Workspace

Resources

Field-ready toolsPlan work, review hazards, and manage crews — all in one workspace.

Your operations workspace

Plan the job.
Coordinate the field.

Everything you need to plan the job, keep your teams organized, and put safety first. Build PTPs, schedule crews, complete safety audits, and review weather and hazards.

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Essential tools, one tap away

Safety AuditsInspect the site and document findings.↗

Conditions & planning

Workday weather outlook

San Antonio, Texas · NWS forecast

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SELECTED WORK WINDOW

Loading the National Weather Service forecast…

Weather details are sourced from public forecast services. Always verify jobsite conditions before starting work.

Safety Alerts

Send targeted weather and field safety messages to selected CDI job leads.

1 · ALERT DETAILS

Create Alert

Teams setup required

Project / Site

Alert Type

Severity

Expires / Recheck

Message

2 · RECIPIENTS

Select Job Leads

0 selected

Only checked job leads will receive this alert. Add or remove leads from your saved Job Lead List below.

3 · REVIEW & SEND

Message Preview

Security: the Microsoft/Teams credential belongs in Cloudflare, not in this HTML file. The website sends only the alert text and selected work emails to the protected endpoint.

Hazard Library

Reference library for safety leaders and supervisors.

Forms

View current CDI field forms and the CDI Safety Manual in one place.

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REFERENCE MANUAL

CDI Safety Manual

Open and reference the current CDI Safety Manual.

Open Full Screen

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FIELD FORM

Sign In Sheet

Printable sign-in sheet with date, name, and numbered attendance rows.

Open / Print

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INSPECTION

MEWP Inspection Checklist

Companywide mobile elevated work platform checklist for general inspection, controls, and inspector sign-off.

Open / Print

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EMPLOYEE AGREEMENT

Z87 Visor Agreement

Employee agreement for use of the company-approved Z87-rated helmet visor attachment.

FormReference / print copy

Open / Print

Page of —

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1. Job Info

2. Crew

3. Work Steps

4. Checklist

5. Review

Create PTP

Enter the information that belongs on the CDI PTP.

Job No.

Company

Job Leader

Job Lead or Foreman

Date Started

Time Started

Date Completed

Time Completed

What work is your crew performing today?

List the work in the order you plan to perform it. Keep it simple and describe only the actual work. Example: Install J-hooks, pull cable, then mount monitors. Do not worry about hazards, PPE, tools, setup, or cleanup yet — the tool will ask those next.

Production Goal / Finish Date

WORKDAY FORECAST

Weather exposure

Where will the crew work?

Loading the National Weather Service forecast…

Forecast start

Forecast end

Outdoor or exposed work uses the highest expected condition between the selected hours. Indoor only suppresses automatic heat, rain, wind, and lightning hazards on the PTP; severe alerts still remain visible on the dashboard.

Crew

Add one person at a time.

Tell Us About Today's Work

Give the tool the facts about today's work. Most answers are quick selections. Categories stay closed when they do not apply.

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How this works

You already described the work. First confirm the order of the major tasks, then select what applies. The tool will expand each task in that same order and build the detailed work sequence.

Confirm the order of today's major tasks

The tool separated your work description into major tasks. Make sure these are in the order the crew will actually perform them. Press and drag a task to move it.

Confirm this order before building the detailed work sequence.

What systems / scope are involved?Select all that apply.

Surveillance / Cameras Access Control / Door Hardware Intrusion / Security Devices Fire Alarm CAT6 / CAT6A Cabling Fiber Optic Cabling Racks / Cabinets / Patch Panels Cable Tray / J-Hooks / Pathway AV / Speakers / Intercom Grounding / Bonding Electrical / Power Outside Plant / Underground Troubleshooting / Repair Other / Custom Work

What actual work activities are involved?Staging, pre-use inspection, housekeeping, and final restoration are added automatically when applicable.

