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Filter Safety Training Material by Source (Web & Mobile)
Filter Safety Training Material by Source (Web & Mobile)
Autumn Allen avatar
Written by Autumn Allen
Updated over a month ago

Selecting the right training material is key to conducting effective safety training sessions. busybusy allows you to filter materials by source, ensuring you find exactly what you need quickly. This guide will show you how to filter safety training material by source on both mobile and web platforms.

On Mobile:

  1. Open the busybusy App

    • Go to Supervisor Tools > More > Safety Training.

  2. Create or Edit a Training

    • Tap on + to create a new training or select an existing one to edit.

  3. Select Training Material

    • In the meeting details, tap on Training Material.

  4. Filter by Source

    • At the top of the training material list, tap Filter by Source.

      • Choose from various sources, such as OSHA, CPWR, or Custom Uploads, to narrow down the material list.

  5. Select Material

    • After filtering, choose the document you wish to attach to the training.

On Web:

  1. Log In to busybusy Web

    • Navigate to the Safety Module > Trainings > Scheduled tab.

  2. Create or Edit a Training

    • Click on Schedule to create a new meeting or select an existing meeting to edit.

  3. Choose Training Material

    • In the meeting details, click on Training Material.

  4. Filter by Source

    • Use the Filter by Source dropdown at the top to select the category (e.g., OSHA, CPWR, Custom Uploads).

  5. Select Material

    • Click on the material you wish to attach after applying the filter.

Filtering training materials by source helps you quickly find the right documents for your safety training sessions. This feature streamlines the process of selecting appropriate content, allowing you to focus on delivering effective training.

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