Creating a Toolbox Talk through the Mobile App (Reskin)

Here you will learn how to create a Toolbox Talk record using our New & Improved Mobile App

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

 

Creating Toolbox Talks (2.40)

Toolbox Talks pub

 

Also please scroll down the article for more information:

The easiest way to report a Toolbox Talk is to click the Ornange plus button icon that can be found at the bottom of the screen on any page within the app.

 

Plus icon highlighted

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

 

Create Meeting

This screen will then appear where you can select the Site that Toolbox Talk belongs to at the very top.

 

This will auto default to the Site that you are currently signed into.

To change the Site the Toolbox Talk  is for, please click the Site description at the very top of the page and then select the appropriate Site via scrolling or directly searching for it.

 

Toolbox talk wizard

Once you have the correct Site up the very top, you can then complete the following:

 

  • Select Assignees- click this to select Assignees for the Toolbox Talk from your connected network of users, employees and contractors. You can scroll to find them or search for them via the search bar at the top of the page

 

If a particular person is not showing up when being searched for ere then please contact your account administrator

 

  • Title- Type in the title of your Toolbox Talk
  • Agenda- Type in the agenda for the meeting
  • Add Files- Click Add Files to add any relevant files direct from your phone with the following options

Camera gallery etc

  • Add contacts- add any additional contacts that you are wanting to send this meeting record/toolbox talk to via email. When this is clicked you will be prompted to enter in their name and email address. You can add as many as you like.

Adding contact toolbox

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.

 

You will need to fill in all fields including contact details and the Agenda/Title of the meeting in order to Save.

 

Save TB Talk

You will then get a prompt stating that this was successfully created.

 

If you need any further help or have any questions please contact the support team by email support@sitesoft.com or Ph: 0800 848 763