Job Safety Plan

Safety Plans Allow you to display the safety standards a technician needs to follow (use water control, wear steal toed boots, etc), automatically based on the type of work and hours you have assigned them, or based off of the tasks they add to their field tickets themselves.  Watch to learn More

Set up Job Safety Plan by going to File-> List Management-> Job Safety Plans

Add or Modify a safety plan. Choose the branch, and click Modify to define when this safety plan is applicable.

Associate a safety plan with a task by going to File->List Management-> Tasks-> 

Modify the task-> go to the Safety Plan Tab-> Click Add/Modify 

Select the applicable safety plans for that task.

Under manage tasks you can see how many safety plans are associated with a task.

View and print the safety plan by going to the Work Order and clicking Safety Plan

Technicians will read and sign the Safety Plan on the Mobile app, once signed the technician can download the Safety Plan.

Job Safety Plan settings for the mobile app are under Company Branch Information->Mobile

View all safety plans under Reports-> Job Reports-> Job Safety Plan