Adding Safety Meeting

Step 1 - General Safety Meeting Information

  1. Click the 'Projects' icon on the left menu.
  2. Select the Project in the 'Quick Select' section. This will then refresh the page and show the 'Current Project Home' page.
  3. On the 'Quick Links' tab, click the 'Quality Control (QC) and Safety' link under the 'Project Management and Field Staff' section. This will refresh the page and show the 'QC and Safety Module Landing Page'.
  4. Navigate to the Safety Meeting row in the 'Safety Stats' section.
  5. Click the 'Actions' button on the far right.
  6. Click 'Add Manually' option from the drop-down menu.
  7. In the data entry form, the Project # should be selected already but can be changed.
  8. Optional: Select the Prime Contract.
  9. The Meeting # is auto-generated but can be modified.
    Note: The number also takes into account other meetings created in the Documentation module.
  10. Select the Meeting Date.
  11. Optional: Enter the Meeting Start and Finish Time.
  12. Optional: Enter the Meeting Location.
  13. Enter the Meeting Subject.
  14. Optional: Select the Meeting Facilitator (Coompany and Contact). Typically, this is your firm.
  15. Optional: Enter the Meeting Purpose (i.e. General Description).
  16. Click the 'Next' button.

Step 2 - Optional - Add Safety Meeting Attendees

If Meeting Attendees are not going to be added at this time, please use the 'Skip' button shown in the footer.

  1. Select the Import Contact Method from the drop-down.
    • Import Project Directory Contacts
    • Import Prior Meeting Attendees
  2. Optional: Use the Search field above the contact grid to filter.
  3. Select one or more Company Contacts.
  4. Click the 'Add' or 'Add and Next' button shown below the grid.

Step 3 - Optional - Upload Related Files

Files such as images or PDFs that pertain to the Safety Meeting can be uploaded and linked to the record. If files will not be added or uploaded at this time, please use the 'Skip and Finish' button shown in the footer.

Upload Files from Local Hard Drive:

  1. Select one or more files on your local hard drive and drag them to the 'Drag files here' section or use the 'Select Local Files' button shown on the right.
  2. Click the 'Add and Finish' button.

Link Existing Files that have already been uploaded to the system:

  1. Click the 'Link Existing Files' button on the right.
  2. Select the View
    • Current Project / Feature
    • Current Project Drawings and Specifications
  3. Select the Feature
  4. Select one or more files listed in the grid using the checkbox on the left.
  5. Click the 'Link and Close' button below the grid. These files will be added automatically to the record and will not be shown in the Drag Local Files section.
  6. Click the 'Skip and Finish' button below the grid.