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General

Custom Sub Domains: What’s Changing & Why

Published on 12/13/17 by dustin.thelen@safetyspot.com

On Tuesday December 19, 2017, new custom sub domains for each organization are scheduled to go live. We want you to be aware of a minor change that Users may notice when they are signing in.

The simplest way to deal with this change is for users to always navigate to the custom sub domain URL for your organization when they want to sign in which takes them to a screen like the one below so they can proceed as usual. (This URL was sent to your account's Administrator earlier this week.)

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Alternatively, users can receive a reminder showing the custom sub domain(s) for all organizations they are a member of.

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And for people that want to request to join your Organization on Safety Spot but who don't get an invitation sent to them, all they have to do is enter your organization's custom domain "name" into the your-organization field of the landing page shown below. This screen is also where you can click to request a reminder. (Please note, if their organization is an affiliate under yours, they will need to enter the parent organization's custom domain "name".)

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Global Search

Published on 11/28/17 by karyn.menzies@safetyspot.com

New Layout!
Note there's a change to the SafetySpot.com layout. The main menu has moved from the menu on the left to the drop down menu in the top, left corner.

In an effort to make the Safety Spot interface more user-friendly, we've added the Global Search feature. Now, at the top of the front page, there is a search bar that shows results from trainings, equipment, and locations within Safety Spot organizations. Type keywords and/or numbers in the search bar and view results from all of these categories, making searching all of SafetySpot.com easier.

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Asset Management

Shareable Assets

Published on 11/28/17 by karyn.menzies@safetyspot.com

Locations, equipment, and assets can now be made public and shared on Twitter, LinkedIn, or Facebook. There is also the option to copy the shareable link which can be used anywhere, such as sending the link via email. Only managers have access to edit privacy settings.

Step 1

Click on the drop-down menu in the top, left corner.

Step 2

Click on Locations or Equipment and Assets depending on what you'll be sharing.

Step3

Scroll and click on the site or equipment which you'd like to share.

Step 4

Once on the front page of this equipment or site, in the upper, right corner, you'll see icons for sharing. The lock icon at the end takes you to Privacy Settings. Click on the lock icon.

Step 5

Select the toggle to ON to make this site or equipment shareable. You will be prompted to choose the information you want and do not want made public. Click save changes.

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Chemical Management

Automatically Build And Print Safety Data Sheets (Sds) Binder

Published on 11/09/17 by karyn.menzies@safetyspot.com

Another feature we will demonstrate is generating and printing the SDS Binder for a particular site.

Step 1

Start out by clicking Chemical Management on the menu on the left.

Step 2

Scroll to the site or building in which you'd like to generate the SDS Binder for; click on Go to Chemical Inventory on the right of the selected site.

Step 3

From the menu bar at the top, click on the Collate SDS Binder tab. You will receive an alert message saying an email with this information will be sent to you.

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Chemical Management

Create New Chemical Manufacturer

Published on 11/01/17 by karyn.menzies@safetyspot.com

Now we will explore how to create a new chemical manufacturer.

Step 1

Click on the Chemical Management tab from the menu on the left.

Step 2

Click More and select +New Chemical Inventory from the drop-down menu. You will be adding a new chemical and new manufacturer at the same time.

Step 3

Enter a location, choose privacy settings for this chemical inventory, and designate users of the organization that will have access to this inventory. Click Create Inventory.

Step 4

In the upper left corner, click +Add Chemical.

Step 5

Instead of selecting sciencelab.com as a manufacturer, click +Create Custom Chemical in the upper right corner.

Step 6

Fill in details on this form. At the top you have the option to select an existing manufacturer or create a new chemical manufacturer. This is where you can add an emergency number for this manufacturer. Fill in further details about this chemical.

Step 7

At the bottom of this form, you have the option to upload the SDS for this chemical. Click Create Chemical Type.

Step 8

The new manufacturer is created. Select the chemical from the drop-down menu of this new manufacturer. You will be prompted to add information about this chemical as previously shown in the Create New Chemical Inventory blog post.

Step 9

Click save. This chemical is now added to your inventory.

