Who Can Manage Report Templates?
Premium and Complete Customers:
Hub Admin and Hub User roles can create, edit, and delete templates
Templates are automatically shared with all team members
Standard and Free Customers:
Cannot manage templates from the Hub
Can use templates when creating reports in the App
Please Note:
Only Hub Admin and Hub User roles can manage templates from the Hub
All team members can use templates when creating reports
What Are Report Templates?
Report templates are pre-built reports that contain standard information, hazards, controls, and procedures for common tasks. Templates help your team create consistent, high-quality reports quickly by providing a strong foundation that can be customised for specific situations.
Available Template Types
The following report types support template creation:
SWMS (Safe Work Method Statements) – Australia
RAMS (Risk Assessment Method Statements) – UK
TA (Task Analysis) – New Zealand
For the following reports types each vehicle/equipment/machinery that you complete a checklist for will be automatically saved as an asset. The next time you a complete a checklist you can select from a list of available assets and the asset details will be automatically populated when selected.
Vehicle Checklists
Machinery Pre-Start Checklists
Please Note:
Other report types (Toolbox Meetings, Site Reviews, Incident Reports, Risk Assessments) do not currently support template saving
Why Use Report Templates?
Consistency Across Projects
Standardised hazard identification and control measures across all jobs
Professional, uniform documentation for clients and regulators
Time Savings
Create reports in minutes instead of starting from scratch
Pre-populated hazards and controls reduce field time
Quality Improvement
Comprehensive templates ensure nothing is missed
Capture best practices and share them across the team
Compliance Assurance
Templates can be reviewed and approved in advance
Easier to demonstrate due diligence
Accessing Report Templates
How to View Your Templates
Log into the HazardCo Hub
Go to Reports
Select Manage Templates on the right side of the reports table
View your existing report templates
The Report Templates list includes a search field, use this to find specific templates and displays the following details:
Report Type - SWMS, RAMS, Task Analysis, Vehicle Checklist etc.
Template/Asset Name - The name of the vehicle name
Created By
Last Updated
Update By
Actions - Options menu (edit, delete, preview)
Save an existing reporting as a Template from the Hub
This is useful when you've completed a real job and want to reuse that report structure.
Navigate to Reports
Find a high-quality report you want to turn into a template
Click the three-dot Options menu next to the report
Select Save as Template
Give your template a clear, descriptive name
Click Save
Tips for Naming:
Start with the main activity or task
Be specific about the context (e.g., "Scaffolding" not just "Height")
Use consistent naming conventions across all templates
Avoid abbreviations that team members might not understand
Editing Existing Templates
Templates should be reviewed and updated regularly to reflect current best practices, lessons learned, and any regulatory changes.
How to Edit a Template
Navigate to Reports and click Manage Templates on the left side of the screen
Find the template you want to update
Click the three-dot Options menu next to the template
Select Edit
Make your changes
Click Save to update the template
When to Update Templates
After Incidents or Near Misses
Review any relevant templates
Add any hazards that were missed
Update control measures based on lessons learned
Regulatory Changes
Update templates when regulations change
Ensure compliance requirements are current
Add any new mandatory checks or procedures
Process Improvements
Incorporate better practices as you discover them
Add feedback from team members
Update based on client or auditor suggestions
Regular Reviews
Schedule quarterly or annual template reviews
Check that all information remains current
Please Note:
Updating a template does not change reports already created from that template
The updated template will be used for all new reports going forward
Consider communicating template updates to your team during toolbox meetings
Deleting Templates
Remove templates that are no longer needed to keep your template library organised and relevant.
How to Delete a Template
Navigate to Reports and click Manage Templates on the left side of the screen
Find the template you want to delete
Click the three-dot Options menu next to the template
Select Delete
Confirm the deletion when prompted
Please Note:
Deleted templates cannot be recovered
Deleting a template does not affect reports already created from that template
Team members will no longer be able to create new reports from a deleted template
When to Delete Templates:
Outdated templates that have been replaced with improved versions
Templates that were created for testing
Duplicate templates
Troubleshooting
I can't Manage Report Templates in the Hub
Only Hub Admin and Hub User roles can access Manage Templates
Only Premium and Complete plan can access Manage Templates
Ask your HazardCo account administration to check your user role in Company Details
If you're the right role and on the right plan and still can't edit, try logging out and back in
Contact HazardCo support if the issue persists
My team can't see the templates I created
Templates are automatically shared - no additional action needed
Team members will see templates when creating reports in the App
Ask them to check they're creating the correct report type (SWMS/RAMS/TA/Vehicle Checklists/Machinery Pre-start Checklists)
Ensure they're logged in as a user that is a team member of your HazardCo Company
A template I deleted is still showing in the App
Ask team members to close and reopen the App
Pull down to refresh the templates list
Check they're not looking at a report created from that template (old reports remain)
Workers are confused about which template to use
Review your template names - are they clear and specific enough?
Reduce the number of similar templates if there are too many options