Each client's manual and rules

Every client has its own safety program. LaunchPad Safety keeps each client's HES manual and rules apart, and the agent uses the right ones on each client's jobs.

Which manual and rules the agent uses

Another client's manual or rules are never used.

Your own rules are your practice, not automatically the client's policy. The agent applies them on every client's jobs and cites each rule by its code (CR-…), without saying whether it is yours or the client's. Before you approve a draft, check that any rule it cites fits that client's program, and agree with each client which of your practices they adopt; add those as the client's own rules.

Add a client's manual

1. Open Safety Manual.
2. Under Client, choose the client. Choose Our own manual for your firm's.
3. Upload the manual as a text-searchable PDF (or Word file), then confirm it. Updates, single sections and confirmation work as for any manual. See Upload and confirm your company safety manual.

Add a client's rules

1. Open Safety library → Company rules.
2. Under Client, choose the client (or Our own rules (every client)).
3. Add the rule as a full sentence, and link it to the regulation it tightens if you like. See Company rules.

Good to know

• The client's manual and rules are used in the work for that client: photo reviews, inspection templates, JSAs and toolbox talks built for its projects, site orientations and permits. Ask Safety on its own answers from your firm's own manual and rules.
• Your firm's own rules suit your methods ("100% tie-off above 6 feet on every job"); a client's rules suit its own program ("hard hats with chin straps on Alpha's sites").