Authorisation Process

This guide covers the step-by-step process for authorising Safe Work Packs through the Accurail dashboard.

1. Navigate to your Accurail dashboard
2. Click on the "Authorisation" card to view pending Safe Work Packs

1. Review the SWP and discuss with the Person in Charge if required
2. Scroll down to the F01 form section "Authorised by RM"
3. Check each verification box to confirm compliance with 019 standard requirements

4. Scroll up and click the "Authorise" button to complete the process

When you authorise a Safe Work Pack, Accurail automatically:

• Adds your name to the F01 form in the "Authorised by RM" section
• Applies your digital signature to complete the authorisation record
• Records the date and time of authorisation for audit purposes

This ensures compliance with the 019 standard documentation requirements and provides a complete audit trail without requiring manual signature entry.

If the SWP is incorrect:

1. Click the "Reject" button (shown in the authorise/reject buttons image above)
2. Enter clear text explaining why the SWP is being rejected
3. Be specific about what needs to be corrected (e.g., "Incorrect site limits - northern boundary should be 12m 40ch not 12m 20ch")
4. Submit the rejection - the SWP will automatically return to the Planner for changes

The rejected SWP will go through the entire process again:

• Planner makes the required changes
• Person in Charge re-verifies the updated SWP
• Returns to you for authorisation

Once authorised, the SWP will progress to "Awaiting Shift" status and be ready for use on site.

• Pack Status Changes: Pack moves automatically to "Awaiting Shift" status upon successful authorisation
• Monitoring Requirements: RMs should monitor packs in "Awaiting Shift" status for overdue items using the dashboard reporting tools
• Re-authorisation Requirements: If changes are made to an authorized pack, it will require fresh authorisation before use
• Timeline Tracking: Use reports to track time between authorisation and shift start to identify planning efficiency

You receive email notifications when:

• A Person in Charge has verified an SWP and it's ready for your authorisation
• Changes have been made to an SWP requiring re-authorisation
• An SWP is approaching its expiry date for cyclical/repeated work

• Always verify PIC verification before authorising
• Complete all F01 form sections thoroughly
• Authorise at least a shift in advance as required by 019 standard
• Document any issues or concerns clearly
• Communicate directly with PIC when questions arise

• Incorrect site limits - verify boundaries are accurately defined
• Wrong SSoW - ensure correct Safe System of Work is selected
• Incorrect line statuses - check line blockages and possessions are accurate
• Wrong WON - verify Work Order Number matches the planned work
• Missing diagrams - ensure all required site diagrams are attached