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Manage plant check kinds and tiers

Configure and understand the different safety and compliance check kinds applied to a plant, including their tiers, responsibilities, and default schedules.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the plant checks panel​

Navigate to the plant’s admin area and open the multi-check panel to see all checks currently associated with the selected plant.

Open the plant checks panel

Step 2: Review available check kinds​

In the panel, review each check kind (Daily pre-use, LOLER thorough examination, PUWER periodic) along with its label, chip, and icon to understand what is currently tracked for the plant.

Review available check kinds

Step 3: Check tiers and responsibilities​

For each check kind, confirm whether it is Tier 1 or Tier 2 and review who is responsible for carrying it out, so you can assign the correct team members or external specialists.

Check tiers and responsibilities

Step 4: Confirm default warning windows​

Review the default "due soon" warning windows (in days) for each check kind, ensuring that reminders and status bands will surface at appropriate times for your project.

Confirm default warning windows

Step 5: Review default cadence summaries​

Check the default cadence summaries for each check kind to understand how frequently each inspection or examination is expected before any custom scheduling is applied.

Review default cadence summaries

Compare the plant’s category with the recommended categories for each check kind, and decide which checks should be enabled or prioritised for that specific type of plant.

Align checks to recommended plant categories

Step 7: Interpret status bands for each check​

Use the coloured status bands (green, due soon, overdue, defect, paused, unknown) associated with each check kind to quickly understand the plant’s current compliance position.

Interpret status bands for each check


Last updated: 2026-08-07