Create a Safety Management Plan

How to create a Safety Management Plan:

You will need to create a Safety Management Plan Review Checklist first: (Create a Safety Management Plan Review Checklist)

1. Select your required project from the Company Overview 
2. Select Safety Plan > Create New 
3. Select the Employer
4. Enter a title and a brief description.
5. Upload a copy of the Safety Management Plan
6. Select whether you want to Just Upload, or Upload and Accept Review.
   If you select Just Upload it will stay in pending review status until it is reviewed at a later date
7. Complete the Safety Management Plan Review Checklist
8. Enter any reviewer notes if applicable (Mainly used when a subcontractor is submitting a Safety Management Plan for review)
9. Click Create

Using HammerTech Intelligence (HTI)

1. Select your required project from the Company Overview 
2. Select Safety Plan > Create New 
3. Select the Employer
4. Enter a title and a brief description.
5. Click Choose File in the File Upload section of the Safety Management Plan. HammerTech Intelligence (HTI) will scan the document and assess against the Safety Plan Review Checklist requirements 
6. Select whether you want to Just Upload, or Upload and Accept Review.
   Note: If you select Just Upload it will stay in pending review status until it is reviewed at a later date
7. Complete the Safety Management Plan Review Checklist based on the assessment given by HammerTech Intelligence (HTI).
8. Enter any reviewer notes if applicable (Mainly used when a subcontractor is submitting a Safety Management Plan for review)
9. Click Create

Note: If no Option for HammerTech Intelligence is available - please reach out to your Success Manager for further information.

Note: If your HammerTech platform does have HammerTech Intelligence and is not available on Safety Plans, you can access this through Administration > HammerTech Intelligence and tick on Safety Plan Check.