Note: Now when you click +Add Chemical, the manufacturer you created will appear as an option in the drop-down ...

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Chemical Management

Remove Or "Shelve" A Chemical

Published on 11/01/17 by karyn.menzies@safetyspot.com

Next for our Chemical Management series, we will review how to remove or "shelve" a chemical from the inventory.

Step 1

Go into Chemical Management from the menu on the left.

Step 2

Scroll to the desired site and click Go to Chemical Inventory.

Step 3

On the far left, click on the settings icon for the chemical in which you'd like to remove.

Step 4

Scroll to the bottom of this form and click Remove Chemical located on the left.

Step 5

Enter the reason for removal and method of disposal, then click Remove Chemical.

Step 6

You will be taken back to the site inventory overview. The Removed Chemicals tab is located at the top right of the page. Click this to view all chemicals that have been removed from this site.

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Chemical Management

Create New Chemical Inventory

Published on 10/31/17 by karyn.menzies@safetyspot.com
Updated on 11/01/17.

We will begin the Chemical Management tutorials with how to create a new chemical inventory for your company using an existing chemical manufacturer, sciencelab.com.

Step 1

Click on the Chemical Management tab from the menu on the left.

Step 2

Click More and select +New Chemical Inventory from the drop-down menu.

Step 3

Enter a location, choose privacy settings for this chemical inventory, and designate users of the organization that will have access to this inventory. Click Create Inventory.

Step 4

In the upper left corner, click +Add Chemical.

Step 5

Select a manufacturer, which in this case is sciencelab.com

Step 6

Select the chemical you'd like add to your inventory from the drop-down menu. Click Create.

Step 7

You will see a pop-up notification that this chemical has been added. Fill out the required details for this chemical.

Note: The specific location of the chemical can be 'under the sink' or 'on top shelf'.

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Training

Mark Training Completed

Published on 10/05/17 by karyn.menzies@safetyspot.com

We've added the option to manually override and Mark Lesson as completed. Trainers may mark a lesson as completed without waiting for the student to complete it.

Step 1

Go to Training Center and click on Training Management.

Step 2

Go to the training course and click on Enrollment. You will see a list of enrolled students.

Step 3

From there, click on Show Details of the student you'd like to mark as complete.

Step 4

Under Lessons on the right, you will see a small box. Checking this box marks the lesson as complete for the student.

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Training

Maximum Session Enrollment

Published on 10/05/17 by karyn.menzies@safetyspot.com

To make Training Management easier and more efficient, we've added a new feature.
Max Enrollment allows trainers to set a maximum number of enrollments to limit the amount of students per session.

Step 1

Go to Training Center and click on Training Management.

Step 2

Click on Edit for the training of which you'd like to limit capacity.

Step 3

Scroll down to Training Sessions and click on Edit Training Sessions.

Step 4

Here you will see the option to add a maximum number of enrollments for your sessions.

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Course Preview

Published on 09/15/17 by karyn.menzies@safetyspot.com

Since some trainings require payment for the course, users now have the ability to preview the course before enrolling and paying for it. Managers can set a lesson as a preview, or create a separate course to serve as a preview course.

FAQs

How much of the course will users get to see in the preview?

This is up to the trainer or manager of the course. Trainers may create a short "preview course" or make the entire course available as a preview. Of course, this will not count as completing the course.

Are previews only available for paid trainings?

No, but the main purpose for previewing is to allow users to make sure they want to take the course before paying.

Follow this link for a step-by-step guide on how to use and create course previews: https://safetyspot.com/blog/creating-and-vie-17-09-15

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Training

Creating And Viewing Course Previews

Published on 09/15/17 by karyn.menzies@safetyspot.com

Creating a Course Preview

Step 1

Go to the Training Center from the menu on the left.

Step 2

Click on the blue Training Management button in the top, right corner.

Step 3

Click on the name of the training in which you'd like to create a preview for.

Step 4

Click on Settings in the top, right corner and scroll down to the list of lessons for this course.

Step 5

Click on edit lesson and scroll down to the lesson options.

