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  1. APPS
  2. Project
  3. Safe Work Method Statement (SWMS) Management for Construction / Contracting Project Job Orders v 19.0
  4. Sales Conditions FAQ

Safe Work Method Statement (SWMS) Management for Construction / Contracting Project Job Orders

by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com
Odoo

$ 269.15

v 19.0 Third Party
Live Preview
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Project (project)
• Discuss (mail)
• Inventory (stock)
• Purchase (purchase)
• Invoicing (account)
• Employees (hr)
Community Apps Dependencies Show
• Project Job Costing (Contracting) and Job Cost Sheet for Construction
• Requisitions Material Stock and Purchase by Employees | User Material Request and Purchase Requisition Workflow in Odoo
Lines of code 5940
Technical Name job_workorder_swms_subcontractor
LicenseSee License tab
Websitehttp://www.probuse.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Project (project)
• Discuss (mail)
• Inventory (stock)
• Purchase (purchase)
• Invoicing (account)
• Employees (hr)
Community Apps Dependencies Show
• Project Job Costing (Contracting) and Job Cost Sheet for Construction
• Requisitions Material Stock and Purchase by Employees | User Material Request and Purchase Requisition Workflow in Odoo
Lines of code 5940
Technical Name job_workorder_swms_subcontractor
LicenseSee License tab
Websitehttp://www.probuse.com
  • Description
  • License

Safe Work Method Statement (SWMS) Management for Construction / Contracting Project Job Orders

SWMS Approval Workflow with Digital Contractor Signatures

SWMS Compliance Workflow for Job Orders in Odoo

This module enables the creation and management of Safe Work Method Statements (SWMS) as compliance certificates that must be approved before progressing a Job Order. It integrates SWMS with Job Order stages, enforces approval validation, provides contractor portal access with digital signature support, and generates a professional PDF report for compliance documentation.


Purpose of the Module

The purpose of this module is to digitize and standardize the creation and approval of Safe Work Method Statements (SWMS) within Odoo.

Instead of managing SWMS documents manually through emails or external files, this module allows organizations to create structured SWMS certificates directly within the system using a multi tab form interface.

The module ensures that each SWMS follows a defined approval workflow (Draft → Submitted → Approved → Rejected), guaranteeing that safety documentation is properly reviewed before operational work begins.

It integrates SWMS directly with Job Orders, requiring users to select an SWMS certificate during job creation and validating its approval status during stage transitions.

Overall, this module strengthens compliance control, improves safety documentation management, and ensures that no Job Order progresses without an approved SWMS certificate.

Real World Problem It Solves

In many construction and industrial environments, Safe Work Method Statements are handled manually through paper documents or email based approvals. This often results in missing approvals, outdated documents, and lack of visibility into the current compliance status.

Job Orders may proceed without verifying whether an SWMS has been approved, creating safety risks and potential regulatory non compliance. Additionally, collecting contractor signatures and maintaining proper documentation can be time consuming and difficult to track.

This module solves these challenges by enforcing mandatory SWMS selection during Job Order creation, restricting stage progression if the SWMS is not approved, and enabling contractor portal access for review and digital signatures.

With automated workflow control and integrated PDF reporting, organizations can ensure structured safety compliance, improved accountability, and centralized SWMS record management.

Safe Work Method Statement (SWMS) Management

This module enables the creation and management of Safe Work Method Statements (SWMS), which function as compliance certificates that must be approved prior to proceeding with a Job Order.