Pull / Route Cable Open / Work Above Ceiling Drill / Anchor / Penetrate Mount Equipment / Devices Terminate / Connect Fiber Splice / Termination Label / Dress Cable Test / Commission Firestop Penetrations Cut / Grind / Hot Work Excavation / Handhole / Manhole Move / Position Heavy Material

Work conditions & safety details

⌂

Work Location & ConditionsAlways complete this section.

OpenN/A

Where will the crew work?

IndoorsOutdoorsData Hall / Critical FacilityIDF / MDF / Telecom RoomOffice / Occupied AreaElectrical / Mechanical RoomHallway / CorridorLoading / Staging AreaParking / Vehicle AreaRoof

What conditions are present?

Wet / Slippery SurfaceUneven SurfacePoor LightingCongested AreaRestricted AccessOther Trades NearbyWork Above CrewPeople Below Our WorkVehicle / Equipment TrafficHeat ExposureWind / Rain / WeatherHigh Noise

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Access / Working at HeightLadders, lifts, elevated platforms, or roof access.

AppliesN/A

What will be used?

Step LadderExtension LadderPlatform LadderScissor LiftBoom LiftScaffoldRoof / Elevated Platform

What additional exposure applies?

Near Door / OpeningUneven Setup SurfacePeople BelowOverhead ObstructionsLift Travel While ElevatedNarrow / Restricted Access

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Tools & Powered EquipmentSelect the tools that will actually be used.

AppliesN/A

Tools / equipment

Hand ToolsSnips / Cutters / KnifeFish Tape / RodsDrill / Impact DriverHammer / Rotary DrillCore DrillSaw / GrinderHEPA Vacuum / Dust ControlFiber / Fusion ToolsTester / Certifier

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Material HandlingHeavy, bulky, overhead, or mechanically moved materials.

AppliesN/A

What will be moved or positioned?

Cable Reel / SpoolLaddersDevices / CamerasRack / CabinetTray / Pathway MaterialHeavy / Bulky ItemCart / DollyForklift / Material Equipment

How will it be handled?

Two-Person / Team LiftLift / Hold OverheadCarry on StairsRigging / Hoist

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Electrical / Energized ExposureWork on, inside, adjacent to, or near energized components.

AppliesUnsureN/A

What may be present?

Low-Voltage System120V or GreaterPanel / CabinetPower Supply / ControllerBattery / UPSExisting Energized WiringUnknown Electrical Source

Will any of these occur?

Remove Cover / GuardReach Inside EquipmentEquipment Can Be De-Energized

Important: This PTP does not authorize energized electrical work. Work requiring special authorization must follow CDI and project requirements before it begins.

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Hazardous Energy / LOTOUnexpected startup, movement, pressure, stored energy, or energization.

AppliesUnsureN/A

Energy that could be present

ElectricalMechanicalHydraulicPneumatic / PressureGravity / Stored MotionThermalBatteryUnknown

Planning status

Isolation Point IdentifiedLocks / Tags RequiredMultiple EmployeesOther Trade Controls EnergyZero-Energy Verification Required

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Drilling / Cutting / PenetrationsAnchors, holes, cutting, grinding, or penetration work.

AppliesN/A

Surface / material

DrywallWoodMetalConcreteMasonryUnknown Surface

Concealed / affected systems

Electrical May Be ConcealedPlumbing May Be ConcealedFire Protection May Be ConcealedLocation Cleared / Scanned

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Above-Ceiling WorkOpening or reaching above suspended/hard ceilings.

AppliesN/A

Ceiling / overhead conditions

Suspended Ceiling GridOpen CeilingHard LidExisting PathwayOther Utilities OverheadSharp Edges / DebrisRestricted VisibilityPeople Below Work

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Cable Pulling / RoutingPulling, feeding, routing, dressing, or supporting cable.

AppliesN/A

How will cable be routed?

Reel / SpoolThrough ConduitTray / J-HooksVertical PullLong / Multi-Person PullFish Tape / RodTugger / Cable PullerAround Corners / Bends

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Mobile Equipment / VehiclesPowered equipment, deliveries, or traffic near the crew.

