Daily Pre-Task Plans
Crew tier and aboveIn the app: /pretask
Daily Pre-Task Plans are the morning huddle written down: today's task, the hazards, the controls, the PPE, and the crew's sign-off before work starts. It is the document a general contractor asks for first after something goes wrong.
1.Write today's plan
- Open Pre-Task Plans and press New Plan.
- Pick the job site and enter the location or area and the task or scope of work for today.
- Under Hazards, write what could hurt someone today. Under Controls, write how each hazard is controlled. Add the required PPE and the weather or conditions if they matter.
- Build the crew: search the roster or type a name, or press Add whole crew for everyone assigned to that site.
- Save. If the site has a location, we record the weather conditions at the time on the plan.
2.Collect the crew's sign-offs
- Open the plan and go to Crew & sign-off.
- Pick who is signing from the crew list. They can sign with a finger in the signature box, or you can record the sign-off by name only.
- Press Add Sign-Off. We show how many of the crew have signed and who has not yet.
- Signing happens on the supervisor's phone or tablet at the huddle. There is no QR code for this.
3.Find an old plan
- Filter the list by job site or date. Each row shows the task, the site, the date, who prepared it and how many signed.
- Only an admin can delete a plan.
Common questions
- Does a plan need every crew member to sign?
- The app records who signed and who has not; it does not block the plan. Your procedure decides whether work starts with a name missing.
- Can I copy yesterday's plan?
- Not today. Write each day's plan fresh; the hazards are supposed to change with the work.