How do I create a toolbox?

Create a toolbox using this step-by-step guide for setting up and organizing toolbox meetings. Toolboxes are essential for sharing important information, discussing safety measures, and keeping your workers informed.

Step 1: Accessing Project Overview:

  1. Open BuildPass and log in to your account.
  2. Navigate to the project overview page of the desired project.

Step 2: Accessing Toolboxes:

  1. Scroll down the project overview page.
  2. Locate and click on the "Toolboxes" section.

Step 3: Creating a New Toolbox:

  1. Inside the "Toolboxes" section, find and click the "Create Toolbox" button.
  2. A new window will appear, allowing you to set up the toolbox details.

Step 4: Toolbox Details:

  1. Choose the date and time for the toolbox meeting.
  2. Specify the type of toolbox you're conducting.
  3. Optionally, include a description of what will be discussed during the toolbox.
  4. Attach any relevant files that participants might need for reference.

Step 5: Distributing the Toolbox:

  1. After filling in the toolbox details, click the "Distribute" button.

    You'll be presented with distribution options based on worker categories:

    • Workers signed in today
    • Workers inducted to the project
    • All workers

Step 6: Submitting the Toolbox:

  1. Confirm your distribution selection and click the "Submit" button.
  2. A confirmation message will appear. Click "OK."

Step 7: Worker Notifications:

  1. All the workers who fit the distribution criteria will receive a notification about the upcoming toolbox at the specified date and time.

Step 8: Conducting the Toolbox:

  1. On the scheduled date and time, go to the toolbox section.

    Click the "Run" button for the corresponding toolbox.

    During the toolbox, you can:

    • Take notes on discussions, safety protocols, etc.
    • Attach relevant documents.
    • Mark attendance of the participants.

Step 9: Marking Attendance:

  1. Inside the toolbox, locate the "Mark Attendance" option.
  2. Check the boxes next to the workers who attended.
  3. Once all attendees are selected, click the "Save Attendance" button.

Step 10: Saving Toolbox:

  1. After marking attendance, click the "Save Toolbox" button to finalise the toolbox session.

Step 11: QR Code for Attendance:

  1. At the end of the toolbox, you'll find a QR code representing worker attendance.
  2. Workers who attended can scan this QR code to confirm their participation and receive a summary of the toolbox.

Step 12: Additional Subcontractors:

  1. If new subcontractors join later and weren't initially invited, they won't appear in the attendance list.
  2. However, they can still scan the QR code to get the toolbox summary and be added to the attendance record.

Step 13: Summary for All Workers:

  1. All workers, whether originally invited or later additions, will receive a summary of the toolbox.

By following these steps, you can ensure that your workers are informed, engaged, and up-to-date with important project information. If you have any questions, feel free to reach out using the green chat box in the right-hand corner of the BuildPass interface.

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