Before You Begin
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Safety Events are only available for customers using both Resource Planning and Safety (Inspections or Trainings). |
Before editing a safety event:
The safety event must already exist in the project plan
You must have access to Safety Inspections and Trainings
Changes may affect existing requests depending on the event’s status
Edit or Reschedule a Safety Event
To edit or reschedule a safety event:
Go to Scheduling → Project Planning
Open the project plan
Locate the safety event on the timeline
Click the safety event
Select Edit (pencil icon in the top right)
Update the event details:
Change the Date to reschedule
Update Notes if needed
Click Submit
The safety event will be updated on the project timeline.
What Happens When You Edit a Safety Event
What happens next depends on the current status of the safety event.
If the Event Is Still in Draft
You can freely edit the event
No additional actions are required
If the Event Has Been Requested or Approved
Updating the event may reset the request
You may need to send a new request
Any previously assigned safety work may need to be reassigned
In some cases, you may be prompted to choose how to handle existing assignments.
 | Important Things to Know
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