Steps to Add Prerequisite Documents to a PTW Plan
- Log in to PEER.
- Navigate to the PTW Calendar.
- Click the + button in the calendar to create a new PTW Plan.
- Fill in all required PTW Plan detail, click the + button next to the Prerequisites list.
- 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.
- Select the required prerequisite documents. Selected documents will appear at the top of the prerequisite list.
- To remove a selected document, unchecklist the document.
- Click CONFIRM to attach the selected prerequisite documents to the PTW Plan.
Use the filter options to quickly find approved prerequisites:
- Today — Shows prerequisites approved today.
- Latest 30 Days — Shows prerequisites approved within the past 30 days, counted from the most recent submission date.
- Last 30 Days — Shows prerequisites approved within the past 30 days, counted from today’s date.
- Last 6 Months — Shows prerequisites approved within the past 6 months.
- Older than 6 Months — Shows prerequisites approved more than 6 months ago.
- User Defined — 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.