• Select an existing Site, or enter a new Site Name, an Address, or both before work at heights starts.
• Use the Address search to find the correct address. Existing Sites use their saved address.
• Add personnel involved. The same worker cannot be added twice.
• Once saved, Level 2 users can only reopen this form if they completed it or are listed under Personnel Involved. Other Level 1/2 users can view the saved PDF only from the Emergency page.
• Personnel signatures are evidence. Save requires every Personnel Involved row to have a name/signature, then locks those signed rows.
• Extra personnel can still be added before approval; they must sign before the next Save and then lock too.
• Save requires Completed By name/signature and locks the Completed By fields/signature. Save does not create a PDF.
• Level 3 and Level 4 users can reopen a saved draft, tidy non-signature content, upload files, add extra personnel, then Draft PDF or Approve.
• Press Draft PDF to create a draft PDF.
• Press Approve after checking the form. Once approved, the form locks and the Completed By fields/signature stay visible for future viewing.
• Level 3 and Level 4 users can email Rescue from Heights plans from the Emergency DB.