Step 6

Turn the Use as Preview option to ON. Click save. This will take you back to the page and you will notice a small green, flag icon marking the lesson as a preview.

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Viewing a Course Preview

Step 1

Go to the Training Center from the menu on the left.

Step 2

Here in the Training Center, you will see a list of available trainings and the ability to search for various trainings. Click on the training in which you'd like to view a preview.

Step 3

In the upper-left corner, click on the Preview box beneath the course title.

Step 4

Here, you are able to view the slides available in the preview. Click finish once done and you will receive a completion message.

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Training Certificates

Published on 09/14/17 by karyn.menzies@safetyspot.com

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The latest feature on the Safety Spot module is Training Certificates. This allows users to download a certification showing completion of a training course. The certificate is downloaded as a PDF as can be printed directly from the site. Managers are also able to generate and print multiple certificates for users.

FAQs

When will my Training Certificate be available for download and printing?

You will be able to generate and print your certificate upon completion of the course, and after any approval needed by the manager or trainer has been fulfilled.

Are users able to print all of their certificates in one place the way managers can?

No, not at this time. Users must print certificates individually by course. Only managers are able to generate all of a users certificates at the same time.

Follow this link for a step-by-step guide on how to generate and print Training Certificates.
https://safetyspot.com/blog/training-certifi-17-09-14

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Training

Generating Training Certificates

Published on 09/14/17 by karyn.menzies@safetyspot.com

Managers and users are now able to download a certification upon completion of a training. Certifications can be downloaded as a PDF and printed. Here are a few steps detailing how to generate and print Training Certificates.

Generating Training Certificates (for users)

Step 1

Go to the Training Center from the menu on the left.

Step 2

Click on the tab that says Your Training Certificates. Here you will find a list of all of your completed trainings.

Step 3

Click on the training in which you'd like to view and print your certificate.

Step 4

Click Get Certificates. You will see your certificate come up as a PDF, and from this screen you are able to print the certificate.

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Generating Multiple Training Certificates (for managers)

Step 1

Click on the round, gray, group icon in the upper, right corner.

Step 2

Go to Personnel Management.

Step 3

Click on More located to the far right.

Step 4

From the drop-down menu, select Download Training Certificates.

Step 5

You will be prompted to select the name(s) of the user(s) in which you'd like to generate certificates for.

Step 6

Click Get Certificates. The certificates will then be generated and available for print.

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Training

Share Training With Other Organizations

Published on 09/12/17 by karyn.menzies@safetyspot.com

New to the Safety Spot training module is the option to share a specific training with other organizations. Once a training is complete, edited, and visible, you are able to share this training with another organization on Safety Spot.

Step 1

Start out by going into the Training Center from the menu on the left of the page.

Step 2

Click on the blue Training Management box near the top, right corner.

Step 3

Scroll to the training you'd like to share, and click on Edit Training.

Step 4

At the top, right of this editing page, click on the blue Add Organization link to share this training with another organization.

Step 5

Type in the name of the organization you'd like to share this training wih, and hit send. A confirmation message will pop up, click ok, and the training has been shared.

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Training

Create A New Training

Published on 09/12/17 by karyn.menzies@safetyspot.com

As a trainer, manager or administrator, you have the access to create a new training for your organization. Trainings can be for new hires or for access level purposes. This step-by-step guide and video will demonstrate how to create a new training, including the initial form and editing lessons with slides and quizzes.

Create New Training

Step 1

Go to the Training Center page from the menu on the left.

Step 2

Click on the blue Trainer Management tab in the upper right corner of the Training Center.

Step 3

Click on +New in the upper right corner of the page to create a new training.

Step 4

Complete the short form, including the name of the training and a description of the course, if available. Click create training.

Step 5

Select additional details regarding this training such as adding trainers by name, turning sessions on and off, and selecting whether there will be a charge for the training. Click save once all additional details are correct.

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Creating Lessons (within a training)

Step 1

After saving the additional details to the training, click on +New Lesson on the right side of the page of the new training.

Step 2

Enter a title for the lesson, and fill in additional details. Be sure to make the lesson visible. This is an important step because you will not be...