AppliesN/A

Equipment / traffic

ForkliftTelehandlerPowered CartDelivery / Company VehicleOther Trade EquipmentPedestrians NearbyBlind Corners / ReversingSpotter Needed

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Excavation / Handhole / ManholeOpening, working around, or entering below-grade spaces.

AppliesUnsureN/A

What will happen?

Work From Surface OnlyOpen Handhole / ManholeEnter Excavation / TrenchEnter ManholeUnderground UtilitiesWater PresentTraffic Nearby

Important: Entry into a trench, excavation, manhole, or other space may require additional competent-person, access, atmospheric, or permit controls. The PTP does not replace those requirements.

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Dust / Chemicals / Airborne ExposureDust, adhesives, cleaners, fumes, or other substances.

AppliesN/A

What may be present?

Concrete / Masonry DustGeneral Construction DustAdhesive / SealantCleaner / SolventFirestop MaterialCutting / Grinding FumesUnknown Substance

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People / Barricades / Simultaneous WorkAnyone who could enter, walk below, or be affected by the work.

AppliesN/A

Who may be affected?

Other TradesCustomer / OccupantsGeneral PublicVehicle TrafficConesCaution TapeHard BarricadeSpotter / Controlled Access

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Hot Work / Sparks / HeatFlame, sparks, grinding, cutting, or ignition sources.

AppliesN/A

What applies?

GrindingCuttingWelding / BrazingHeat-Producing ToolCombustibles NearbyHot Work Permit RequiredFire Watch Required

Special / Unusual WorkUse this to flag work outside normal CDI low-voltage activities.

AppliesUnsureN/A

Flag anything that applies

Confined SpaceEnergized ElectricalCrane / Critical LiftRespiratory ProtectionTraffic ControlRoof / Unprotected EdgeOther Unusual Condition

Safety review: Special or high-risk work may require permits, authorization, training, or a separate plan. Completing this PTP does not authorize the work by itself.

The tool will preserve the major-task order you confirmed above.

Review the Detailed Work Sequence

The tool arranged setup first, followed by pathway/support work, cable work, devices, testing, and housekeeping. If your job requires a different sequence, press and drag a step before confirming.

Review the detailed sequence, then confirm it below.

Red appears only when the tool finds a clear dependency conflict. It no longer compares your order to the first generated order.

PTP Checklist

Answer the same Yes / No / N/A questions used on the CDI PTP. Your answers are carried onto the official form.

Final Work Area Confirmation

PPE cleaned / ready for continued use?

YesNoN/A

Tools / work area cleaned up?

YesNoN/A

Company vehicle cleaned / secured?

YesNoN/A

Work surfaces restored / cleaned?

YesNoN/A

Changes / Daily Confirmation

Personnel changed from original plan?

YesNoN/A

Task changed from original plan?

YesNoN/A

Jobsite / weather conditions changed?

YesNoN/A

Access changed from original plan?

YesNoN/A

Entire crew made aware of changes?

YesNoN/A

Any accident / injury today?

YesNoN/A

Materials and safety equipment available?

YesNoN/A

All crew members confirm the final daily access statements on the CDI PTP?

YesNoN/A

What changed? Include date/time if applicable.

Permit / Special Work

Confined spaceElectrical room workHot workCrane – critical liftEnergized electricalLadderElevatorGround / wall penetration

Review PTP

PTP Ready

Review the completed PTP below. You can tap any line to edit it or tap any checkbox to change it before saving.

Field Management Workspace ToolSafety Audit · Field inspections

Plan the job.Coordinate the field.

Where would you like to start?

Workday weather outlook

Safety Alerts

Create Alert

Select Job Leads

Message Preview

Hazard Library

Forms

CDI Safety Manual

Sign In Sheet

MEWP Inspection Checklist

Z87 Visor Agreement

Create PTP

Weather exposure

Crew

Tell Us About Today's Work

Confirm the order of today's major tasks

Review the Detailed Work Sequence

PTP Checklist

Final Work Area Confirmation

Changes / Daily Confirmation

Permit / Special Work

Review PTP

PTP Ready ✓

Plan the job.
Coordinate the field.

PTP Ready