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Request RAMS documents for a job

Use a lightweight dialog to request specific RAMS documents from a recipient and send a pre-filled public page in one action.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the request upload dialog​

Open the lightweight request upload dialog from your current workflow to review the pre-filled RAMS request page in a read-only view.

Open the request upload dialog

Step 2: Review the pre-filled RAMS guidance​

Check the pre-filled RAMS guidance and job details shown in the dialog so you know exactly what will be sent to the recipient.

Review the pre-filled RAMS guidance

Step 3: Choose which documents to request​

In the document picker group, select the documents you want the recipient to upload, such as the Method Statement and Site Plan.

Choose which documents to request

Step 4: Confirm the recipient details​

Enter or confirm who should receive the RAMS request so the system knows where to send the public page link.

Confirm the recipient details

Step 5: Send the RAMS request​

Submit the dialog to send the RAMS request in one action, creating the public page with the exact same payload as the full wizard and logging the event for analytics.

Send the RAMS request

Last updated: 2026-07-23