🗂️ How to Add SSSP Documents for a PCBU1 or Main Account Holder’s Site

Adding your Site-Specific Safety Plan (SSSP) documents to a PCBU1 or Main Account holder’s site ensures compliance and facilitates safety management. This guide will walk you through the steps to upload and manage your SSSP documents within Take5™ Connect. 👇

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Step 1: 🏗️ Navigate to the PCBU1 Sites Tab

1. From the main menu, click on PCBU1 Sites.
2. A list of sites that you are connected to from your PCBU1’s account will be displayed.
3. Locate the required site and click on either Manage Safety Plan or Create Safety Plan on the right-hand side of your selected site.​

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Step 2: ➕ Add a Document to the Safety Plan

1. If it says Create Manage Plan, select this button.
2. A new dialog box will appear with the site address of your selected site.
3. Click on Add Document.​

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Step 3: 🗂️ Choose a Document Type

1. In the dialog box, click on the down arrow to the right of Document Type.
2. A dropdown list will be displayed.
3. Choose from the following options:

• Hazard Register
• Hazardous Substance Register
• Task Analysis
• Training/Competency Register
• Toolbox Talks
• Emergency Response Plan
• Incident Register
• Induction
• SSSP
• Other​

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Step 4: 📅 Set an Expiry Date (Optional)

1. If applicable, set an expiry date by clicking on the calendar icon to the right of Expiry Date.
2. Select the appropriate date from the calendar.​

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Step 5: 📤 Upload the Document

1. Click on Browse Files to select the document you wish to upload.
2. The number of documents selected will be displayed in blue.
3. Click on Save to save the document record and upload the selected files.
4. The uploaded document will appear under the Uploaded Files header, and the document status will read as Submitted.​

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Step 6: 🔄 Review and Manage Uploaded Documents

1. Only the PCBU1 or the Main account/site holder can change the status, add comments, and give a rating to the uploaded documents.
2. You will be able to see any comments and ratings added by the PCBU1 or main account holder.​

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❓ Troubleshooting

• Unable to Upload Document?
  Ensure the document meets the required format and size specifications.
  Verify you have the necessary permissions to upload documents.​
• Document Status Not Updating?
  Only the PCBU1 or Main account holder can change the status of the document.
  Contact the relevant person to update the status.​

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📞 Need Help?

If you need further assistance, please contact our support team:
📧 Email: support@take5connect.com
📞 Phone (NZ): 0800 582 535