Summary of Changes:
"Project overview" is now called "Home"
"Subcontractors" is now called "Companies"
Below is the updated version of the article with the necessary changes.
Managing Toolboxes in BuildPass
Step 1: Log in to Your BuildPass Account
Access your BuildPass account to begin managing Toolboxes.
Step 2: Accessing Toolboxes
Within Home, locate the "Toolboxes" section. Click on it to access a list of all previous Toolboxes.
Step 3: Creating a New Toolbox
Click on the option to create a new Toolbox. You will be prompted to fill in various details for the upcoming session.
Step 4: Filling Toolbox Details
In the Toolbox creation form, enter the following details:
Toolbox Time – Set the time for the Toolbox, e.g., 1 p.m.
Toolbox Type – Choose between Regular, Incident, or other. For this example, select "Regular."
Toolbox Topic – Enter the topic of the Toolbox, e.g., "Safety on Site."
Adding Files – Attach any related files, such as safety documents.
Step 5: Distributing the Toolbox
After filling in the Toolbox details, click on "Distribute." You will have options to distribute to:
Signed on Today – Workers who have signed in today.
Inducted with the Project – Workers who have been inducted into the project.
All Workers – All active workers on-site.
Step 6: Selecting Distribution
For this example, select "Signed on Today" and click "Submit."
Step 7: Sending Notifications
After submitting, selected workers will receive a notification about the upcoming Toolbox at 1 p.m.
Step 8: Running the Toolbox Meeting
At the scheduled time, access the Toolbox again and click on "Run." This is where you'll conduct the meeting.
Step 9: Taking Notes and Managing Attendance
During the Toolbox, you can take notes on discussions, including safety topics covered, and attach any additional files if needed.
Step 10: Marking Attendance
Mark attendance for invited Companies and workers who participated in the Toolbox. Click "Yes" for each attendee and save the attendance record.
Step 11: Adding Uninvited Attendees
If an uninvited Company or worker attends the Toolbox, manually add them at the end of the session. Click "Save Toolbox" to generate a QR code for attendance.
Step 12: Distributing the QR Code
The QR code can be shared with workers, allowing them to scan and automatically add themselves as attendees. Options include:
Copying the link and sending it via message.
Downloading and printing the QR code for distribution.
Step 13: Viewing the Toolbox Overview
After the Toolbox, access an overview that includes:
Date and time of the Toolbox.
Creation date.
Agenda and notes.
List of attendees.
Scanned QR code activity.
Any attachments.
Step 14: Adding Attachments Post-Toolbox
If additional attachments, such as handwritten notes, need to be added after the Toolbox, this can be done through the Toolbox overview.