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Training

Granting Trainer Privileges

Published on 09/12/17 by karyn.menzies@safetyspot.com

As a manager or administrator, you may need to grant a member of your organization with Trainer privileges. This allows this member to add and edit trainings on your organization's platform.

Step 1

Start out by clicking on the circular group icon in the top, right corner of the screen.

Step 2

Click on Personnel Management from this drop-down menu.

Step 3

Here you will see a list of all the members within your organization. Find the member you'd like to grant trainer privileges, and click on the edit button on the right.

Step 4

Once in the member's profile, scroll down to Trainer and toggle ON, then click save.

Step 5

Once the profile is updated, you will see a green check by the Trainer label.

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Training

Granting Manager Privileges

Published on 09/12/17 by karyn.menzies@safetyspot.com

As an administrator of an organization, you have the access to add new members as managers. This grants members with more access options.

Step 1

At the top, right corner, click on the round group icon. And click on Personnel Management.

Step 2

From the Personnel Management screen, click on the Managers tab.

Step 3

Click on the blue Add Manager tab on the left. This will take you to a list of members of your organization.

Step 4

From this list, scroll to the desired member and select Add to add this person as a manager.

Step 5

You will be prompted to fill out additional details on the manager role and settings for this individual. This includes, trainer privileges, security manager status, administrator privileges, and other manager settings. Click save, and you will see this individual added to the manager list.

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Training

Promoting Courses

Published on 09/12/17 by karyn.menzies@safetyspot.com

The Safety Spot interface makes it easy to promote a course via several social media sites directly from the course page. Trainers, managers, administrators and the like can conveniently share a course/training to Twitter, Medium, Facebook, or copy the link to send in an email or post on another social site.

Step 1

Start out by going into the Training Center from the menu on the left.

Step 2

Click on the training course you'd like to share.

Step 3

The share icons are in the top right corner of the course page. Click on the icon of the site you'd like to post this course.

Step 4

You will be prompted to login to your account, then click share or post, and the link to this course will be posted to your social media account of choice.

Step 5

There is also the option to copy the link to the course and manually share it on another site not listed, or share via email.

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Training

Creating Merchant Accounts

Published on 09/12/17 by karyn.menzies@safetyspot.com

Merchant accounts allow trainers, manger, and administrators to charge and receive payment for trainings directly through the training center, instead of going through SafetySpot administrators. Training managers must set up a merchant account either as an individual or business, with a valid checking or Venmo account. All you will need is your information, or legal business information, and banking information.

Setting Up a Merchant Account

Note: You must have administrator privileges in your organization to activate Merchant Account.
Learn how to grant administrator privileges here: https://safetyspot.com/blog/granting-adminis-17-09-01

Step 1

Click on the Organization icon on the top right and select your organization.

Step 2

Click on the settings link to open your organization settings.

Step 3

Click on the Merchant Account and click the activate your merchant account link.

Step 4

Fill out the New Merchant Account form. You can select to either register as a company or as an individual.

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Training

Training Registration And Refunds

Published on 09/12/17 by karyn.menzies@safetyspot.com

After setting up a Merchant Account, users are able to register for your course and submit payment directly to you through the Safety Spot interface. If a refund needs to be issued, this can also be directly on the website.

Charging for a Training

Step 1

After setting up a Merchant Account, navigate to the Trainer Management section.

Step 2

Find the Training you would like to charge for and click on the Edit Training button.

Step 3

Find the Charge For Training field and switch it on.

Step 4

Choose the amount you would like to charge per enrollment and check the box to agree to the Terms and Conditions.

Step 5

Click save and the process is complete.

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Enroll in and Pay for a Training

Step 1

Go to the Training Center on Safety Spot

Step 2

Search and select the Training you would like to enroll in.

Step 3

Click on enroll and complete the payment form. You will receive a confirmation message and email.

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View Transactions and Issue Refunds

Step 1

Go to the [Merchant Account on Safety Spot](https://www.safetyspot.com/merchant/...

