🏢 How to Manage Task Analysis Documents for Existing Sites

In Take5™️Connect managing Task Analysis (TA) documents ensures that all tasks are planned with safety in mind, identifying risks and controls effectively. This guide will walk you through adding and managing TA documents for your existing sites. 👇

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Step 1: 📂 Navigate to Task Analysis Documents

1. From the main menu, click on Templates.
2. Then, select Task Analysis Documents.
3. This will display all the existing TA templates in your account.

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Step 2: 📝 Adding an Existing Task Analysis to a Site

1. Locate the TA document you wish to add.
2. Click Edit next to the desired document.
3. In the dialog box that appears, click Select Sites.
4. Tick the projects/sites you want to assign the TA document to (use the search bar to find them).
5. Click Select & Close.
6. Finally, click Save to add the document to the selected sites.

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Step 3: ➕ Creating a New Task Analysis Document

1. Click + New at the top of the Task Analysis Documents page.
2. Enter a Name for the new TA document.
3. Click Add Files to upload the necessary files.
4. In the dialog box, select the sites you want to assign this TA document to.
5. Click Save to create and assign the new TA document.

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❓ Troubleshooting

• TA Document Not Appearing in Site?
  Ensure you have saved the document after assigning it to the site. Refresh the site page to see the updates.
• Unable to Edit TA Document?
  Check if you have the necessary permissions to edit TA documents. Contact your Take5™️ Connect administrator if needed.

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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