PMs
Compliance review
Find missing certifications, unsigned talks, document gaps, and open follow-up.
Compliance review helps PMs confirm the crew is ready for the job-site work assigned that day.
What to watch
- Missing or expired certifications
- Certifications still waiting for review
- Unsigned toolbox talks
- Documents waiting for review
- Open incidents
- Timecards with notes or exceptions
Daily rhythm
- Check readiness before work starts.
- Focus on workers assigned to today's job site.
- Follow up with workers who are missing records.
- Add notes when you approve an exception.
- Escalate sensitive items to an admin.
Field Presence
If Field Presence is enabled for your organization, use it as a review tool for active job-site activity. If something looks off, contact the worker or crew lead before approving the related timecard.