Add a safety meeting

Step 1: General safety meeting information

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Safety Meetings under the QC and Safety section.
3. Select Actions > Add Manually.
4. Optionally, update the Project number if needed.
5. Optionally, select the approved Prime Contract.
6. Optionally, update the Meeting # if needed.

   The meeting number is automatically generated and is required. This number also accounts for other meetings created within the Documentation module.

7. Select the meeting Date.

   The default value is today's date.

8. Optionally, enter the meeting Start and Finish Time.
9. Optionally, enter the meeting Location.
10. Enter the Safety Topic.
11. Optionally, in the Facilitator section, select the Facilitator Company and Contact for the meeting.

    Usually, this is your firm.

12. Optionally, enter the Safety Topic Details, which offer a general description of the topics covered.
13. Select Next.

Step 2: Add safety meeting attendees

If you do not prefer to add meeting attendees in this step, select Skip.

1. Select one of the following options in the Import Method dropdown:
   • Import Project Directory Contacts
   • Import Prior Meeting Attendees
2. Optionally, use the Search field filter the list.
3. Select one or more company contacts from the list.
4. Select Add & Next.

Step 3: Add or link files

You can upload and link files, such as images or PDF documents, that are relevant to the safety meeting.

If you do not prefer to add or upload files in this step, select Skip and Finish.

1. To upload files from your local drive, select one or more files on your local hard drive and drag them to the Drag files here section.

   Alternatively, select Add to find and upload files from your local drive.

2. To link existing files that have already been uploaded to Sage Construction Management, do the following:
   1. Select Link Existing Files and select one of the following options:
      • Drawings & Specs
      • Photos
      • All Other Records

   2. If applicable, use the Feature Name dropdown in the dialog to filter the results.

      If All Other Records is selected, the dropdown lists only features with existing linked files.

   3. Select one or more files from the list.
   4. Select Link & Close.

      These files will be added automatically to the record and will not be shown in the Drag Local Files section.

      You can only link existing files that were uploaded to records within the same project or lead.
3. Select Add and Finish.