step 2: Add or pick the RAMS documents you reviewed
In the Documents section, upload the RAMS files using drag-and-drop or the upload area, or use the document picker to select existing documents so the review is clearly tied to specific files.
Step 3: Review the list of attached documents
Check the attachments list to confirm all relevant RAMS documents are included, removing any that were added by mistake before recording your decision.
Step 4: Choose a pass or fail decision
In the Decision section, select the large Pass or Fail button to record your verdict based on the RAMS documents you have just attached.
Step 5: If failing, select the reasons for the decision
When you choose Fail, pick at least one fail reason from the predefined chips so that the decision is properly explained and consistent with other RAMS reviews.
Step 6: Add an optional note for extra context
Enter an optional written note to give additional context or site-specific instructions that are not covered by the standard fail reasons.
Step 7: Choose whether to email the subcontractor
In the Tell the subcontractor section, use the toggle to decide if an email should be sent, with the subcontractor contact pre-filled and emailing turned on by default for failures.
Step 8: Submit the manual RAMS review
Review your attachments, decision, reasons and email choice, then click the submit button to save the manual review and apply the outcome to the RAMS record.
Last updated: 2026-08-31