Generate RAMS
Available on all plans
Open your project, go to the Documents tab and start RAMS generation. The wizard asks about the job, the site, who's working, what you're doing and what could go wrong — then generates the risk assessments and method statement together.
Before you start
The wizard checks a few things are in place first: your company details (Settings), your CPP if you're running the job, and the project's site safety details. If something's missing it takes you there and brings you back.
Walk the wizard
On a phone, the Step … of … bar above the wizard names the step you're on — tap it to list every step and jump back to any you've completed.
In the signed-in mobile RAMS wizard, Rewrite in plain English opens a comparison while keeping your original wording in the field. Review the result and choose Replace or Keep original; Next and Submit stay unavailable until you make that choice, so a late rewrite cannot change another step or miss the submitted RAMS.
On mobile, Suggest hazards also keeps navigation and saving unavailable until you add your selected hazards or cancel. Draft saves run in order; Start fresh clears the previous draft without an older background save restoring it. If the mobile app says your saved draft changed in another session, reload and review the newer copy before saving again. A successful mobile session refresh keeps your answers when the app can verify the same account and project. When an older server omits the account scope, the refreshed form reloads any saved draft and retires pending work; switching project starts with that project’s own draft.
About the job and About the site — confirm the basics.
Most of this is pre-filled from your project; check it rather than retype it.
Who's working — confirm the crew on this job.
Use Pick from Workers to choose who from the project is on this method statement, and the bin button beside a worker to leave them off. Each worker shows their First Aid and Fire Warden status from their project record, and that record is what the RAMS prints — to add somebody or change their details, use the project's Workers tab (the step links to it), then pick them here. This step also carries the Works Supervisor dropdown. It opens on the supervisor named in your project's People section, and the rest of the list is the crew on this job, so you can name somebody else for this RAMS. Whoever is selected when you create the document is saved back to the project as the works supervisor, so leave it as it opens unless you mean to change it.
What you're doing — build the Sequence of Works.
Add at least one task: this becomes your method statement, so a RAMS can't generate without it.
What could go wrong — review the hazards and controls.
The AI suggests hazards from your job description; add your own where you know better.
Review & Suggestions — check the draft, fix anything flagged, and generate.
If your project uses COSHH substances, a COSHH step appears before review.
After generating
Open the document to see its specificity score, Download the PDF, or Share a read-only link. To collect crew signatures against it (Business and above), switch on RAMS sign-off from the project's Access tab — the RAMS sign-off setting, tick Required — then use the crew sign-off link; check progress on the Worker Sign-Off panel.
Remember: a generated document is a frozen snapshot. If you change project details afterwards, regenerate the RAMS so the PDF matches — workers then re-sign the new version.
Frequently asked questions
Why is it sending me to the CPP first?
When you're running the job, your Construction Phase Plan needs to exist before RAMS — the RAMS draws on it. Generate the CPP from the Documents tab first, then come back.
What's the score on my finished RAMS?
Every document gets a site-specificity score out of 100. Above 70 shows as "Tailored to your site"; lower scores list concrete suggestions — vague phrases like "appropriate PPE", missing site details, weak controls — with a Re-check button once you've tightened them.
Can workers sign the RAMS digitally?
Yes, on Business and above — turn on RAMS sign-off from the project's Access tab (the "RAMS sign-off" setting, tick "Required") and every worker gets it in their crew-link portal alongside inductions and toolbox talks.
My RAMS names the wrong works supervisor — why?
The Works Supervisor dropdown on the wizard's Who's working step decides who the RAMS names. It opens on the supervisor from your project's People section — shown with (from project details) after their name when they are not on the crew, or as their own entry in the worker list when they are. Leave it as it opens and the RAMS names that person. If you picked a different worker from the list, that person is saved back to the project as the works supervisor too. In the Site Book app's RAMS editor, the Works supervisor field opens with the same person from the project: type a different name only if somebody else is supervising the work — it is saved to the project as the works supervisor when you generate — or leave it blank to keep the project's supervisor. A name you type takes its phone number from that person's entry on the project's Workers screen; anyone else is saved without one, so correct a misspelt name — or re-enter the number — on the website under the project's Details tab → People → Works Supervisor instead. Either way, the RAMS names one person: the Works Supervisor row, the ★ against their name in the personnel list and Approved by all show them (unless your account prints its default approver on Approved by — see the Document approvals article). Set the right person in Edit project → People, then regenerate the RAMS: generated PDFs are frozen snapshots, so earlier versions keep the old name.
Why does the Personnel list on my RAMS differ from what the wizard showed?
The Personnel table prints each selected worker's record as it stands on the project when you generate — their name, role, company and the First Aid and Fire Warden ticks. Whatever the wizard showed when you opened it is not used, and anyone you selected who has since been removed from the project is left off, because a RAMS must never list somebody who is not on the job. To change what prints, open the project's Workers tab (on the website, or the project's Workers screen in the app), update the worker there, then regenerate the RAMS. Generated PDFs are frozen snapshots, so a version you already have keeps what was true when it was made.
My RAMS says "Not named" where the works supervisor should be — what does that mean?
Nobody is recorded as the works supervisor on that project, so the RAMS says so in plain words instead of leaving the row blank. Add one in Edit project → People — the Works Supervisor name and phone — then regenerate the RAMS. Generated PDFs are frozen snapshots, so the version you already have keeps saying Not named. If the project has the phone number but no name, the row shows Not named followed by that number: the contact is never dropped from a safety document.
Is RAMS generation on the free plan?
Yes. RAMS, CPPs and site inductions are all included on Starter's one free real project, with no card required. Upgrade to Pro at £39/mo when you need project two, your logo or PDFs without the Starter watermark.
Related guides
Didn't answer it? Email [email protected] — we'll get back to you by email.