Build your method statements on the Methods tab

Add and personalise tasks

1. 1

   Open Add trade task and search the library.

   Tasks are grouped by trade — plumbing, roofing, groundworks and so on.

2. 2

   Expand a task to edit its Method Statement.

   Changes save automatically when you tap outside the box. Edited tasks show a "Personalised" badge, with Reset to default if you want the library version back.

3. 3

   Reorder with Move up / Move down to match how the job actually runs.

Custom work types

For work that isn't in the standard library, use Add custom work type: pick from your own library or Create new with a trade, task name and method statement. Tick Save to my library for reuse (on by default) and it's available on every future project. Custom tasks appear after the library tasks in your method statements.

Generate the RAMS in the mobile app

The signed-in mobile app can generate the RAMS PDF directly. Open the project's Documents tab, tap + Generate document, choose RAMS and follow the steps: select every hazard the work covers from the project's hazard catalogue (your own saved custom hazards are offered too, and site-specific hazards are always included automatically), optionally pick the personnel on the method statement, and name the works supervisor if there is one. Selecting a hazard turns on Submit; the app keeps your selections as a draft as you go, and if Submit loses its connection, Resume RAMS generation checks the same saved request and opens the original version.

The generated RAMS scores exactly the hazards you selected, plus the hazards attached to the project's method-statement tasks — add or review those tasks in the Methods tab first, because a RAMS is not generated until at least one task exists. Hazard risk ratings show Not rated rather than a made-up level when none is recorded. The works supervisor prints as the approver unless your account's default approver rule applies, in which case the server prints its own resolution.

On the mobile app, open the project's Methods screen and tap Add a task. Use New custom task to save explicit trade, task and method steps onto this project, or pick from Your custom tasks — the reusable types you've saved — and they're copied onto the project (a type already on the project shows Added). Project copies carry a Custom badge; editing one never changes your saved type.

When the list is right, generate the RAMS — the "What you're doing" step shows the same tasks.

See the hazards your RAMS will draw on (mobile)

The mobile Add a task screen also shows Hazards on this project. It lists the real hazard library grouped by category, your own saved custom hazards, and the project's site-specific hazards marked Auto-included (these are always part of your RAMS, however they were added). Hazards with no risk rating show Not rated rather than a made-up level.

This list is read-only — you choose which hazards apply when you generate the RAMS, and manage your own saved hazards under account settings.