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
  • Users with the 'Author' role.

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.
  • 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

  1. Select the 'Create' button from the left sidebar.
  2. Select the 'New Job / Risk Assessment' button.
  3. Select the relevant project, if you are already in a project it will preselect that project for you.
  4. On step one, enter the relevant summary of the work taking place in the 'job name' field.
    1. If you are an Intuety customer with a supply chain, you can optionally assign this job to a contractor of yours via the assign job drop down.
  5. On step two, provide the reference for the job, for example 'RAMS-001' or 'JOB.ABC.9924'
    1. You may choose to select an expiry date via the expiry date picker, this is an optional field. This will be the date it may require it's next review.
  6. Click to 'upload RAMS' or 'Create RAMS'. You may see one or both options based on your organisation's own configuration.
    1. If uploading, continue to upload or drag and drop the individual Risk Assessment and Method Statement files or choose 'Combined RAMS' should they be in one document.
    2. If creating, you will be taken to choose your template or blank document to begin building your RAMS.
  7. Review the details and ensure you are happy, then click the 'create job' button.

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 and upload the combined document in the single upload area that appears.
  • I cannot create a job: Check that your account has the correct author role. If you do not, then please liaise with your company admin via the 'My Admins' page found in the left hand menu.
  • Accepted file formats are: Word (DOCX), PDF (.PDF) and Excel (XLSX).
  • You cannot upload macro-enabled documents for security purposes.
  • Word is always the best option when uploading.