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Training Center Settings And Home Page

Published on 12/21/18 by karyn.menzies@safetyspot.com

New settings feature allows you to customize your Training Center home page for your safetyspot.

Step 1

Go to the Training Center from the drop-down menu in the top, left corner.

Step 2

Go to Training Management.

Step 3

Now in the upper, right corner, there is a Settings button. Click Settings.

Step 4

Under Training Center Settings, there is a General tab and a Training Center Home Page tab. Under the General tab, you may view a list of all trainings and the training managers.

Step 5

Under the Training Center Home Page tab, you may select to edit the Training Center Home Page and use a custom training list. Toggle select this feature on.

Step 6

Now you may select the trainings to be featured at the top of the Training Center home page. Click Add Trainings.

Step 7

Now when you go back to the Training Center, you will see the selected trainings featured at the top under Favorite Trainings.
Note:The order of the favorites list an also be edited under settings by dragging the small arrows next to the training title.
Also,when the custom option is turned off, the Training Center home page will automatically feature the most popular trainings.

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Lesson Prerequisites

Published on 12/14/18 by karyn.menzies@safetyspot.com

A new feature added to Safety Spot Training allows managers and trainers to require prerequisites for individual lessons within a training course.

Step 1

Go to the Training Centert from the drop-down menu in the top, left corner.

Step 2

Go to Trainer Management.

Step 3

Scroll to and select the course you'd like to edit. Click Edit Training.

Step 4

Scroll down to the lessons of this course. Go to the lesson you'd like to edit and click Edit Lesson.

Step 5

Scroll to Prerequisites and click the bar to add lessons as prerequisites.

Step 6

Click save.

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Note: Now when a user goes to enroll in this lesson, they will receive a message to first complete this lesson's prerequisites.

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Prerequisites

Published on 12/04/18 by karyn.menzies@safetyspot.com

We've added a new feature to Safety Spot Training. Managers and trainers may now add prerequisites to a training. This will require users to complete listed prerequisites before enrollong in a training course.

Step 1

Go to the Training Center from the drop-down menu in the top, left corner.

Step 2

Go to Training Management.

Step 3

Scroll to the desired training, and click edit training. on the right.

Step 4

Scroll down to Prerequisites and toggle ON.

Step 5

Now, add the trainings you'd like to have as prerequisites for this training. Save.

Note Now when a user goes to enroll in this training, they will receive a pop-up message prompting them to complete the listed prerequisite trainings before enrolling.
The prerequisite trainings can also be seen when viewing the training's main page.

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Bulk Member Upload

Published on 11/22/18 by karyn.menzies@safetyspot.com

New to Personnel Management is the ability to bulk upload members to an organization.

Bulk uploading members

Step 1

Go to Personnel Management from the circular icon located in the top, right corner.

Step 2

Go to More and click Upload Bulk Member List

Step 3

Click Download Template

Step 4

This will take you to the Excel template. Fill in members' first and last name and email. Phone numbers are optional.

Step 5

Save the spreadsheet as a .CSV file

Step 6

Go back to Safety Spot and click Browse. Select the saved Excel file.

Step 7

Click Import CSV.

Step 8

To ensure the members have been added, go to Sort at the top, right corner. Select Newest First. This will reorder the list of members by putting the newly added members first.
You should see the new members you've added at the top of this list.

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Duplicate Equipment

Published on 11/21/18 by karyn.menzies@safetyspot.com

How To Create Duplicate Equipment

Step 1

Select the equipment you'd like to duplicate from the main page or the Equipment & Assets page.

Step 2

Click on the 3 small dots on the far right.

Step 3

Go to Make Duplicate.

Step 4

Here you can fill out details about the new equipment added. Users are urged to rename the model title of this equipment.

Step 5

Other details such as technical specifications, managers, and reservation options may also be edited. Click save.
This equipment has now been added to the organization's list of equipment.

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Visitor Check In Kiosk

Published on 11/13/18 by karyn.menzies@safetyspot.com

To keep Personnel Management running smoothly, it is important to be able to easily access features such as the visitor check-in kiosk for visitors within your site. To locate and activate the visitor kiosk, follow the steps below.

Step 1

Start by going to Kiosk from the drop-down menu in the top, left corner.

Step 2

Select Visitor Check-in.

Step 3

Choose the location.

Step 4

Fill in your first name, last name, and email.

Step 5

Click save, or continue if you are an existing member of the organization.

Step 6

Read then check the box below the Release and Liability Waiver to acknowledge understanding of the terms and conditions. Click Next.

