Toolbox talks: record a talk and who attended
Record the topic, presenter and what was covered, then mark who attended, pass your phone round for people to sign, or let them sign at the gate. Each talk has a record PDF.
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Applies to: Site Safety Records · Administrator, Safety officer (HSEQ), Project or site manager, Director or executive
An administrator runs toolbox talks; builders and businesses also let a safety officer and a project or site manager (their own sites) run them.
How to record a talk
- Step 1: Open Toolbox talks. Under New toolbox talk, choose the Site and Date, and fill in the Topic, Presenter and What's covered.
- Step 2: Add Handouts (optional).
- Step 3: Choose Save and take attendance.
How to take attendance
- Mark who attended: on the day, tick people from On site now (who's signed in at the gate), add anyone else by name and company, and choose Mark attended.
- Sign-on sheet: pass your phone round. Each person chooses their name (or I'm not listed (type below)), types it and signs: "I attended this toolbox talk and understood it."
- At the gate: people sign at the site's gate on the day (Toolbox talk sign-on).
- On their worker pass: workers whose company is on the site see today's talks and sign there.
- Remove takes off someone marked by mistake.
What happens next
- Record PDF gives the talk, what was covered and who attended, with how each person signed.
- Add the talk in other languages under Other languages. See Other languages.
- The talks list has a CSV link; the overview counts talks and attendance for the last 30 days.
Limits
- Talks can be recorded from a year ago up to two months ahead. Signing (on a phone, at the gate or on a pass) is on the day of the talk only.
- Handouts: up to 5 PDFs or images, 10 MB each.
Downloading a talk's PDF is audited and recorded in the access log, because it names people.