Who owns what, and your records
Your library is yours; what you deliver on a client's job is the client's project record; how to keep the records you need.
What's yours and what's the client's
| Belongs to | Where it lives | |
|---|---|---|
| Your library: inspection templates, toolbox talks, JSAs, your methods | You | Your account |
| Inspections, observations, corrective actions | The client's project record | The client's Procore (and your account) |
| Toolbox talks and JSAs delivered on a job, with attendance and signatures | The client's project record | The client's Procore, as a signed PDF (and your account) |
| Incidents | The client's project record | The client's Procore Incidents tool and Daily Log (and your account) |
| A template you published into the client's Procore | A copy in the client's system | The client's Procore |
Editing or deleting a template in your library never changes a delivered record. Closing a client never touches your library.
Agree the rest in your consulting agreement
Who keeps which records, and what the client may do with templates you published into its Procore after the engagement, is between you and your client. LaunchPad Safety's Terms (section 11.6) say so, and that LaunchPad Safety keeps records for neither of you.
Keep what you need
- LaunchPad Safety is not a long-term records archive. The employer responsible for a record (usually your client) keeps it for the period the law requires, for example OSHA 300, 300A and 301 logs for five years.
- Don't give a client your Download everything file. It contains every client's records and your library. For a client hand-off, use the client's records in their own Procore and the What reached Procore report on Clients to list anything that never reached it.
- The Administrator can Download everything at any time (Settings), for your own files. The download includes a list of every file with its checksum. See Download your records.
- If your own subscription ends, you have 90 days to download or restart; then your account's data is deleted. See Cancel your subscription.
Still stuck? Call or text (888) 207-2330 or email support@launch-pad-core.com.
