In some situations, pre-planning work is required for a project. For example, if during the course of an inspection you discuss an upcoming activity, like scaffold erection, that requires planning you can create a pre-planning item. A deliverable for this type of activity might be the development of a Job Hazard Analysis that includes identification of fall protection measures, falling object protection, and other controls. You can add pre-planning details to an inspection by doing the following:
Navigate to the "Edit Inspection" screen and view the categories.
Click on the ‘P’ icon next to the category. This will open the ‘Add Pre-Planning’ screen. Enter details and assign responsibility for any deliverables defined in the Pre-Planning item. The team member that is assigned responsibility for the item will receive a separate email when the inspection report is emailed.
Click the ‘Done’ to save the pre-planning item.
You will see a red ‘1’ next to the category that has a pre-planning entry. You can click on the P with the red number to view existing pre-planning items and open/edit.
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