Exporting

Exporting turns your safety plan into a finished PDF document, with a title page, a linked table of contents, your safety plan sections and your risk assessments. It's downloaded as a .zip file that contains the PDF and a folder of your supporting documents.

Opening the export page

Open the safety plan and click Export in the toolbar.

At the top of the page, Safety Plan Exports lists the exports you've already made for this plan. Below it is Create new export.

Step 1: Title page details

• Title: the name on the front of the document, for example "Construction Phase Plan" or "Event Management Plan".

1. Use Logo: choose Team Logo, Custom Logo (upload a different one, for example your client's), or No Logo. Your team admin may have locked this to the team logo in Team Settings.
2. Author, Company, Client, Revised date and Version. These are filled in for you from your account and the project, and you can change them. Increase the version number each time you reissue the plan.

Step 2: Choose what to include

Under Select which components of your project you would like to export, tick Safety Plan Sections, Risk Assessments and/or Supporting Documents.

If any sections or risk assessments are still at draft, they're left out unless you tick the box underneath to include them. It's best to review and save them first.

Step 3: Check the preview

The Preview shows exactly how your PDF will look. Scroll through it, or click Popout preview to open it in a bigger window.

Adjusting page breaks

Tick Include page break markers to show numbered markers at each point where a page could break. Then click Page breaks:

1. Under Add page breaks, enter the marker numbers where a new page should start, separated by commas (for example 9, 14, 22). Under Remove page breaks, enter the markers that should flow on without a break.
2. Click Preview to see the result. When you're happy, click Save to Sections to save the page breaks to your safety plan sections.

You'll see a message like "Page breaks saved. Added 0, removed 0, updated 3 sections." You can also set page breaks on each section. See Using Safety Plan Sections.

Step 4: Confirm and export

1. Read the Terms & Conditions and tick to confirm that the plan has been prepared by a person with the relevant knowledge, skills and experience, and that arrangements will be made to put the control measures in place.
2. Click Export.

You'll see "Your safety plan has been exported", and the export appears at the top of the page as "Export is being prepared. Please check back in a few minutes."

Step 5: Download your plan

When the export is ready, you'll get an Export Ready email from SafetyPlan.io. Click Download Export.

You can also download it from the export page, under Safety Plan Exports:

1. Click the file name (for example Risk Assessment and Method Statement - version 1.zip) to download it.
2. Click the copy link button to copy a download link you can share. The bin deletes the export.

What's in the download

Open the .zip file to find:

• Your safety plan as a PDF, named with its title and version.
• A Supporting Documents folder with your supporting documents, if you included them.

Related: Exporting Supporting Documents · Team Settings