Safety Meetings are created by a Manager or Admin.
- Attendees are assigned to each Safety Meeting.
- Each attendee will be prompted on their next login to provide their electronic signature .
- Signatures are captured and added to the Safety Meeting.
- Attendance report indicates who attended a meeting that week.
- Widget calculates the total % of eligible attendees that attended a meeting that week.
- Eligible attendees are set in the User Manager.
Safety Meeting Widget
Access to this widget is controlled by a Role and User Right.
Each week a widget on the dashboard shows the percentage of all eligible attendees that were assigned to a Safety Meeting, and provided their signature.
Click a percentage to see the list of all eligible attendees, and whether they attended a Safety Meeting that week or not.
This report can also be accessed using the sidebar menu item under Reports -> Safety -> Safety Meeting Attendance.
Adding or removing Users from the list of eligible attendees
The 'Require Safety Meeting' toggle is set in the User Manager for each User in the system. This is to exclude users that do not attend Safety Meetings, such as office staff.
- When enabled, the User will be included in the total % of Safety Meeting attendees for that week.
- When disabled, the User will not be included in the total % of attendees.
- Changes made will take effect the following week (the list of eligible attendees is generated automatically at the beginning of each week).
Add a new Safety Meeting
To add a new Safety Meeting, click 'Safety Meetings' at the top of the screen.
The list of existing Safety Meetings is displayed.
Click the 'New Meeting' button.
The Safety Meeting form is displayed.
Complete all the fields.
- Select a Job
- Enter a Topic of the Week
- Enter any Site Specific Issues
- Assign attendees
Select multiple attendees using the "Choose many…" drop-down list at the bottom. Click the X beside a name to remove.
This list only contains the users with the 'Require Safety Meeting' toggle switch enabled in the User Manager.
When finished, click the 'Submit' button.
Assigned attendees will be prompted to type their name and provide an electronic signature at next login, or if they refresh the browser.
To View or Edit a Meeting, click 'Safety Meetings' at the top of the screen.
On the list of meetings, click an Actions Icon, The options are 'View Attendance', 'View Meeting', and 'Edit Meeting'.
View Attendance
Yes/No indicates users that have electronically signed (acknowledged) they attended the meeting.
In this example, one attendee has not signed.
View Meeting
Displays the Safety Meeting form with all the meeting attendee signatures at the bottom.
Example of an electronic signature, and one attendee that has not signed.
Edit Meeting
You can edit the safety meeting if necessary, including add or remove attendees.
