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Training

Edit Training

Published on 08/25/17 by karyn.menzies@safetyspot.com
Updated on 12/01/18.

Editing trainings and training sessions

Step 1

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

Step 2

Go to Training Management

Step 3

Scroll to the training you'd like to edit and click Edit Training

Step 4

Here you can edit trainers for this course, visibility, change approval status, edit sessions, or make the course a paid or unpaid training.

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Note: Why aren't students seeing my training? Be sure to make the lesson visible. This is an important step because you will not be able to make the training visible until there is at least one visible lesson. Click save.

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Once a training is complete, there are other modifications that can be made such as session, the option to charge for a training, and training sets. Here are some tutorials on how to complete these additional tasks.
Training Sessions: https://www.safetyspot.com/blog/using-the-sessio-17-06-27
Training Sets: https://safetyspot.com/blog/using-training-s-17-08-09
Paid Training: https://safetyspot.com/blog/paid-training-17-09-12

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Training

Using Training Sets

Published on 08/09/17 by karyn.menzies@safetyspot.com
Updated on 10/10/18.

Starting a new training set; importing training and other training sets

Step 1

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

Step 2

Go to Training Management.

Step 3

Click +New at the top-left corner.

Step 4

Select New Training Set.

Step 5

Enter set name and click Create Training Set.

Step 6

Add existing training and training sets from the drop-down bar. Click add/import. Save.

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Importing a training set for access to restricted equipment

Step 1

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

Step 2

Select the equipment in which you'd like to attach a training set for access.

Step 3

Go to Access Requirements at the far right.

Step 4

Click Edit Required Training.

Step 5

Import the necessary training for access to this equipment.
*Now under Access Requirements for this equipment, you will see all the added training required for access.

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Safety Shop

Safety Spot Shop: Item Search, Adding Items To Cart, Checkout

Published on 07/27/17 by karyn.menzies@safetyspot.com
Updated on 07/03/18.

Safety Shop

The SafetySpot Shop has all of your safety need from goggles to safety vests. Various industries from construction, labs, to restaurants have a need for safety supplies to keep their business running safely. Safety Spot makes searching for these items easy and we include specifics to ensure you are making the right purchase.

Searching for Items

The Safety Shop is easily accessible from the menu on the left. From here, we can search for safety items by typing in simple keywords to describe the desired product.
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Adding Item to the Shopping Cart

Once you've found your desired product, you'll need to select a location and quantity. Then, you can add this item to your shopping cart and either view your cart, checkout or continue shopping.

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Shopping Cart View

This is a view of the shopping cart from which you can continue shopping or continue to checkout.

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Personnel Management

Manager Password Reset

Published on 07/07/17 by karyn.menzies@safetyspot.com
Updated on 12/01/18.

The manager password reset feature allows managers to send individual members of their organization a link to reset their password or reset and send a new password to the member.

Step 1

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

Step 2

Scroll to the member in need of a password reset. Click the small gear icon on the far right.

Step 3

Scroll to the bottom of this form and click Reset Password.

Step 4

Here you can choose whether to send the password reset instructions to the member by email or phone or reset the password on their behalf and send the member the new password.

Note:Members can also independently reset their password by going to Safety Spot's sign in screen and clicking on the Forgot your password? link

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Reports

Using Site Activity Reports

Published on 07/07/17 by karyn.menzies@safetyspot.com
Updated on 10/23/18.

Site Activity

Communicate with members of your organization easier with Site Activity Activity Reports. Start by going into the Reports tab and clicking on Site Activity. This will bring you to the site activity homepage where you can select the specific site in which you’d like to report an activity. After selecting the site, you are able to add reports and view existing records on the next page. When adding a new report, you will need to enter a date, select equipment if needed, and a message.

Step 1

Go to Site Activity Reports from the drop-down menu at the top, left corner.

Step 2

Select a site.

Step 3

Fill out the information under Add New Record; date, equipment, and explain the event/issue with this equipment. Save activity and the entry will be recorded at the bottom of te screen.

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Adding Action Taken

Once an activity report is saved, managers may go back and add any action taken regarding this issue.

Step 1

From the selected site's Site Activity page, locate the record, and click the small gear button to the right.

Step 2

Click on the box with the 3 dots on the right.

Step 3

Select Action Taken and fill in what action has been taken regarding this issue. Save activity.

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Personnel Management

Adding Members To An Organization

Published on 06/28/17 by karyn.menzies@safetyspot.com
Updated on 10/26/18.

