How to create and manage Toolbox Talks for your sites

Learn how to create and manage Toolbox talks for your sites

Index:

 

Please watch the following video on how to create Tolbox Talks within the Web Portal

 

How to create Toolbox Talks-1

 

If you need more assistance then please keep reading...

 

How to create a toolbox talk


To create a toolbox talk you need to click on Sites on the left-hand side of the main menu.  Once you have clicked on Sites you will be presented with a list of sites that have been added to the software. Choose the site you wish to create a toolbox talk for and click on Edit.

 

Edit Sites SiteConnect

 

This will take you to the site you have chosen. The name of the site will show at the top with a list of tabs below it. Choose and click on the Toolbox Talks tab.

 

Tolbox Talks option

 

The next screen will give the option to create a New Toolbox Talk.  Click on this button.

 

Toolbox talk new

 

 

Naming and creating an agenda for your Toolbox Talk

 

This will open a new dialog window where you can enter the name and agenda of the Toolbox Talk.

Toolbox Talk Form

Click on the Toolbox Talk heading to enter the name of your Toolbox Talk

Click on Agenda to enter the items on the Agenda for the Toolbox talk.

 

Adding Attendees to the Toolbox Talk

 

Click on Attendees to list the name of the personnel attending the Toolbox Talk

 

Attendees Toolbox

 

A list of users will appear in a new dialog box click on all the names of the people who are attending the Toolbox Talk and then click on Select

 

Toolbox talks - toolbox attendees list

 

Once you click on Select this will take you back to the toolbox talk dialog box and the number of attendees will be recorded against the Attendees Tab.

 

3 attendees

 

Adding Media to your Toolbox Talk

 

You can upload supporting files for your Toolbox Talk by clicking the Add Files button and uploading files.

 

Add File Toolbox

 

We highly recommend uploading PDF documents only

 

Saving your Toolbox Talk

 

Once you have named your toolbox talk, recorded your agenda, added your attendees and any media then click on the Save button

 

Save Toolbox

 

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