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Location Check In With Email

Published on 12/14/19 by karyn.menzies@safetyspot.com

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.

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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.

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New Nfc Card, Smartphone And Watch Reader For Equipment Energizers

Published on 10/26/19 by admin@safetyspot.com
Release NFC 1.1

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.

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Document Center

Published on 10/05/19 by karyn.menzies@safetyspot.com

The Document Center allows users to search for and upload documents such as liability waivers, permits, and plans & policies.

Liability Waivers

Step 1

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

Step 2

Select Liability Waiver.

Step 3

Search for existing liability waivers in the search bar.
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Permits

Step 1

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

Step 2

Select Permits.

Step 3

Search for existing permits or attach new permits by clicking +Attach New.
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Plans & Policies

Step 1

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

Step 2

Select Plans & Policies.

Step 3

Search for existing plans and policies or attach new plans and policies by clicking +Attach New.

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Equipment Management

Equipment Manager

Published on 04/29/19 by karyn.menzies@safetyspot.com
Updated on 05/16/19.

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.

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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.

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Training Certificates

Published on 01/25/19 by jose.vega@safetyspot.com
Release 2

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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.

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Safety Shop

Safety Spot, Inc. Wallet

Published on 01/24/19 by jose.vega@safetyspot.com
Release 2

New Feature for Safety Shop

SafetySpot’s Safety Shop now has a new feature to make payments easier! Instead of re-entering your credit card information for each purchase made in the safety shop, customers now have the option to save payment methods for future purchases. Cards may now be stored in a virtual wallet after a payment is made.

New Feature FAQs

Can multiple cards be stored in the wallet?

Yes, multiple cards can be stored. Cards may be stored after a purchase, so as long as the card is used for a purchase it may be added to the wallet. A card will set as the default payment option, but this can be changed in the wallet settings.

Can I add a payment option without making a purchase?

No, a card may not be added directly to your wallet without using the card to make a purchase. The option to save the credit card information is included the checkout process.

Will my credit card information be stored automatically when I make a purchase?

No, your information is not saved automatically. There is a box (located at the bottom of the payment form) that must be checked in order to store your information. Customers also have the option of deleting a payment method from their wallet.

Using the Safety Spot Wallet

Click here for a more in-depth tutorial on how to use the Safety Spot’s new wallet feature!

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Equipment Circulation Settings

Published on 01/18/19 by karyn.menzies@safetyspot.com

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.

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Equipment Circulation

Published on 01/14/19 by karyn.menzies@safetyspot.com

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.

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