This tutorial will demonstrate the use of your survey module to log data for your organization through use QR codes, links and kiosks.

Creating Survey

Step 1

Click the circular group icon in the top, right corner.

Step 2

Go to Surveys.

Step 3

Select +Add New.

Step 4

Type in the name of the survey. Be sure to toggle select ON to activate the survey, making it available to users.

Step 5

Add questions and select question type. Add questions as needed. Save survey.
To SHARE Survey
You can copy and share survey link or add to kiosk.

Taking Survey

Step 1

To take survey, either scan in at a kiosk or paste the survey link in the URL bar.

Step 2

Answer questions and click Next.
Note There is a progress bar at the top keeping track of your progress as you complete survey questions .
Yes/No questions are answered by checking the box for YES and leaving the box unchecked for NO.

Step 3

Click Submit.

Viewing Results

Step 1

Click the circular group icon in the top, right corner.

Step 2

Go to Surveys.
You will see a list of available surveys. You may view how many took the survey by looking at the number to the right of the survey...

The Community Center team settings now has a Team Lead option. This feature prompts messages to show up on the organization homepage of team members.

Step 1

From the drop-down menu in the top, left corner go to Community Center.

Step 2

Go to the team name to you'd like to edit and click on the small wrench icon in the upper, right corner.

Step 3

Under Team Settings , toggle select ON Make Team Lead.

Step 4

Scroll down and select Update Team.

Test Post

Step 5

Go back to the Community Center via the drop-down menu in the upper, left corner.

Step 6

Select a team.

Step 7

Type in a message to post to bulletin board.
Once posted, go back to the homepage. The Latest Community Feed posts will appear at the bottom of the homepage feed, with bold new post alerts.

Our latest feature makes viewing and making new reservations of available equipment more easily accessible.

Step 1

From the drop-down menu in the top, left corner, go to Asset Scheduler.

Step 2

Select whether you want to search reservations by location or equipment.

Step 3

When searching by location, choose the site of the equipment. When searching by equipment, type in or select equipment from the list.

Step 4

Find and select the desired date and time by clicking the box where the time and desired equipment name intersect.

Step 5

Enter details for the reservation. Save.

Our latest feature, the Equipment Calendar View, displays all scheduled equipment information within a location in a calendar view.

Step 1

From the drop-down menu on the left, go to Locations.

Step 2

Select the desired location.

Step 3

Go to Equipment and Personnel.

Step 4

Select the box labeled Calendar View.

Training Reports is our latest feature for training management. This feature allows managers to generate a spreadsheet for its organization including information such as each member's individual training completion and approval status. The spreadsheet also includes member contact information, enrollment date, training expiration, and payment information.

Step1

From the drop-down menu in the top, left corner, go to Training Center.

Step 2

Select Go to Trainer Management in the upper, right corner.

Step 3

Click More in the upper, right corner and select Generate Training Report

Step 4

The complete Excel spreadsheet will be emailed to you.

An update to the Chemical Inventory module addresses chemicals with no functional SDS sheet. Now, when the SDS email is sent, if no SDS information exists, it will be displayed as shown below.

Note: This tutorial explains how to generate/download an SDS binder.

An update to the Request Dashboard, Location Requests, allows managers to utilize the dashboard to approve building, room, and other location access requests.

Step 1

Click on the circular group icon in the top, right corner.

Step 2

Go to Requests & Feedback

Step 3

Select Location Requests. New and past requests will appear here.

A Standard Operating Procedures tab is now available under the Documents module.

Step 1

Go to the drop-down menu in the top, left corner and select Document Center.

Step 2

Click the SOPs tab.

Step 3

To add new SOP documents, click the +Attach New box on the right.

The latest feature added to Training Management allows captions on training slides.

Step 1

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

Step 2

Click the Trainer Management box in the top, right corner.

Step 3

Scroll to the desired training and click Edit Training on the far right.

Step 4

Scroll down to the desired lesson and click Edit Content.

Step 5

Click the slide in which you'd like to attach a comment and click the Edit button on the top, right next to the small gear icon.

Step 6

Type in the desired caption and click Save.

Our latest deployment is the Location Check-In with email. This feature allows students and personnel to check-in to labs, shops, and maker spaces, etc. with their email.

Step 1

Go to the drop down menu in the top, left corner.

Step 2

Go to Kiosk.

Step 3

Select Location Check-In.

Step 4

Choose Location.

Step 5

Click Check-In.

Step 6

Type in your email. Click Check-In.

Step 7

Be sure to look for the welcome banner at top of screen after checking in.

Note: This updated kiosk code also features a tab under each location that lists people that have checked-in. To view this list, follow he steps below.

Step 1

Go to the drop down menu in the top, left corner.

Step 2

Go to Locations.

Step 3

Click the Check-In tab.

The new NFC card, smartphone and watch reader Equipment Energizer add-on option enables access to your equipment through tap card, phone or watch tap automatically. This new capability was publicly disclosed at ISAM 2019 in New Haven, CT @ Yale University. Your safetyspot community is growing. This directly results in advancing practical commercial grade technologies for your shop, lab, facilities and maker space to Make it Smart and Keep it Safe.

