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 Site Specific Safety Plan (SSSP) 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.
Click Create New Project to start a new project order
Complete pages 1 and 2 (Basic Details and Project Type Selection)
On page 3 (Site Specific Safety Plan), look for the "Save as template" checkbox at the top of the safety form
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
Enter a descriptive template name in the field provided
Template names must be unique within your company
Complete your SSSP as normal
Continue through the project ordering process
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.
Open the Project Overview for a completed project
Click the Project Options menu in the top right corner
Select Save as Template from the dropdown menu
Enter a descriptive template name that clearly identifies what type of project this template should be used for
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.
Navigate to Projects in the Hub
Click Manage Templates in the top right corner of the Projects list page
Click the Create New Template button
An empty template form will open
Enter a descriptive template name
Complete only the fields you want to include in the template
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
Navigate to 'My Projects' in the Hub
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
Start a new project order using the 'Create New Project' button
Complete pages 1 and 2 (Basic Details and Project Type Selection)
On page 3 (Site Specific Safety Plan), click the 'Select Template' menu top left to open the template selection menu
Choose the project template that best matches your new project type
Review and update the populated information as needed for your specific project
Continue with the remaining project ordering steps
Project Templates FAQ's
Why use Project Templates?
Time savings: Quickly populate the SSSP with the right information every time you order a project
Consistency: Standardised SSSP 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