Selection of multiple attachments (LOA, RA, SWP, and Other Prerequisite)

Steps to Add Prerequisite Documents to a PTW Plan

  1. Log in to PEER.
  2. Navigate to the PTW Calendar.
  3. Click the + button in the calendar to create a new PTW Plan.
  4. Fill in all required PTW Plan detail, click the + button next to the Prerequisites list.
  5. Search for the document you need using any of the following:
    • File name – type the attachment’s file name.
    • Caption – type the caption given to the attachment.
    • Document ref number – type the form or document number.
  6. Select the required prerequisite documents. Selected documents will appear at the top of the prerequisite list.
  7. To remove a selected document, unchecklist the document.
  8. Click CONFIRM to attach the selected prerequisite documents to the PTW Plan.

Use the filter options to quickly find approved prerequisites:

  1. Today β€” Shows prerequisites approved today.
  2. Latest 30 Days β€” Shows prerequisites approved within the past 30 days, counted from the most recent submission date.
  3. Last 30 Days β€” Shows prerequisites approved within the past 30 days, counted from today’s date.
  4. Last 6 Months β€” Shows prerequisites approved within the past 6 months.
  5. Older than 6 Months β€” Shows prerequisites approved more than 6 months ago.
  6. User Defined β€” Set your own date range by choosing a start date and end date.

Important Note:
If a document has no file name, its form number will be shown instead.

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