Your first document after signing up
Available on all plans
When you save a project from the free job pack, the project opens on Your first document. The first screen lists what your first document needs; click Start with the client and each step follows with Next.
If you are running the job, or it is just you or your team, your first document is the Construction Phase Plan (CPP). If you are working on someone else's job, it is your RAMS.
Fill in what your first document needs
Who is the job for? Type the client's name
A person or a company. Phone and email are optional. If you are working on someone else's job, also add the Principal contractor you're working for. Click Next.
Who'll be working on this job? Choose Just me or Me and my team
For Me and my team, type each person's name and click Add. If you are running the job, also answer Any subcontractors on this job?: No, just us, or Yes and add each firm's name. Click Next.
Site safety details: click Draft 6 for me, then add the five only you know
Check each draft under Drafted for you: check each one, then fill in Only you know these and click Save and continue. If any are still empty, you stay on the step at the first one left.
Click Create my CPP (or Create my RAMS)
The last screen, Ready for your …, shows your answers and opens the document wizard with them already filled in. If you are running the job, the site induction and emergency plan are ready at the same time; your RAMS opens once the CPP is created.
Frequently asked questions
Why can't I create my CPP or RAMS straight away?
Every CPP, RAMS, site induction and emergency plan needs the same few facts about the job: who the client is, who is working on site and the 11 site safety details. Your first document asks for exactly those, one step at a time, and opens your document as soon as they are in.
Can the app fill in the safety details for me?
Partly. On the Site safety details step, Draft 6 for me writes the five details that can be worked out from your job description and looks up your nearest A&E. Check each draft. Welfare, the fire plan, the fire assembly point, turning off gas, water and power, and first aid are facts only you know, so you type those.
Can I skip this?
Yes. Click Not now, show me the whole project to go to the project overview. A Your first document card at the top of the overview brings you back with Continue until your first document is created.
Can I change an answer after moving on?
Yes. Click Back on any step, or click a step's name on the first screen. On the last screen, Change next to each answer takes you back to that step.
Related guides
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