Creating a Pre-Task Plan

When creating Pre-Task Plans in the system, and when logged in as a General Contractor user, PTPs can be created and approved in one step, or can be submitted for approval by another user.

The steps below explain how you can create and complete a Pre-Task Plan. 

Initial steps to create a PTP...

• Login to Hammertech
• Using the left-hand menu, click on Pre-Task Plans then select Create New
• Enter the Work Date & Time, select the submitting Employer, and enter the Title
• Select Create to go into the Pre-Task Plan form

Once created, more detailed steps follow...

1. Enter a Description of Work if needed
2. Select Submit and Approve Review to approve the PTP when submitting it
3. OR select Just Submit to submit the PTP for approval at a later time
4. Select the Location of the work for this PTP
5. Next is the Tasks, Hazards and Controls section where you can select Add Task to create a task
   • To create a new task, click Add Task then enter a Description and click Add
   • To use an existing task, select it from the list via the checkbox and click Add
   • Note: Once an existing task has been selected, it will no longer show in the selectable list
     
     
6. Once tasks have been added, there are a few additional steps you can do, if required
   • Allocate an Assignee
   • Add Hazards and Controls
   • Note: As with adding a task, you can either create a new Hazard or Control OR you can use an existing one by selecting it via the checkbox
     
     
7. Enter any configured Additional Details
8. Select Associated Permits that will be utilised during the work covered by this PTP
9. Select Associated Equipment that will be utilised during the work 
10. Select Associated SWMS that will be utilised during the work 
11. For Worker Assignment click the blue + to add workers
    • Select Signed-In Workers or Signed-In Visitors to bring attendees over from the Sign-In Book
    • Select Personnel from the provided drop-down
    • Add custom names in the (Other) Name field
    • Once the above is done, select Add
      
    • Note: Attendee Locations can be added from the Pre-Task Plan details page
      
      
12. Add any Observations that may have been discussed during the Pre-Task Plan session
13. Finally, If the option to Submit and Approve option was selected, the configured Review Checklist will be available at the bottom of the form. 
14. Select Save to submit the Pre-Task Plan and go into the submitted PTPs detail page