The new Auto-Allow Equipment Access feature automatically allows access when training requirements are completed for a specific piece of equipment.

Step 1

Go to Equipment Management from the drop-down menu in the top, left corner.

Step 2

Scroll to and select the desired equipment.

Step 3

Click the small gear Settings button in the top, right corner.

Step 4

Go to Restricted Access from the menu on the left.

Step 5

**Note: Restricted Access must first be turned on to access the auto-allow feature.
Once Restricted Access is on, toggle select ON the auto-allow feature

The Form Builder MVP is a new feature that allows managers to customize the fields required when onboarding a student or employee to the organization's Safety Spot.

To access the Form Builder MVP:

Step 1

Click on the circular group icon in the top, right corner and click on the organization name.

Step 2

Go to Settings by clicking the small gear button near the top, right corner of the organization page.

Step 3

Go to Privacy to access the form builder for new accounts.

Step 4

Toggle select ON to require more information in requests.

Step 5

Click Edit Required Questions.

Step 6

Select +Add More to add fields for new questions. Edit questions as needed. Be sure to click Save.

Note:Responses can be found within your requests dashboard under membership requests.

We've added a new feature to SafetySpot to further assist with equipment management. The Equipment Manager feature allows managers to manage vendor information, keep track of cost information, warranty and vendor support information, and calibration information.

Additional fields when adding new equipment

Step 1:

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

Step 2:

Go to Equipment & Assets.

Step 3:

Click +New.

Step 4:

Select the equipment type.

Step 5:

Fill in the information for the equipment being added. Note the new fields including cost, vendor, and warranty information. The direct link to the manufacturer's warranty information can be copied and pasted into the warranty field for easy access later.

Technical Specifications fields

Step 1

After saving the equipment, you may edit tech specs by clicking Add Technical Specifications on the next page.

Step 2

You may add and remove fields as needed so that only the necessary fields show up.

Step 3

Be sure to save.

An additional feature of the Request Dashboard is Equipment Requests. Managers may view and accept or deny equipment requests as well as download the organization's equipment request history.

To access Equipment Requests via the Request Dashboard:

Step 1

Click on the circular group icon in the top, right corner.

Step 2

Go to Requests. This takes you to the Request Dashboard.

Step 3

Select Equipment Requests from the menu bar.

Step 4

New requests will appear at the top of this page. You may accept or deny new requests and view request history.

Step 5

To download the organization's entire request history, click the Download Equipment Request History link at the top, right corner.

As part of the new Request Dashboard, Community Feedback allows managers to view all feedback history for their organization. Managers may download feedback history as well as view the details of each entry, including who sent the feedback and what it's regarding.

To access Community Feedback via the Request Dashboard:

Step 1

Click on the circular group icon in the top, right corner.

Step 2

Go to Requests. This takes you to the Request Dashboard.

Step 3

Click on the Community Feedback tab. Here managers can download feedback history and view feedback details.

The Request Dashboard is a new feature for managers on Safety Spot. The Request Dashboard allows managers to view and manage all membership requests for their organization.

To access the Request Dashboard:

Step 1

Click on the circular group icon in the top, right corner.

Step 2

Go to Requests. This takes you to the Request Dashboard where you can view new and old membership requests for your organization. New requests will appear at the top of this list.

Step 3

There is also a link in the upper, right corner to download the organization's entire request history.

Step 4

The Community Feedback tab shows all feedback received for this organization. Managers are able to view details of feedback such as who it was sent from, the organization name, and what the feedback is regarding.

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.

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 drop-down menu at the top, left corner.

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

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

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. Depending on the number of certificates the selected user has, you may be prompted to enter an email in which the certificates will be sent. The e...

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 drop-down menu at the top, left corner.

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 log in 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.

In addition to our new feature circulation allowing equipment to be checked in and out, we've added the option to remove add/remove equipment from circulation. Taking equipment out of circulation prohibits it from being checked out.

Step 1

From the drop-down menu in the upper, left corner go to Equipment & Assets.

Step 2

Scroll to and select the desired equipment.

Step 3

Click the gearbox marked Settings in the top, right corner of the equipment page.

Step 4

Go to Circulation Settings listed on the left.

Step 5

Toggle select ON or OFF to set whether you want this equipment in circulation making it available to be checked out. Once turned on, this equipment will be listed under the circulation tab.

Equipment Circulation allows users to log the check-out and return of equipment.

Users request equipment check-out.

Step 1

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

Step 2

Click Circulation listed in the top menu bar.

Step 3

You will see a list of equipment available to your organization. Note:You must have access to the equipment you are requesting to check-out.

Step 4

Click Check-Out on the desired equipment. You will then see an alert that the check-out is pending approval.

Note:You will get a notification indicating whether this check-out is approved or denied.

Managers approve or deny check-out request.

Step 1

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

Step 2

Click Circulation listed in the top menu bar.

Step 3

Click Management in the top, right corner.

Step 4

There will be a small, oval icon in the top, right corner indicating pending requests. Click the icon to view.

Step 5

Now managers may choose whether to approve or deny the check-out request. The user will receive a notification with the manager's selection.

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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.

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.

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

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.