Skip to content
English - United Kingdom
Contact us
  • There are no suggestions because the search field is empty.

How to create a job and upload RAMS

This guide explains how to create a job in a project and upload an existing Risk Assessment and Method Statement (RAMS).

Who can use this
  • Authors
  • Project administrators
  • Users who need to upload RAMS for a project job

Before you start, make sure the following applies:

Make sure you have:

  • Access to the correct project
  • Permission to create jobs (author role)
  • A clear, concise and accurate job name
  • A job reference, if your organisation uses one
  • Your Risk Assessment file
  • Your Method Statement file, unless you are uploading a combined RAMS document
How to create a job and upload RAMS in Intuety

Open the project (or just click straight on the create button)

  1. Select Projects from the left sidebar.
  2. Search for the project by name, reference, client reference, label, or location.
  3. Open the project.
  4. On the Jobs page, select + Create Job.

Add job details

  1. In Step 1: Job Details, enter the Job Name.
  2. Follow the guidance shown in the modal:
    • Be clear.
    • Describe the work taking place.
    • Add useful context such as sizes, depths, or measurements.
    • Avoid vague names, single words, references only, or unexplained abbreviations.
  3. Select the company or contractor the job should be assigned to, if prompted.
  4. Select Next.

Choose whether to upload or create RAMS

  1. In Step 2: Upload or Create RAMS, enter the Reference.
  2. Add an Expiry Date if required.
  3. Select Upload RAMS if your RAMS files are already prepared.
  4. Select Create RAMS only if you want to create the RAMS inside Intuety.

Upload RAMS files

  1. In Step 3: Upload Files, add the Risk Assessment file.
  2. Add the Method Statement file.
  3. If your Risk Assessment and Method Statement are combined in one file, tick Combined RAMS (upload only Risk Assessment) and upload the combined document in the Risk Assessment area.
  4. Select Next.

Review and submit

  1. In Step 4: Review & Submit, check the Job Name, Assigned To, Reference, and selected file names.
  2. If anything is incorrect, go back and update it.
  3. Select Create Job when the details are correct.
Checking it worked

The new job should appear on the project Jobs page. Uploaded RAMS will normally move through Uploaded, Processing, and Results Ready before they can be sent for approval.

Limitations and things to be aware of
  • I selected the wrong file: Use Replace before creating the job.
  • I only have one RAMS document: Tick Combined RAMS (upload only Risk Assessment) and upload the combined document in the Risk Assessment area.
  • I cannot create a job: Check that your account has the correct role and project access.
  • Accepted file formats are: Word (DOCX), PDF (.PDF) and Excel (XLSX).
  • You cannot upload macro-enabled excel documents for security purposes.
  • Word is always the best option to upload.