The steps below explain how you can create and complete a Pre-Task Plan.
- Login to Hammertech (if you are not already logged in), then navigate using the left-hand menu > PRE-TASK PLANS > Create New
- Enter the Work Date & Time and enter the Title
- Select Create to go into the Pre-Task Plan form
- Enter a Description of Work if needed
- Select the Location of the work for this PTP
- For the Task List, select Add to create a task from scratch. Enter Description, and select who the task is Assigned To
- Note: to utilize Tasks added to the Company Database, select the v next to Add. Select Add From Template to go into the Add New Task modal. From here you can select multiple tasks at a time and search for tasks from the database. Select Add to add these to the Task List in the PTP.
- Once a task has been completed, it can be crossed off by clicking the tick box from the PTP Details page.
- For Hazard Controls, select the blue + to add a new Hazard with Controls.
- From the Hazards modal select a Hazard, or enter a custom hazard by using the free text field at the bottom of the list. Click Next to start adding Controls.
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- From the Controls modal, select all desired pre-configured control measures, or use the Add Another button to add a custom Control. Select Confirm to add these to the Hazard Control panel in the PTP.
- Enter any configured Additional Details
- Select Associated Permits that will be utilized during the work covered by this PTP
- Select Associated Equipment that will be utilized during the work
- Select Associated JHAs that will be utilized during the work
- For Worker Assignment, click the blue + to add workers to this PTP. Select Signed-In Workers, or Signed-In Visitors to bring attendees over from the Sign-In Book, select Personnel from the provided drop-down, or add custom names in the (Other) Name field. Select Add.
- Note: Attendee Locations can be added from the Pre-Task Plan details page.
- Add any Observations that may have been discussed during the Pre-Task Plan session.
- Select Submit for Approval to submit the Pre-Task Plan and go into the submitted PTPs detail page. The submitted PTP will be in Pending Review status until reviewed by a General Contractor user.