Review a safety file

You will check a contractor's safety file, then approve it or send it back.

AdminSite ManagerAll plans

What you'll need

  • A contractor company that has submitted a safety file.

Steps

  1. 1

    Open Contractors and select Safety files.

    Contractors — Safety files link highlighted1
  2. 2

    Choose Submitted in the All statuses filter and open the file.

    Safety files — All statuses filter highlighted2
  3. 3

    Check that each item's badge shows Attached. If an item says No files uploaded, it's missing.

    Safety files — item status highlighted3
  4. 4

    Check the Expires on date on each certificate.

    Safety files — Expires on highlighted4
  5. 5

    Select Approve if everything is in order.

    Safety files — Approve highlighted5
  6. 6

    Or enter a Rejection reason (if rejecting) and select Reject.

    Safety files — Rejection reason and Reject highlighted6

Note

The people on the file are listed under Team members.

Careful

You must enter a reason before you can reject.

What's next

Was this helpful?

Still stuck?

Send us a message and tell us what you were trying to do. A screenshot helps.

Contact us

Updated 13 Oct 2026