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Creating and Using Project Templates

Save time on project setup by creating reusable templates from your existing project safety plans

Updated over 2 months ago

Who Can Use Project Templates?

  • Premium and Complete Customers:

    • Can create and use project templates

    • Hub Admin or Hub User roles required to order projects and access project template functionality

What Are Project Templates?

Project templates are saved Construction Phase Plans (CPP) that contain your safety plan answers including:

  • Emergency procedures and contact information

  • Site hazards identification and risk controls

  • Required PPE selections

  • Site review and toolbox meeting frequencies

  • Standard safety protocols for similar project types

Templates allow you to reuse safety plan configurations across multiple projects, significantly reducing setup time for similar work.

Creating a Project Template

There are three ways to create project templates in HazardCo:

Method 1: Save During Project Ordering (Recommended for First Template)

When ordering a new project, you can save it as a template at the same time.

  1. Click Create New Project to start a new project order

  2. Complete pages 1 and 2 (Basic Details and Project Type Selection)

  3. On page 3 (Construction Phase Plan), look for the "Save as template" checkbox at the top of the safety form

  4. Tick the checkbox to enable template creation

    • If you have no project templates currently saved, this checkbox will be automatically ticked by default

    • You must enter a template name before you can proceed to the order summary page

  5. Enter a descriptive template name in the field provided

    • Template names must be unique within your company

  6. Complete your Construction Phase Plan as normal

  7. Continue through the project ordering process

  8. When you complete your order, your project will be created AND a template will be saved automatically

Method 2: Save an Existing Project as a Template

This is useful when you've completed a project and want to reuse its safety plan configuration.

  1. Open the Project Overview for a completed project

  2. Click the Project Options menu in the top right corner

  3. Select Save as Template from the dropdown menu

  4. Enter a descriptive template name that clearly identifies what type of project this template should be used for

  5. Click Save to create your template

Please Note:

  • Saving a project as a template doesn't modify or affect the original project

  • The template will contain all safety plan information from that project

Method 3: Create a New Template from Scratch

This is useful when you want to build a template without creating an actual project first.

  1. Navigate to Projects in the Hub

  2. Click Manage Templates in the top right corner of the Projects list page

  3. Click the Create New Template button

  4. An empty template form will open

  5. Enter a descriptive template name

  6. Complete only the fields you want to include in the template

  7. Click Save to create your template

Benefits of Creating from Scratch:

  • Build comprehensive templates without paying for a project order

  • Focus on creating high quality templates for your team without project-specific details

  • Ideal for setting up multiple templates before you need them

Managing Your Templates

Accessing Template Management

  1. Navigate to 'My Projects' in the Hub

  2. Click 'Manage Templates' in the top right corner of the Projects list page

Template Management Options

From the Manage Templates area you can:

View Templates

  • See all templates created by anyone in your company

  • Review template names and creation details

Edit Templates

  • Click the edit option next to any template

  • Modify any safety plan fields as needed

  • Save changes to update the template for future use

Delete Templates

  • Click the delete option next to the template you want to remove

  • Confirm deletion in the confirmation modal that appears

  • Template is permanently removed from your company account

Using Project Templates During Project Ordering

  1. Start a new project order using the 'Create New Project' button

  2. Complete pages 1 and 2 (Basic Details and Project Type Selection)

  3. On page 3 (Construction Phase Plan), look for the 'Select Template' option at the top of the page

  4. Click 'Select Template' to open the template selection menu

  5. Choose the project template that best matches your new project type

  6. Review and update the populated information as needed for your specific project

  7. Continue with the remaining project ordering steps

Project Templates FAQ's

Why use Project Templates?

  • Time savings: Quickly populate the CPP with the right information every time you order a project

  • Consistency: Standardised CPP documents across similar projects

  • Easy customisation: Modify template answers for project-specific requirements

If I update a template will it update my projects?

  • No, updating a template doesn't affect existing projects created from it

  • Saving a project as a template doesn't modify the original project

  • You can delete templates without affecting any projects that used them

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