How to complete a pre-site acceptance checklist
As a BMD Standard User, onboard an item of mobile plant to a BMD project site.
Rebecca Hallowell
12 steps
2 minutes
1
Navigate to equipment in the sidebar menu.
2
Select the equipment record current **Pending Review.** *TIP! Select Filter Pending Review to sort record easily.* Select the specific equipment record from the filtered list.
3
When you have selected the require item of mobile plant, click *Option*, then select *Edit.*
Document Review
4
Review the equipment details. Download the plant risk assessment, Road registration, Service records and any other documents required for the item of mobile plant. Ensure documents are current, in date and meet the onboarding requirements.
5
Under plant inspection photos click the blue plus button to add photos of the equipment. Note: this shows the condition of the item of plant at the time it arrived on BMD site.
6
Complete all fields in the Equipment Checklist by selecting Yes/ No/ N/A
7
Where requirements are not yet, Select Fail to reject the item of plant. An email notification will be sent to the subcontractor company of the status.
8
Select **Approve** when all requirements are met.\ Supervisor signs and Saves & Approve Inspection.
9
Once approved the item of plant will appear in the equipment as On Site.
Shared equipment
Note: An item of plant can be shared when competing the site inspection checklist, or at a later time as required by going into the record and selecting edit.
10
To Share an item of mobile plant, within the record of the required piece of equipment, under Equipment Type Selection check the tick box for *Is Equipment Shared?*
11
Scroll down to the Assign Other Employers section and check the tick boxes for the relevant subcontractor companies you wish to share the item of mobile plant with.
12
Assign operators to the item of plant by checking the tick box. Only workers who are inducted to site and hold the relevant competency in the system will appear.
How to complete a pre-site acceptance checklist
As a BMD Standard User, onboard an item of mobile plant to a BMD project site.
Rebecca Hallowell
12 steps
2 minutes
1
Navigate to equipment in the sidebar menu.
2
Select the equipment record current **Pending Review.** *TIP! Select Filter Pending Review to sort record easily.* Select the specific equipment record from the filtered list.
3
When you have selected the require item of mobile plant, click *Option*, then select *Edit.*
Document Review
4
Review the equipment details. Download the plant risk assessment, Road registration, Service records and any other documents required for the item of mobile plant. Ensure documents are current, in date and meet the onboarding requirements.
5
Under plant inspection photos click the blue plus button to add photos of the equipment. Note: this shows the condition of the item of plant at the time it arrived on BMD site.
6
Complete all fields in the Equipment Checklist by selecting Yes/ No/ N/A
7
Where requirements are not yet, Select Fail to reject the item of plant. An email notification will be sent to the subcontractor company of the status.
8
Select **Approve** when all requirements are met.\ Supervisor signs and Saves & Approve Inspection.
9
Once approved the item of plant will appear in the equipment as On Site.
Shared equipment
Note: An item of plant can be shared when competing the site inspection checklist, or at a later time as required by going into the record and selecting edit.
10
To Share an item of mobile plant, within the record of the required piece of equipment, under Equipment Type Selection check the tick box for *Is Equipment Shared?*
11
Scroll down to the Assign Other Employers section and check the tick boxes for the relevant subcontractor companies you wish to share the item of mobile plant with.
12
Assign operators to the item of plant by checking the tick box. Only workers who are inducted to site and hold the relevant competency in the system will appear.
