The plan phase will hold any information relating to the method statement including any associated risk assessments.
Once the capture phase is closed the plan phase will be available, if this doesn’t occur automatically you can select the plan phase from the right-hand phase menu.
1. Click on the ‘Plan’ phase under the Prepare section
2. Under the Required Risk Assessments section (if there is a risk assessment), click on the ‘Start’ button
You are directed to a risk assessment page.
3. Select if this a Repeated, or a One-off assessment
4. Click on the ‘Save’ button
5. Complete the risk assessment template for this specific task, assessing each hazard
6. Submit the risk assessment for review
7. Return to the task
8. Click on the ‘Close Plan’ phase