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Set the RAMS request recipient

Use organisation and contact pickers to set or adjust who will receive a RAMS request for a project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the RAMS recipient section​

Navigate to the RAMS request flow and locate the recipient section showing the submitting company and named contact fields.

Open the RAMS recipient section

Step 2: Choose the submitting company​

In the "Submitting company" field, search for and select the subcontractor that will submit the RAMS; the contact list will be scoped to this company.

Choose the submitting company

Step 3: Create a new company if needed​

If the correct company is not listed, use the inline quick-create option to add a new organisation, which will automatically be treated as a subcontractor unless configured otherwise.

Create a new company if needed

Step 4: Select the named contact​

In the "Named contact" field, pick the appropriate person from the selected company; their name and email will automatically populate the recipient fields.

Select the named contact

Step 5: Create a new contact if needed​

If the correct person is not available, use the quick-create option to add a new contact for the selected company and then select them as the named contact.

Create a new contact if needed

Step 6: Review and adjust name and email​

Check the auto-filled recipient name and email, and manually edit these fields if you need to override the suggested details before proceeding.

Review and adjust name and email

Last updated: 2026-08-12