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Training

Enrollment Management

Published on 09/12/17 by karyn.menzies@safetyspot.com

For training and certifications to run smoothly, it is important to have access to and manage enrollment. In the Trainer Management module, managers, trainers, and administrators have access to a full list of all enrolled users, including enrollment details and contact info. This step-by-step guide will help you navigate through the Trainer Management to manage enrollment details.

Changing Sessions of Enrolled Users

If a user needs the session they are enrolled in changed for any reason, this can be done in the Trainer Management section.

Step 1

Go to the Training Center from the menu on the left.

Step 2

Click on the blue Trainer Management button in the top, right corner.

Step 3

Go to the training course you'd like to manage and click on Enrollment.
This takes you to a list of all enrolled users.

Step 4

By clicking on Show Details, additional info for this user can be viewed, including session and contact info.

Step 5

Go to Session Enrolled and select the appropriate session in which you'd like to enroll this user in.

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Contacting Students

In the Enrollment section of Trainer Management, information of each user can be found, such as phone number and email. This is useful if a trainer or manager needs to contact a student directly.

Step 1

Go to the Training Center f...

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Training

Paid Training

Published on 09/12/17 by karyn.menzies@safetyspot.com

Here are a few simple steps to guide you on how to charge a payment for a training.

Charging for a Training

Step 1

After setting up a Merchant Account, navigate to the Trainer Management section.

Step 2

Find the Training you would like to charge for and click on the Edit Training button.

Step 3

Find the Charge For Training field and switch it on.

Step 4

Choose the amount you would like to charge per enrollment and check the box to agree to the Terms and Conditions.

Step 5

Click save and the process is complete.

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Personnel Management

Granting Administrator Privileges To Managers

Published on 09/01/17 by karyn.menzies@safetyspot.com

The Safety Spot module gives access to members, managers and administrators within an organization, including various roles and access levels. Here's a quick tutorial on how to change a manager's status to Administrator, or Super-Manager.

Step 1

At the top, right corner of the screen, click on the circular group icon, and click on Personnel Management.

Step 2

Click on the Managers tab, and go to the manager you'd like to make an Administrator

Step 3

Click on Manager Settings to the far right of their name.

Step 4

Go to Organization Administrator and select toggle this option ON.

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Merchant Accounts

Published on 08/29/17 by karyn.menzies@safetyspot.com

New Feature for Training Center

SafetySpot has launched a new feature for the Training Center. Training managers may now charge and receive payment for trainings directly through the training center, instead of going through SafetySpot administrators. Training managers must set up a merchant account either as an individual or business, with a valid checking or venmo account. All you will need is your information, or legal business information, and banking information.

New Feature FAQs

Will the amount paid be sent directly to me?

Yes, instead of going through SafetySpot first, monies paid will be sent directly to the account information you add when setting up the merchant account.

Do I have to have a business account?

No, you can also set up to receive payment as an individual and personal banking information.

Are we able to issue a refund directly through the merchant account?

Yes, issuing a refund is simple and available directly through the merchant account.

Setting up a Merchant Account

Follow this link for a more in-depth tutorial on how to use the Safety Spot’s new merchant account feature.
http://beta.safetyspot.com/blog/using-merchant-a-17-08-29

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General

Merchant Accounts | How To Create And Use A Merchant Account

Published on 08/29/17 by karyn.menzies@safetyspot.com

Setting Up a Merchant Account

Note: You must have administrator privileges in your organization to activate Merchant Account.

Step 1

Click on the Organization icon on the top right and select your organization.

Step 2

Click on the settings link to open your organization settings.

Step 3

Click on the Merchant Account and click the activate your merchant account link.

Step 4

Fill out the New Merchant Account form. You can select to either register as a company or as an individual.

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Charging for a Training

Step 1

After setting up a Merchant Account, navigate to the Trainer Management section.

Step 2

Find the Training you would like to charge for and click on the Edit Training button.

Step 3

Find the Charge For Training field and switch it on.

Step 4

Choose the amount you would like to charge per enrollment and check the box to agree to the Terms and Conditions.

Step 5

Click save and the process is complete.

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