How to create and manage Toolbox Talks for your sites

Learn how to create and manage Toolbox talks for your sites

Index:

 

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.

 

Toolbox talks - editing

 

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.

 

Toolbox talks - toolbox option

 

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

 

 

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.

 

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

 

Toolbox talks - toolbox meeting name

 

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

 

Toolbox talks - toolbox Agenda

Adding Attendees to the Toolbox Talk

 

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

 

Toolbox talks - toolbox attendees

 

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.

 

 

Adding Media to your Toolbox Talk

 

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

 

Toolbox talks - toolbox add media

 

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

 

Toolbox talks - toolbox save

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