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Builders and head contractors

Sites, subcontractors, the gate, safety records, planning and vetting. Read these in order; each takes a few minutes.

  1. Step 1: Set up your companyYour first hour.Core (every organisation)
  2. Step 2: Packs for builders and businessesWhat each pack adds and how it's priced.Core (every organisation)
  3. Step 3: Roles and what each can doGive your team the right roles.Core (every organisation)
  4. Step 4: Sites: add, staff and close themAdd your sites and their managers.Core (every organisation)
  5. Step 5: Requirements and presetsSet what subcontractors must hold.Core (every organisation)
  6. Step 6: Review and sign off your requirementsThe yearly requirements sign-off.Core (every organisation)
  7. Step 7: Import a list of subcontractorsBring in your existing subcontractor list.Core (every organisation)
  8. Step 8: Invite a subcontractorInvite subcontractors.Core (every organisation)
  9. Step 9: Review queue: approve or reject several documentsApprove in bulk and chase.Core (every organisation)
  10. Step 10: Gate set-up: acknowledge how the gate worksSet up the gate at your sites.Gate & Access
  11. Step 11: Create and update a site inductionInductions, with languages.Site Safety Records
  12. Step 12: Review SWMS and JSA, and see who has signed themReview SWMS.Site Safety Records
  13. Step 13: Planning: safety plans, pre-task plans, risk assessments and the daily recordPlans, Take 5s and the site diary.Planning
  14. Step 14: Vetting: prequalification, panels, ratings and statementsPrequalify subcontractors before work is awarded.Subcontractor Vetting

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