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How do I create a toolbox?

Create and run a toolbox meeting to communicate important information and record attendance.

Written by Gilad Goldman
Updated over 2 months ago

Toolboxes in BuildPass are used to run on-site meetings where you can notify workers, record attendance, and document what was discussed.


Step 1: Open Toolboxes

  • Log in to BuildPass.

  • Navigate to the Meetings module.

  • Select Toolboxes from the menu.


Step 2: Create a New Toolbox

  • Click Schedule Toolbox.

  • A setup screen will open where you can enter the toolbox details.


Step 3: Enter Toolbox Details

  • Select the date and time of the toolbox.

  • Choose the toolbox type.

  • Add a description or agenda (optional).

  • Attach any relevant files if required.


Step 4: Choose Who to Notify

  • Click Invite Workers.

  • Select who should receive the toolbox notification, such as:

    • Workers signed on today

    • Workers inducted to the project

    • All workers


Step 5: Submit the Toolbox

  • Confirm your selections.

  • Click Send, then Send again to finalise.

Workers who match the selected criteria will receive a notification about the upcoming toolbox.


Step 6: Run the Toolbox

  • At the scheduled time, return to Toolboxes.

  • Click Run on the relevant toolbox.

During the toolbox, you can:

  • Take notes on what was discussed

  • Attach additional documents

  • Record attendance


Step 7: Mark Attendance

  • Select Mark Attendance.

  • Tick the workers who attended.

  • Click Save Attendance.


Step 8: QR Code for Attendance

  • After saving, a QR code is available.

  • Workers can scan this QR code to:

    • Confirm their attendance

    • Receive a summary of the toolbox

Workers who were not originally invited (for example, late arrivals) can also scan the QR code to be added to the attendance record.


What Happens Next

  • All attending workers will receive a toolbox summary

  • Attendance and notes are stored for future reference


Need Help?

If you have questions about creating or running a toolbox, use the black chat box in the bottom-right corner to contact the BuildPass support team.

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