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.
Step 2 — Build the vessel 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.