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Project and site managers

Your sites: the gate, permits, safety records, the diary and bookings. Read these in order; each takes a few minutes.

  1. Step 1: Roles and what each can doWhat your role can do.Core (every organisation)
  2. Step 2: Bookings: who's coming to which siteFix problems before the day.Gate & Access
  3. Step 3: Refusals and letting someone in by overrideRefusals and overrides at your gate.Gate & Access
  4. Step 4: The 6 am pre-start emailYour 6 am email.Gate & Access
  5. Step 5: Permits to work: issue, sign off, suspend and closeSign off permits.Site Safety Records
  6. Step 6: Report an incident or near missReport an incident.Site Safety Records
  7. Step 7: Pre-task plans and Take 5 checksTake 5s with your crews.Planning
  8. Step 8: The site diary or daily log: record, sign off and lock the daySign off the day.Planning
  9. Step 9: Record hours worked: enter, import or use the gateYour sites' hours.Insights & AI

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