For: Admins and Managers
If you already have an SSSP — written by a consultant, supplied by a client, or built from an industry template — you don't need to rebuild it in Site App Pro. Upload it once, wrap it in a short form, and pin that form to your site so your team and subcontractors can view and sign it from their phones.
The form acts as a vessel for the SSSP. The SSSP itself stays as the document you already have; the form's job is to display it, capture sign-off, and give you a single record you can share with your client.
How it works
The SSSP stays as the document you already have. In Site App Pro you upload it as a resource, then build a short form that links to it using the Selected Resource answer type. Pin that form to the site and it becomes available to everyone working there — your own crew and any subcontractor you've given a login.
Sign-off happens inside the form. A repeatable sign-off section lets each person select their name and add their signature, then tap to add a new section for the next person. Because a pinned form is shared, everyone who opens it sees the signatures already captured, so the form builds into one signed record for the site.
Before you start
You'll need:
Your SSSP saved as a file. PDF works best for viewing on mobile.
Step 1 — Upload your SSSP to the Resource Library
In the Admin Console, go to Resources.
In the Resource Library, click Upload File.
Set the Resource Type to file.
Select your SSSP document from your device.
Give it a clear name, for example "SSSP — [Site Name]".
Click Save.
Tip: If your SSSP changes, replace the file in the Resource Library. Every form linking to it will show the updated version at the next viewing.
Optional: Send your SSSP for external approval
If your client or principal needs to approve the SSSP before you roll it out to your team, you can send it directly from the Resource Library — no Site App Pro account needed on their end.
In Resources, find the SSSP you just uploaded.
Click the three dots next to it — or open it and click the three dots in the top right corner.
Select External Request.
Enter the recipient's email address and press Enter to add it. You can add multiple recipients.
Set the Request Type:
Acceptance — the recipient must confirm they've read the document before they can respond (recommended for SSSPs)
Approval — the recipient reviews and approves or rejects without the read-confirmation step
Toggle on Require Signature if you want a signed response.
Add any Instructions — for example, "Please review and accept this SSSP before work begins on site."
Set how long the link stays active under Link Expires After.
Click Send.
The recipient receives an email with a link to view and respond to the document. Their response — including their name and signature if requested — is recorded in the External Requests tab under Tasks.
If principal sign-off is required before induction, complete this before moving to Step 2. If it's for records only, you can send it any time after uploading.
Step 2 — Build the form
In the Admin Console, go to Forms.
Create a new form and name it, for example "Site Specific Safety Plan".
Add a question and set the Answer Type to Selected Resource.
Under Resource Type, select the SSSP you uploaded in Step 1.
Add a Section Header and label it "Sign-off".
Make the section repeatable, so each person can add their own entry.
Inside the section, add a Staff List - Select From question for the signer's name
Below it, add a Signature Capture question.
Save the form.
Step 3 — Pin the form to the site
Log into the Admin Console
Head to Sites
Open the site you're setting up.
Go to the Pinned Forms tab
Pin a new copy of the Site Specific Safety Plan form to it.
Once pinned, the form is available to everyone on that site and stays there for the life of the job. For the full detail on pinning, see Adding a Pinned Form.
Step 4 — Your team and subcontractors sign on site
Each person opens the Site Specific Safety Plan form on their phone.
They tap the SSSP to open and read it. Site App Pro records when the resource was first and last viewed.
In the sign-off section, they select their name and add their signature.
The next person taps to add a new section and signs the same way.
Because the form is shared, each person sees the signatures already added, and the form grows into one signed record for the site.
Step 5 — Share the signed SSSP with your client
Each time the pinned form is updated it's saved as a new version on the Reports > Completed Forms page. When a client or principal asks for evidence that your team has read and signed the SSSP, open the latest completed version and export it as a PDF to send through.
You can also access this from the Site > Pinned Forms.
Keeping your SSSP current
An SSSP is a live document. Set a recurring review task — six months is a common cadence — and review sooner whenever site scope changes or a new hazard is identified. If the SSSP document itself changes, update the file in the Resource Library and the pinned form will show the new version at the next viewing.