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Create a Safety Training Meeting (Web)
Create a Safety Training Meeting (Web)
Autumn Allen avatar
Written by Autumn Allen
Updated over 2 months ago

Creating a safety training meeting on busybusy’s web platform allows for detailed planning and management of your safety trainings. This article will guide you through the steps to schedule a meeting, select the instructor, choose training materials, and notify attendees.

Creating a safety training meeting on the web provides a flexible way to plan and document your safety protocols. By following these steps, you can ensure your team is notified, properly trained, and ready for the job.

Need to create a meeting from the mobile app? Check out our article HERE.

Only positions with permission to manage safety trainings can access the Safety module on the web and create a safety meeting. You can learn more about the relevant permissions HERE.

Steps to Create a Safety Training Meeting on Web:

Step 1: Access Safety Training

  1. Navigate to Safety:

    • Log in to your busybusy account on the web.

    • From the main menu, click on Safety and select Trainings.

Step 2: Start Scheduling a Meeting

  1. Click on the Schedule Button:

    • Make sure you're under the Scheduled tab.

    • Click the Schedule button to start creating a new safety training meeting.

Step 3: Fill Out Meeting Details

  1. Set Date and Time:

    • Choose the date and time for the training. The system will auto-populate tomorrow's date at 7:00 AM, but you can adjust it as needed.

  2. Select Instructor:

    • Click on the Instructor field to assign the meeting instructor. Only employees with Perform Trainings or Manage Trainings permissions will appear in this list.

  3. Select Training Material:

    • Click on Training Material to open the list of preloaded materials and custom PDFs.

    • Use the search option to find a specific safety topic.

    • Use the Filter by Source option to sort by sources like OSHA, CPWR, or custom uploads.

    • To upload a new custom PDF, click on the three dots in the upper right corner and select Custom Training Material. Click Upload, select your file, give it a title, and hit Create. This document will now be available in your library for future use.

  4. Title:

    • The system auto-fills this field with the selected training material's name. You can modify it if needed.

  5. Project (Optional):

    • Assign the meeting to a specific project if applicable.

  6. Attendees:

    • Choose the employees you want to attend the training. Additional attendees can be added later by editing the meeting.

  7. Notifications:

    • The notification toggle is on by default. This sends a push notification to both the instructor and attendees when the meeting is scheduled, as well as a reminder notification right before the meeting starts.

  8. Details:

    • Description: Add any additional context or details about the meeting.

    • Instructor Information: Provide specific instructions to guide the instructor during the training.

Step 4: Save the Meeting

  • Once all fields are filled out, click ‘Save’ to create the safety training meeting. The meeting will now appear under the Scheduled tab for the selected instructor and attendees.

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