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Use cases

A construction project, on one record.

A new-build or a refurbishment. Materials, deliveries, permits to work, contractors, buried services and planning conditions. Business includes the operations tools; add planning for the conditions.

Site
Meadow Farm, phase 2
Reference
STE-MDF02
Scheme
32 homes
  • 7Permit types
  • 50People on Business
  • EveryDrawing version kept
  • £204A month

What it has to do.

General information as at October 2026. Not legal advice; check the regulation or ask a competent person.

  1. DutyIn plain wordsWhere in SAMRISK
  2. Plan the workA construction phase plan, and the project notified to the Health and Safety Executive when it is big enough.Documents
  3. Control contractorsCompetent contractors, and risky work under a permit.Contractors and permits
  4. Dig safelyServices located before anyone breaks ground.Buried services
  5. Discharge the conditionsPre-commencement conditions approved before work starts, including the biodiversity gain plan.Planning
  6. Fire safety on siteA site fire plan, hot work controlled, and everyone accounted for.Audits, visitor log
  7. Know who is on siteEveryone inducted and signed in and out.Visitor log
  8. Hand over the informationA health and safety file, and fire safety information for whoever runs the building.Documents, assets and inspections

The operations side of a build

In place of the binder of permits, the group chat of material orders and the shared folder of drawings.

  1. Material call-offs from request to delivery

    Concrete, cladding, fire doors and plant. Each call-off goes from draft to submitted, approved, ordered and delivered, with attachments and the delivery date.

    • Custom fields for each kind of material
    • Part deliveries recorded
    • Attachments on each call-off
  2. A permit to work for every risky job

    Hot work, confined spaces, electrical work, roof work, excavation and asbestos. Each permit records the hazards, the precautions and the protective equipment, and goes from draft to approved, active and completed.

    • Seven permit types
    • Hazards, precautions and protective equipment on each permit
    • Permits that expire or are cancelled, on record
  3. Insurance and certifications for every subcontractor

    Each contractor's insurance and trade certifications, with the dates they run out, so you can check before you issue a permit.

    • Insurance expiry dates
    • Certifications with expiry dates
    • Permits issued to named contractors
  4. Drawings and method statements, every version kept

    One folder for each discipline. Each drawing keeps every revision; upload the new one and the old ones stay, ready to download.

    • A new version on any document
    • Every earlier version kept and downloadable
    • Risk assessments and method statements filed with the drawings

The tools to switch on.

Business £189 and planning £15. £204 a month.

Try other sets in the kit picker

Meadow Farm, phase 2STE-MDF02

  • Business plan20 buildings, 20 sites, 50 people; contractors and permits, material call-offs, floor plans, assets and inspections, buried services, visitor log£189
  • PlanningConditions discharged before work starts£15
  • Sites, audits, tasks, documents, calendarFree on every plan£0

A month£204

The cheapest plan for this set. Prices as set in October 2026; see pricing for the current figures.

A week in its life.

Illustrative

  1. Mon 19 Oct

    07:30 · Kieran Walsh

    Issues a hot work permit for roofing on block B.

    PTW-0226
  2. Tue 20 Oct

    08:15 · Kieran Walsh

    Permit to dig on the access road. Services checked on the map first.

    PTW-0227
  3. Wed 21 Oct

    10:00 · Elena Rossi

    Uploads drawing revision C for terrace A. Revision B is kept.

    DOC-2470
  4. Thu 22 Oct

    09:30 · Kieran Walsh

    Calls off 24 flat entrance doors for block B, delivery on the 29th.

    MAT-0061
  5. Fri 23 Oct

    14:00 · Elena Rossi

    Condition 7 discharged. The decision notice is filed.

    DOC-2474

What a build carries

A construction project makes paper faster than anything else: call-offs, method statements, permits, drawings and handover packs. The Construction (Design and Management) Regulations 2015 ask for a construction phase plan, competent contractors and a health and safety file at the end. SAMRISK gives each project one place for that work as it happens, so at handover the evidence is already there, versioned and dated.

See developers.

Questions.

Can several subcontractors have access?
Yes. Invite each person; Business includes 50, and each extra person is £5 a month. Everyone in the company can see all its buildings, so keep projects for different clients in separate companies.
We move from project to project. Can we archive an old one?
Yes. Set the building to archived. It leaves the active list and its records stay.
Where do risk assessments and method statements go?
In Documents, in a folder for each contractor or trade, with every version kept. Check them before you issue a permit.
We are building a higher-risk building. Should we use the safety case during construction?
It helps. Golden thread information gathered as you build is easier to hand to the accountable person than information rebuilt after completion.
Can we hand the building over to the operations team?
Today a building stays in the company that created it. If the operator joins your company, the assets, documents, audits and contractor records are already there. Talk to us if ownership changes.

Tools this use case relies on

Real screens

See it in the app.

01 / 04
app.samrisk.co.uk/buildings/riverside-tower/overview
The building overviewA higher-risk building at a glance: the figures that matter, the journey with the regulator and what is next. Illustrative records.
Every action, one registerEvery action across every building and site, with where it came from and its latest update. Illustrative records.
The report viewSwitch from the form to the report and change any section there and then; both write the same answers. Illustrative records.
Branded reportsReports print to PDF with your own logo, the result on the cover and page numbers throughout. Illustrative records.

The example estate; records are illustrative.

Start the golden thread on day one

Business with planning, £204 a month. Add the safety case if you are building a higher-risk building.