Key Features:

  • SWMS Certificate Creation
    • Users can create an SWMS certificate through a structured multi tab form interface.
    • Includes tabs for Description, Hazard Identification and Risk Control Measures, High Risk Work Activities, Plant and Equipment, Personal Protective Equipment (PPE), Emergency Procedures, and Digital Signatures.
    • Supports a controlled workflow with defined states such as Draft → Submitted → Approved → Rejected.
    • Status updates automatically based on review and approval actions.
  • Integration with Job Orders
    • Requires selection of an approved SWMS certificate during Job Order creation.
    • Displays selected SWMS details directly within the Job Order for reference.
    • Validates SWMS approval status during Job Order stage transitions.
    • Restricts stage progression if the SWMS certificate is not approved, ensuring compliance.
  • Contractor Portal Access
    • Contractors can view all assigned SWMS records from the portal.
    • Allows review of SWMS details directly through the portal interface.
    • Enables digital signature submission from the portal.
    • Signed information is instantly updated in the backend system.
  • SWMS PDF Report
    • Generates a professionally designed PDF report for SWMS certificates.
    • Consolidates all SWMS details, risk assessments, and signatures into a structured compliance document suitable for record keeping and submission.
  • Additional Reference
    • For a better understanding of the workflow and features, please refer to the attached screenshots and demonstration video.

Edition Compatibility:


Enterprise Odoo.sh

Safe Work Method Statements (SWMS) Menu

Safe Work Method Statements (SWMS) List View

Safe Work Method Statements (SWMS) Form View : Blank Form

Safe Work Method Statements (SWMS) Form View : With Description Tab

Safe Work Method Statements (SWMS) Form View : With Hazard Identification And Risk Control Measures Tab

Safe Work Method Statements (SWMS) Form View : With High Risk Work Tab

Safe Work Method Statements (SWMS) Form View : With Plant And Equipment Tab

Safe Work Method Statements (SWMS) Form View : With Personal Protective Equipment Tab

Safe Work Method Statements (SWMS) Form View : With Emergency Procedures Tab

Safe Work Method Statements (SWMS) Form View : With Signature Tab

Safe Work Method Statements (SWMS) Form View : With Worker Signature Tab

Safe Work Method Statements (SWMS) Form View : With Job Order Smart Button

Job Order Smart Button Opens Associated Job Order

Job Order : List View

Job Order : Form View With SWMS Info Tab

Job Order : Form View With SWMS Info Tab filled data

Job Order Stage Restriction if SWMS is Not Approved

Job Order Allowed to Proceed When All SWMS Are Approved

Job Order Form View : With SWMS Documents Smart Button

Clicking the SWMS Smart Button Opens Related SWMS Documents

SWMS Configuration : SWMS Risks Menu

SWMS Risks : List View

SWMS Risks : Form View

SWMS Configuration : SWMS Equipments Menu

SWMS Equipments : List View

SWMS Configuration : SWMS sPPE Equipments Menu

SWMS PPE Equipments : List View

SWMS Configuration : SWMS Emergency Procedures Menu

SWMS Emergency Procedures : List View

SWMS Emergency Procedures : Form View

SWMS Configuration : SWMS Types Menu

SWMS Types : List View

SWMS Type : Form View With Hazard Identification And Risk Control Measures Tab

SWMS Type : Form View With High Risk Work Tab

SWMS Type : Form View With Plant And Equipment Tab

SWMS Type : Form View With Personal Protective Equipment Tab

SWMS Type : Form View With Emergency Procedures Tab

SWMS Configuration : SWMS Tags Menu

SWMS Tags : List View

SWMS Configuration : SWMS Stages Menu

SWMS Stages : List View

SWMS Stages : Form View

Task Stages Form View (Odoo Standard) With Our Field

=====================================

Safe Work Method Statements (SWMS) Portal Menu

Safe Work Method Statements (SWMS) : Portal List View

Safe Work Method Statements (SWMS) : Portal Form View

Safe Work Method Statements (SWMS) : Portal Form View With Accept and Sign Button

Accept and Sign Button Opens Odoo Standard Signature Dialog

Completed Signature Is Displayed Instantly on the Portal Form

Safe Work Method Statements (SWMS) : Form View With Signature Tab Signed Signature Reflected in Backend

Safe Work Method Statements (SWMS) : Portal Form View With Dowload Report Button

Safe Work Method Statements (SWMS) : Downloaded Report

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

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This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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