Planning: safety plans, pre-task plans, risk assessments and the daily record

Switch Planning on in Settings → Your packs. It works for every kind of organisation, in your own words: a builder keeps a Site diary, Site safety plans and Pre-task plans; a business keeps a Daily log with Pre-task plans; everyone else keeps a Daily log, a Safety plan and Take 5 checks. Everyone gets Risk assessments.

What's in it

• Safety plans: one for each site (or your whole organisation if you don't run sites), written from your template, approved by someone other than the person who sent it, then read and signed by everyone. See Safety plans.
• Pre-task plans or Take 5 checks: a two-minute check on a phone before a task, with everyone doing it signing on and a supervisor checking it. See Pre-task plans and Take 5 checks.
• Risk assessments: each hazard rated before and with its controls, with an owner, a review date and approval. See Risk assessments.
• The site diary or daily log: each day put together from what you already record, then signed off and locked. See The site diary or daily log.

The Today page

• Needs you: plans and risk assessments sent to you to approve or sent back to you, reviews due or overdue, and pre-task plans or Take 5 checks to check.
• Each site's day (in that site's own time zone): who's on site, the checks done, incidents, and earlier days not signed off, with buttons to open today's entry.
• Administrators with client viewers can choose Share day summaries with client viewers. See The site diary or daily log.

Who does what

• Administrators do everything: templates, plans for the whole organisation, approving, signing off the day.
• Anyone on your team can start a pre-task plan or Take 5 check, add notes to the day and draft a risk assessment for an approver.
• Builders and businesses: a safety officer does what an administrator does in Planning; a project or site manager writes plans and risk assessments, signs off the day and checks pre-task plans on their sites; a gate user starts pre-task plans and adds diary notes on their sites; a director or executive reads everything. A panel coordinator sees none of it.

Where to start

1. 1Step 1: Open Planning in the menu.
2. 2Step 2: An administrator opens Templates and reviews iComply's starting points: they're marked Starting point: review before use until someone saves them.
3. 3Step 3: Start your safety plan, then your first risk assessment from a template.
4. 4Step 4: At the end of each day, the person in charge checks the day's record, adds the weather and signs it off.