Let's take a quick look at how to add members to an organization!

Members are added to an organization to gain access to trainings and communicate within the organization. Members may be added by a manager by phone number and/or an email address. There is a short form to fill in, and the member is added to this organization.

Step 1

Click on the circular, group menu at the top, right of your screen.

Step 2

Click on Members, and this will take you to the member’s section of your organization. Here you can view all members of your organization, as well as, add, remove, and edit members.

Step 3

To add a new member, click on add member just underneath the search bar. This will prompt you to select whether you want to add member by phone or email.
Please note that whichever method you choose, there is still the option to notify the member by the alternate as well. The method you choose will simply be the required information you need to add the member.

Step 4

After selecting a method, fill in the form and click save. This person will then be notified. You will also then have the option to fill out additional details for this member. Be sure to save.
The added member will receive a notification based on the method in which they were added, either a text or email to confirm, and allows the member to activate their account. If this person is already a member of Safety Spot, they will see the notification that they've been added to the organizati...

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Training

Using The Sessions Feature

Published on 06/27/17 by karyn.menzies@safetyspot.com
Updated on 10/10/18.

Getting Started with Sessions

To use the sessions feature, go into the training center and click on training management. Here is the list of your available trainings. Click on edit training for the training you'd like to add sessions to. At the bottom of the edit training screen is a toggle selection for sessions.

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Editing Sessions

Once sessions are turned on, you can click on the edit training sessions option. This is where sessions are added. You can add sessions by title, start date, and open or close a session.

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Enrolling in a Session

Now, when a student enrolls in a training course, they will be prompted to select a session. Notice the closed sessions do not appear.

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Managing Sessions

Now that there are users enrolled, trainers can go in and manage enrollment by session. Under the training manager, click on enrollment for the same training we added sessions to and enrolled in. This view will show enrollment for all sessions. The selection bar allows you to choose a specific session and view enrollment based on...

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Personnel Management

Assign Required Training

Published on 06/27/17 by karyn.menzies@safetyspot.com
Updated on 10/26/18.

A key feature of the Safety Spot platform is the Training Center. Trainers can add and manage training lessons. Managers can assign required training in five ways. Required training can be assigned to individual members, or by team, organization, access level, and department.

Assign Training to Individual Members

Step 1

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

Step 2

Go to Personnel Management

Step 3

Click on the name of the user in which you'd like to assign a training.

Step 4

Go to the trainings tab, then select a training from the drop down bar, and click assign. This adds the training you selected to this individual's required trainings.

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Assign Training by Team

Step 1

From the menu on the left of the screen, go to the Community Center.

Step 2

In the Community Center, select the team in which you'd like to assign a training.

Step 3

Go to the Required Training tab and click edit.

Step 4

Select a training from the drop-down box to assign to this team, and click assign. This training is now a required training for all individuals on this team.

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Assign Training by Organization

Step 1

Start out by c...

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Training

Adding Trainers & Requiring Approval

Published on 06/27/17 by karyn.menzies@safetyspot.com
Updated on 11/06/18.

An important feature of the Training Management tool is being able to add trainers to trainings. Now when managers go in to edit or create a new training, they are able to add trainers. Managers are also able to select whether a training requires approval.

Adding Trainers

Step 1

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

Step 2

Go to Training Management.

Step 3

Select the training in which you’d like to add a trainer, and click edit training, or click ‘add new’ to create a new training. Now we’re editing or creating a training.

Step 4

Scroll past the title, description and time of the training, and you will see a drop box in which to select and add trainers. Be sure to save this change.

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Requiring Approval

Also on this form, you will see where we can toggle select whether we want to require approval for this course. Once this change is saved, you will see that approval is required for enrolling in this course.

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Safety Shop

Using New Wallet Feature

Published on 06/01/17 by karyn.menzies@safetyspot.com
Updated on 07/03/18.

Safety Spot’s new wallet feature

Located at the bottom of the payment information form, there is the option to save your credit card information to a virtual wallet that may be used for quick, 2-click purchases in the future. Check this box only if you want your payment information saved.

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Once a card is saved to the wallet, it will become the default payment method for future purchases. After selecting the address for your order, your default card will appear, so you simply have to click Place Order.

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Storing cards in the wallet

Please note that cards are not stored across organizations; only within the organization in which the purchase was made, will your credit card information be stored. If storing multiple cards, the first card used is automatically set as your default card. Your default card may be changed by going into settings>payment methods, or clicking the Open Wallet option.

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