Exporting Documents

Safety plans are exported by creating a downloadable file of all of your information. The information in your safety plan sections & risk assessments are exported as a PDF with a table of contents linking to all of the sections. 

Your supporting documents are renamed as per their titles and saved into a folder. A list of them is also included in your PDF table of contents. 

Once the export process is complete the files are available to download as a .zip file, or via a sharable link. 

To start the export process, click the export button in your Safety Plan Tools Menu.  

Title Page Information

You can edit the information that is included on the title page of the exported document.

Item Description
Title: Enter a title for your plan for your front page, for example ‘Construction Phase Plan’ or ‘Event Management Safety Plan’
Logo: Upload a logo for the front page of the plan, or use your team's logo. 
Note for team users, this option may be disabled by your team administrator. 
Author: Enter the name of the person who has been responsible for writing or coordinating the plan
Company: Enter the name of the company responsible for preparing the plan
Client: Enter the name of your client (if applicable)
Revised: Enter the revision date of the plan
Version Enter the version of the plan. Remember to increment this number every time a change is made. You may also want to make a note of what changes you’ve made in each version as part of a safety plan section.

Plan Contents

Select the components of the plan you want to include.

Duplicated sections

If you have duplicated safety plan sections or risk assessments from other projects but haven’t reviewed them then you will get a warning checking that you want to include them in your report. This is to stop you accidentally including assessments or information that is incorrect or not site specific in your safety plan.

You will also get a warning if you have incomplete risk assessments or empty safety plan sections.

You can’t export incomplete risk assessment templates so they won’t be included within your exported document.

Terms and Conditions

This is a reminder of some of the terms you agreed to as part of our sign up process and is also a reminder that a safety plan is only as effective as it’s implementation. If you have any questions or are unsure about your legal responsibilities then please  contact us.

Exported PDF

Once you have entered all of your information, click ‘Export as PDF’ to process your safety plan.

Our servers will process your information into a safety plan PDF and email you when the process is complete. For large safety plans including a lot of images this process may take a couple of minutes.When the process is complete you will get an email that your safety plan is available for download in the downloads area of the export page.

Trial Users

Trial users will have a watermark on their exported safety plan, to remove this please take out a subscription and then re-export your document.