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A pre-task safety analysis (PTSA), also known as a pre-task plan (PTP), is a structured safety review conducted before beginning a specific task. Crews use it to identify potential hazards, define control measures, and confirm that everyone involved understands the risks. PTSAs demonstrate due diligence in meeting OSHA and client safety requirements.
1

Start a new analysis

Navigate to Logs, select +Add, then select Pre-Task Safety Analysis. Choose the required jobsite details and click Continue.
2

Complete the analysis

Fill in the task description, hazards, and control measures.
3

Certify worker attendance

In the Workers section, select the workers involved and toggle ON to certify their attendance. Add any relevant attachments.
4

Save

Select Save to submit the analysis.