BuildPass

Understand when to use notices versus toolboxes in BuildPass.

What’s the difference between notices and toolboxes?

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

How do I create a toolbox?

Run a scheduled toolbox meeting and record attendance and discussion details.

How do I run a toolbox?

Record who attended a toolbox meeting to keep accurate attendance records.

How do I mark attendance on a toolbox?

Notify workers of a toolbox using this step-by-step guide for ensuring all participants are informed.

How are workers notified of a toolbox?

Add late or missed attendees to a toolbox using QR code attendance.

How do I add an attendee to a toolbox that wasn’t originally invited?

Generate a PDF of the meeting using this step-by-step guide for converting and saving meeting information as a PDF document.

How do I generate a PDF of the meeting?

This article outlines the recent updates to the Toolbox module in BuildPass, including improved statuses, draft handling, notice messages, and attendance management.

What changes have been made to the Toolbox module?

Joanna Zervakis

Meetings

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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