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      How to Create Toolbox Talk Templates and Snippets in the Web Portal

      Need to create Toolbox Talks quickly and consistently? Templates and snippets help you streamline the process and reduce repetition.

       

      Click on the below links for instructions on how to use Toolbox Talk templates and snippets when conducting a Toolbox Talk in the Mobile App

      How to create a new Toolbox Talk using Toolbox Talk templates

      How to add snippets to a Toolbox Talk

      Index:

      What is a Toolbox Talk Template?

      A Toolbox Talk Template is a pre-written, reusable format you can use to quickly create new Toolbox Talks in SiteConnect.

      Templates are ideal for:

      • Frequently discussed topics (e.g. PPE, working at heights, site hazards)

      • Recurring safety meetings

      • Standardising how talks are structured across your sites or teams

      Once created, a template can be edited, cloned, exported, or deleted at any time.

      What is a Snippet?

      A Snippet is a short, reusable block of content that you can add to any Toolbox Talk Template.

      Snippets are perfect for:

      • Common safety reminders

      • Repeating policies or procedures across talks

      • Quickly building new talks using existing content

      Think of snippets like building blocks—select the ones you need and arrange them however you like when creating a new Toolbox Talk.


      Why Use Templates and Snippets?

      Using templates and snippets helps you:

      • Save time by avoiding repetitive writing

      • Maintain consistency across all Toolbox Talks

      • Improve accuracy by reusing approved content

      • Quickly build site-specific talks without starting from scratch

      Steps to Create a Toolbox Talk Template

      1. Log in to the SiteConnect Web Portal.
      2. Click on Templates in the left-hand menu.
      3. Select Toolbox Talk Templates.
      4. Click the orange New button.
      5. Select Create New Template.
      6. Draft your new Toolbox Talk content.
      7. Click Save.

      Steps to Create a Toolbox Talk Snippet

      1. Log in to the SiteConnect Web Portal.
      2. Click on Templates in the left-hand menu.
      3. Select Toolbox Talk Templates.
      4. Click the orange New button.
      5. Select Create New Snippet.
      6. Draft your new snippet content.
      7. Click Save.

      Steps to Build a Toolbox Talk from Snippets

      1. Log in to the SiteConnect Web Portal.
      2. Click on Templates in the left-hand menu.
      3. Select Toolbox Talk Templates.
      4. Click the orange New button.
      5. Select Build from Snippets.
      6. Tick the checkboxes next to the snippets you want to use.
      7. Click Select & Close to add them to your Toolbox talk.
      8. To rearrange snippets, cut and paste them to where you want them to be positioned.
      9. Click Save.

       

      If you need any further help or have any questions please contact the support team by email: support@siteconnect.io or Ph: (NZ) 0800 748 763 or (Australia) 01300 637 183