Editing, Archiving & Deleting Projects
Once you've created a project, everything for it is managed from your team's Projects dashboard and from each safety plan's own page. This article covers both.
The Projects dashboard
Open a team from the Dashboard to see its projects.
- Search and sort: search by project name. Sort by modified date (and other options), and use the arrows to switch between ascending and descending.
- Select all / Archive selected projects: archive projects you've finished with (see Archiving projects).
- Project actions: + adds a safety plan to the project, the pencil edits the project details, the box icon archives the project, and the arrow downloads it.
- Safety plans: click 1 safety plan (or however many there are) to show the plans in the project.
- Safety plan actions: manage collaborators, edit, duplicate or delete that plan.
Each project shows its reference, client, venue and open date. Each safety plan shows its owner, collaborators, and who last changed it and when.
Deleting safety plans
Click the bin icon next to a safety plan. To delete several at once, tick them (or click Select all safety plans), then click Delete selected safety plans.
Deleting can't be undone. The plan and all its sections, risk assessments and supporting documents are permanently deleted. If you might need it again, archive the project instead.
Archiving projects
Archive projects you've finished with to keep your dashboard tidy. Nothing is deleted, and you can still copy content from archived projects (tick Include Archived Plans when duplicating).
- Tick the project(s) you want to archive, or click Select all.
- Click Archive selected projects, then OK to confirm.
- Or click the archive (box) icon on a single project.
You'll see "1 project archived".
Viewing and restoring archived projects
Open Team Tools → Project Archive. To bring a project back, tick it and click Unarchive selected projects.
Opening a safety plan
Click a safety plan's name to open it. The plan page shows its Safety Plan Sections, Risk Assessments and Supporting Documents, with the most recently changed items first. Click View all to see everything in a list, or + Create new to add an item.
The toolbar at the top of the plan has:
- Manage: choose which team members collaborate on this plan.
- Edit: change the plan's title, owner and collaborators.
- Duplicate Plan: make a copy of this plan.
- Export: create the finished PDF. See Exporting.
- Recent Activity: a log of every change made to the plan.
- Preview: see how the exported plan will look.
Items that need reviewing
Items are highlighted in pink and marked (draft) until they've been reviewed. Anything brought in from a template says "Imported section from template, please review." Anything copied from another plan says "Duplicated from another risk assessment, please review." Open each one, check it fits this project, and save it.
To change the order of sections or risk assessments, click View all for that list and drag the items into place.
Editing a safety plan
Click Edit in the toolbar (or the pencil icon next to the plan on the Projects dashboard).
- Safety Plan Title: rename the plan. This is the title on the exported document.
- Owner: the team member responsible for the plan.
- Would you like to update the safety plan collaborators? Choose Yes to add or remove collaborators.
Click Update Safety Plan to save. You'll see "Your safety plan has been updated".
Recent Activity
Click Recent Activity to see a dated log of every change to the plan: what changed, who changed it and when.
Related: Creating a Project · Team Collaboration · Exporting