Creating a Phase Plan

Creating a Phase Plan

To create a new phase plan, navigate to Phase Plans in the sidebar and click Create Phase Plan. This launches the nine-tab wizard that guides you through every section of the document.

Nine-Tab Wizard Overview

1. Project Details & Template — select a template and link a project. The project selection auto-populates client, venue, crew, and date fields. Enter the project title, venue address, scope of works, and start/end dates.
2. Contacts & Team — add dynamic contact rows with role, name, and contact details. The project team section is auto-populated from existing crew assignments on the selected project.
3. Show Agenda — build a chronological timeline of the event day(s) using datetime and task description entries. Add as many rows as needed.
4. Project Management — complete sections covering security, parking, power supply, welfare facilities, first aid arrangements, communication protocols, waste management, environmental considerations, site rules, training requirements, permits to work, and the PPE requirements grid.
5. Select Hazards — use the HazardSelector component to choose from 60+ hazards in the shared hazard library. Hazards are grouped by category for easy browsing.
6. Safe Systems of Work — use the SafeSystemSelector component to attach relevant safe systems from the library to your phase plan.
7. Project-Specific Risk Assessment — use the RiskMatrixCalculator to score each identified hazard with initial likelihood and severity ratings, define control measures, then score the residual risk after controls are applied.
8. Sequence of Works — describe the full timeline from load-in through to load-out in a free-text area. This covers all operational phases of the project.
9. Review & Generate — review summary cards for each section, verify all required fields are complete, then click Submit to generate the phase plan.

Auto-Save

Drafts are saved automatically as you work through the wizard. If you navigate away or close the browser, your progress is preserved. When you return to the phase plan, the wizard resumes from where you left off with all previously entered data restored.

Auto-Population

Selecting a project on the first tab triggers auto-population of several fields across the wizard:

• Project title — populated from the project name
• Venue address — populated from the project venue or the client's registered address
• Scope of works — summarised from the equipment categories assigned to the project
• Start and end dates — populated from the project schedule
• Project team — populated from crew assignments on the project

All auto-populated fields remain fully editable, allowing you to refine the content as needed.

Templates

Templates allow you to pre-fill sections of the wizard based on previous phase plans or standard configurations:

• System templates — provided by NexusRMS, read-only, cannot be edited or deleted
• Custom templates — created by your organisation, fully editable and deletable
• Usage tracking — each template displays a usage count showing how many times it has been used

Version Tracking

Every time a phase plan is updated and saved, the version_number field automatically increments. This provides a clear audit trail of document revisions and ensures all stakeholders can identify the most current version.