Safety plans: write, approve, read and sign

A safety plan covers the site's details, roles and responsibilities, emergencies and first aid, consultation, high-risk work and SWMS, permits, hazards, induction requirements, plant, traffic and pedestrians, the environment and when it's reviewed. It can link the SWMS, permits, hazards and equipment you already keep in iComply.

Who does what

• An admin writes, approves and archives plans. Builders and businesses: a project or site manager writes plans for their sites, and a safety officer writes and approves them for every site.
• Everyone signs the version in force: your people in iComply, workers on their worker pass, and anyone signed in at a site's gate.

How to write one

1. 1Step 1: Open Planning → Safety plans (or Site safety plans) and choose Start the plan for a site. It starts from your template.
2. 2Step 2: Fill in each section, and the In short (what everyone reads and signs) summary. Save draft as you go.
3. 3Step 3: Set Review every (months) (12 by default), choose a Reviewer (when you send it for review) or Any approver, and choose Save and send for review. The reviewer is told.
4. 4Step 4: To change it while it's with the reviewer, choose Take it back to change it.

How to approve one

1. 1Step 1: Open the plan from Needs you on the Planning page.
2. 2Step 2: Read it, choose the Review by date, add a Note (optional) and choose Approve as version (the next number). It becomes a version that can't be changed.
3. 3Step 3: Or write what needs to change under Or send it back: what needs to change and choose Send back. The author is told.

• Whoever sends a plan for review can't approve it. Only if nobody else in your business can approve may they approve their own, saying why (at least 10 characters). It's recorded and shown as self-approved.
• To change an approved plan, edit it: that's a draft of the next version. The approved one stays in force until the next is approved.

What happens next

• Each person signs with Sign version (the number). When a new version is approved, everyone is asked to sign again. Read and signed lists who has.
• You're reminded from 14 days before the review date, then weekly until it's reviewed. It shows as Review due from 30 days before.
• PDF gives any version, with its sections, links, approval, who signed and a fingerprint. Downloads are audited and in the access log.
• Add the summary in other languages under Other languages. See Other languages.
• Archive keeps its versions and signatures.