How do I add an attendee to a toolbox that wasn’t originally invited?
Add an attendee to a toolbox that wasn't originally invited using this step-by-step guide for updating meeting participants.
- Access the Toolboxes Section:
- Log in to your BuildPass account.
- Once logged in, navigate to your project overview on the left-hand side.
- View Existing Toolboxes:
- Scroll down to find the "Toolboxes" section.
- Here, you can see a list of all the toolboxes that have been run in the past.
- Create a New Toolbox:
To create a new toolbox, click on the option to create a new toolbox.
Fill in the following details:
- Toolbox Time: Set the time for the toolbox (e.g., 1 p.m.).
- Toolbox Type: Choose between "Regular," "Incident," or "Other."
- Agenda: Describe what the toolbox will cover, such as "Safety on Site."
- Attach Files: If necessary, add any relevant files, like site safety documents.
- Distribute the Toolbox:
After filling in the toolbox details, click the "Distribute" button.
Choose the audience to distribute the toolbox to:
- Options typically include those signed in today, inducted with the project, and all workers.
- In this example, select "those signed on today."
- Click "Submit" to send out the toolbox notification.
- Notify Attendees:
- Once submitted, attendees will receive a notification about the upcoming toolbox at 1 p.m.
- Run the Toolbox Meeting:
- When the scheduled time arrives, access the toolbox and click "Run."
- During the meeting, you can take notes and discuss the topics outlined in the agenda.
- Mark Attendance:
- After the toolbox, mark the attendance of attendees.
- You can see the list of attendees, including subcontractors who were invited earlier.
- Mark their attendance by selecting "Yes" next to their names and click "Save Attendance."
- Adding Late Attendees:
- If someone not originally invited attends the toolbox, you can add them to the attendance list after the meeting.
- Generate a QR Code:
- Click "Save Toolbox" to complete the toolbox meeting.
- You'll receive a QR code.
- Share the QR Code:
- Share the QR code with all workers. They can scan it to automatically add themselves as attendees.
- Alternatively, you can copy the link and send it to them or download the QR code.
- Review Toolbox Details:
- Access your toolbox overview to see details like the date and time, creation date, agenda, notes, and attendees.
- Attach any additional files or review activity related to the toolbox.
- Adding Attachments Later:
- If you need to upload additional materials or handwritten notes, you can do so even after the toolbox.