Creating a Toolbox Talk through the Mobile App

Here you will learn how to create a Toolbox Talk

Please watch the following video on how to create toolbox talks via the Mobile App

 

Creating Toolbox Talks (2.40)

Also please scroll down the article for more information:

 

Index:

• Creating a Toolbox Talk
• Selecting a site
• Selecting Attendees for a Toolbox Talk
• Toolbox Talk Title & Agenda
• Add Files, Contacts and Tasks
• Digital signatures for Toolbox Talk
• Exporting Toolbox Talks to a PDF

 

Creating a Toolbox Talk

To create a Toolbox Talk in the App click on the icon that can be located at the bottom of the screen on any page within the App.

 

 

Then click on Create Toolbox Talk in the Create/Report menu that appears.

 

 

Selecting a Site

 

From here you can select the Site that want to record the Toolbox Talk against.

 

 

Selecting Attendees for a Toolbox Talk

 

Click on Select Assignees for the Toolbox Talk.  A list of all users connected to your network (including visitors) will display showing those who are currently signed into site first with a green circle to the right of their name followed by all other users. You can scroll to find the relevant person or search for them via the search bar at the top of the page. 

 

Click next to the green circle (user is currently signed into site) or next to the blank circle (user is not currently signed into site) to add them as an assignee and a tick will show next to the circle. Once you have clicked on all the Assignees go to the bottom of the page and click on Select Users.

 

 

Toolbox Talk Title & Agenda

 

Title - Type in the title of your Toolbox Talk

 

 

Agenda - Type in what is discussed at your Toolbox Talk or you can click on the microphone icon to do voice to text.

 

 

Add Files, Contacts and Tasks

 

Add Files - click on Add Files to upload any documents or you can open your camera and take photos or upload photos from your photo gallery.

 

Add Contacts - click on Add Contacts to send a PDF copy of the Toolbox Talk to your contacts.

 

Add Tasks - click on Add Tasks to create a Task.

 

Digital Signatures for Toolbox Talks

(available in Version 3.4.2 of the SiteConnect App or higher)

 

 

Toolbox Talk attendees have the option to sign that they have attended a Toolbox Talk.

When a user is selected as an Attendee they will be sent a Push Notification (notifications need to be enabled) advising that there is a Toolbox Talk record to sign.  A notification will also display in the Tasks Section on the Home page of the App.

 

Click on the link to open the Signature Field. The User can either draw their Signature or take an Attendance Selfie.  The user needs to click on Use Signature once they are happy with the signature.  The user can also clear their signature and start again if need be.

 

 

Attendees can also Sign on a Site Manager's device.  To do this the Site Manager needs to go to the Attendees Field of the applicable Toolbox Talk  and they will see a list of attendees with the tab Sign to the right. Click on this tab to open up the Signature Field for the applicable user.

 

 

The user can sign their Signature  or take an Attendance Selfie.

 

 

Once you have filled in all your fields then you can click Save either down the bottom of the page or in the upper-right hand corner to finalise your Toolbox Talk.

 

 

 

Exporting Toolbox Talks

 

To export a Toolbox Talk from the App locate the applicable Toolbox Talk through the Site Tab

 

 

Once located, open the Toolbox Talk and  click on the Export option at the top of the screen.

 

 

The Toolbox Talk PDF export will include copies of the Signatures and the date signed and pictures of the Selfies obtained.

 

 

If you need any further help or have any questions please contact the support team by Email: support@siteconnect.io or Ph: 0800 748 763