Overview
This guide will walk you through the essential steps to set up a new project in HammerTech. Each step includes a link to a detailed help article for further instructions.
Step-by-Step Setup
1. Create the Project
Start by setting up your project in HammerTech. You can create a new project or modify an existing one.
➡️ Project Creation and Settings
2. Assign Users
Grant access to project team members by adding and managing users.
➡️ User Management
3. Assign Site Diary Users and Admins
Designate users responsible for maintaining the Site Diary and assign Site Diary Admins.
➡️ Assign Site Diaries to Users and Assign the Site Diary Admin
4. Set Up the Sign-In App
Configure the Sign-In Device for on-site personnel check-in.
➡️ Sign In App Overview
5. Add Employers to the Project
Import existing employers or add new ones to the project’s employer list.
➡️ Set up an employer
6. Configure PPE Requirements
Set up project-specific Personal Protective Equipment (PPE) requirements for compliance.
➡️ Configuring PPE Requirements
7. Set Up Induction Slides and Questions
Create customised induction slides and questions tailored to the project.
➡️ Project-Specific Induction Setup
8. Upload Project-Specific Documentation
Manage and upload important project documents for easy access.
➡️ Managing Documents
9. Upload the Site Diagram
Add a site diagram and configure interactive site diagram features if needed.
➡️ Uploading a Site Diagram
10. Create Permit Zones
Define and configure zones for permits and work areas.
➡️ Configuring Zones
11. Configure Booking Types and Zones
Set up different booking types and zones for managing site access and activities.
➡️ Configuring Booking Types and Zones
12. Set a Cut-Off Time for Bookings
Specify a cut-off time for managing site bookings efficiently.
➡️ Setting a Booking Cut-Off Time
13. Set Up Location Hierarchies for Inspections/Observations
Define location structures required for Health, Safety, Environment, and Quality (HSEQ) inspections.
➡️ Location Hierarchies