Creating Complete Safety Plan Templates

Templates are managed by team owners and admins.

A complete safety plan template is a ready-made set of sections, risk assessments and supporting documents. When someone creates a project and chooses Start from Template Safety Plan, everything in the template is copied into their new plan.

Step 1: Create the template

Go to Team Tools → Templates and click + Create Template.
Give it a Name, for example "Small Event RAMS" or "Conference – Principal Contractor".
Click Create Safety Plan Template.

The Create Safety Plan Template page with Name and the Create button

You'll see "Template safety plan created successfully".

Step 2: Add sections, risk assessments and documents

The template has three tabs: Sections, Risk Assessments and Supporting Documents.

A template safety plan with the three tabs and the Create new button

Choose a tab.
Click + Create new. Then either create a new item (it's added to the template and to your library), duplicate an existing one, or choose items from your template library.

To add items from the library:

Importing template sections, with the template picker, section list and Update Template button numbered

Choose a template to import from, or All Template Safety Plan Sections to see everything.
Tick the items you want. Template notes appear under each name.
Click Update Template.

You'll see "Template sections updated successfully" (or the same for risk assessments).

Step 3: Put them in order

On each tab, drag the items into the order you want. The order saves automatically, and it's the order they'll appear in new plans. To rename the template, click the pencil icon next to its name.

Archiving templates

On the Templates page, tick the templates you no longer need and click Archive selected templates, then Yes, archive.

The archive confirmation

Only the template is hidden. Its sections, risk assessments and supporting documents stay in your template library. Click Show archived templates to see archived ones.

Ideas for templates

Different sizes of job, from a short RAMS to a full event management plan
Different CDM roles, for example principal contractor or contractor
Different scopes, for example audio only or full AV
Different event types, for example conference, gala dinner or festival