Sharing SWMS Templates With Subcontractors

Sharing SWMS Templates With Subcontractors

Please note:
We are in the process of updating our help guides. In the past few months, there have been many upgrades to the app, so we apologise if the instructions do not match your use. If you are having trouble location or using a feature, please use the in-app chat feature to get in touch with the Trade Trak development team.

When creating a SWMS template, you have the option to share access with subcontractors.

To find out how to create SWMS templates in Trade Trak, read our knowledge base article here.

1) Access SWMS Builder

To create a new SWMS template, click on your icon or name in the top right corner from any page on Trade Trak, from the drop-down menu select ‘Templates’, and then ‘SWMS Templates’.

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2) Template Permissions

When in the ‘SWMS Template’ page, click ‘Create’ to build a new template.
One of the first options when building your new template is selecting who the template is available to.


  • Company
  • Subcontractors
  • Both

This means that you can create SWMS specific for subbies or permanent workers, and create more general SWMS for both.

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