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What you'll accomplish

By the end of this guide, you'll have a Claude Project loaded with your company's field safety manual, switching procedures, and grounding standards — so you can ask plain-language questions and get answers from your actual company documents instead of calling the operations center or flipping through binders.

What you'll need

  • A Claude account (free to create at claude.ai)
  • Cost: Claude Pro ($20/month) — required for Projects feature
  • Your company's field safety manual or switching procedures in PDF format (check your company intranet or ask your safety department)
  • Time needed: 45-60 minutes to set up; instant lookups after that

How-To Guide: Build a Company Safety Procedures Reference in Claude

Step 1: Create your Claude account and upgrade to Pro

  1. Go to claude.ai on your phone or computer
  2. Click Sign up and create an account with your email
  3. Click on your profile icon → Upgrade to Claude Pro ($20/month)
  4. Enter payment info and confirm

What you should see: Your account shows "Pro" in the corner. You now have access to Projects.

Troubleshooting: If the Pro option isn't visible, check that you're logged in. Claude.ai may look slightly different on mobile vs. desktop — the core features are the same.