Step 7

Type your full name for a digital signature. Sign and check in.

Step 8

You will receive a confirmation number as well as an email containing this information.

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Personnel Management

Volunteer Badges

Published on 10/19/18 by karyn.menzies@safetyspot.com

Managers are now able to download and print badges with a unique QR-Code for volunteers.

Step 1

Click on the round, group icon in the top, right corner and go to the volunteer index page.

Step 2

Click on the Print Badges button located under New Volunteer.

Step 3

Select the volunteers in which you'd like to generate badges for. You may select more than one at a time.

Step 4

Click Generate Badges and the badges will be generated, available to be printed, cut, and distributed to volunteers.

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Note: After the QR-code is scanned, this is the view that will be generated.

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Manage Reservations

Published on 10/17/18 by karyn.menzies@safetyspot.com

In addition to our latest asset reservation updates, managers may now also manage asset and equipment's availability to be scheduled for reservation. This comes in especially handy when the equipment is being serviced or no longer available to the organization.

Step 1

Go to Equipment & Assets from the drop-down menu at the top, left corner.

Step 2

Select the equipment in which you'd like to manage reservations.

Step 3

Click the blue gear icon in the top, right corner.

Step 4

Go to Manage Reservations from the menu on the left.

Step 5

Toggle select 'Allow Reservation' ON or OFF depending on whether you'd like this equipment to be available for reservations. When Off is selected, users will not be able to select 'Schedule a Job' for this equipment.

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Under the Manage Reservations tab, managers may also download the Excel spreadsheet of the equipment's entire reservation history.

Step 1

After selecting the desired equipment, click the blue gear button in the top, right corner.

Step 2

Go to Manage Reservations.

Step 3

Now, go to reservation History and click Download xsl. An excel spreadsheet including this equipment's full reservation history will be generated.

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Equipment Management

Equipment Revervation Restrictions

Published on 10/12/18 by karyn.menzies@safetyspot.com

A new feature allows managers to restrict the amount of time a piece of equipment is available for reservation.

Step 1

From the drop-down menu at the top, left corner, go to Equipment & Assets.

Step 2

Scroll and select the equipment you'd like to restrict.

Step 3

Click the blue gear settings button at the top, right corner.

Step 4

Select Reservation Restrictions from the menu on the left.

Step 5

Toggle select Reservation Restrictions ON.

Step 6

Now you will be able to set an allotted time for this equipment to be reserved. Enter the amount of time by minutes, hours, days, or months. Click update.

Step 7

Now when users schedule this equipment, there will be a message indicating that one hour (or the time chosen) is the maximum time allowed. If any time exceeding that is attempted, a message will appear alerting them of the maximum time allowed and prompt them to choose another time frame. Scheduling within this time frame will be accepted and added to the schedule.

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User Credentials

Published on 10/03/18 by karyn.menzies@safetyspot.com

User Credentials allows members to upload and edit their credentials. This tutorial shows managers how to grant members access to this new feature.

Step 1

Go to Organization Settings.

Step 2

Click Settings at the top, right corner of this page.

Step 3

Go to Members from the menu on the left.

Step 4

Toggle select to allow members of this organization to upload and edit credentials.

Step 5

Now we will show the updated credential access in the member's settings. Click on the member icon at the top, right.

Step 6

Select your name to go to your member profile.

Step 7

Go to Credentials from the menu on the left.

Step 8

Now you will see the options to attach new and edit files here.

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Organization managers may grant managers the access to attach/edit credentials for other members. These steps show how an organization manager can grant and revoke this access, allowing managers to edit members' credentials.

Step 1

Go to Personnel Management

Step 2

Click on the Managers tab.

Step 3

Scroll to the manager in which you'd like to grant access and click Manager Settings.

Step 4

Under Manager Settings find and select the box granting this manager permission to create user credentials. Click save.

Step 5

To view the updated permission, now go tot he personnel tab and select the ...

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Add/Update Building Address

Published on 08/13/18 by karyn.menzies@safetyspot.com

The Safety Spot platform now provides the ability to add a unique physical address to buildings within a site. Here is a brief tutorial explaining how to do this.

Step 1

Go to Locations and select the building in which you'd like to update or add an address.

Step 2

Click the blue gear button in the top, right corner.

Step 3

Here you may edit the specific address for this building, if different from site address, or prompt it to use the site address.

***Note

When adding a new building, you will be prompted to input an address, if different from site address.

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