Android Devices

Meetings 

To create a new meeting: 

1. Click the Meetings tab at the bottom of the screen. 
2. Click the + sign at the bottom right-hand corner of the screen. 

Within the Add Meeting screen, fill out the following information: 

1. Search for a title using the Search Title keyword field, or select a Collection and Title within the drop-down options. (Once a Collection and Title have been selected, you will be able to click View/Conduct Training to see the training materials for that selected title.) 
2. Enter in a job name for your meeting. 
3. Enter the meeting location. 
4. Add attendees to your meeting by clicking the Attendees field and selecting the people you want to attend the meeting. (Select and Deselect names to add and remove attendees.)
5. Select the date and time of your meeting. 
6. Add a trainer(s) to conduct the meeting by clicking the trainer field and selecting a trainer. You can select one trainer or all trainers for any meeting. 
7. Attach any images related to your meeting. You can take a picture or add existing pictures from your phone’s photo gallery. 
8. Add any notes related to your meeting. 
9. Click Save.

View Titles 

View a list of 7-Minute Safety Trainer titles within the Meetings screen. 

1. Click View Titles. 
2. Select a Collection from the drop-down option. 
3. Click the three dots on the right-hand side of the title you are interested in. 
4. Click View Title within the pop-up at the bottom of the screen. 

(You also have the option to create a meeting within this pop-up by clicking Create Meeting.)  

Search and Manage Meetings 

Browse a list of meetings, search for a specific meeting, or view and edit meeting details from the Meetings screen. 

Searching for a Meeting: 

1. Click the filter icon at the top right-hand corner of the Meetingsscreen. A filter by pop-up will appear that will allow you to select what kind of meeting you want to show. 
   • All Meetings — Displays all meetings (complete and incomplete) 
   • Active Meetings — Displays active, incomplete meetings 
   • Completed Meetings — Displays meetings that have been set to “Complete” 
   • My Meetings — Displays meetings assigned to you as the trainer 
2. You can also type a keyword in the Search Keyword field. As you type your keyword, the meeting with that keyword will appear in the results. 

Selecting and Managing Meetings 

Click on the title of the meeting to open the meeting detail. Within the meeting detail, you can edit the meeting information if the meeting is active (not completed). 

1. To complete a meeting, click into the Meeting Detail, and click the check mark at the top right- hand corner of the screen. 
2. To reactivate a completed meeting, click the Reactivate icon at the top right-hand corner of the screen. 
3. Click the three dots on the right-hand side of the title you are interested in. 
4. Click Download PDF to create a meeting summary that will download to your device and can be e-mailed. The summary includes all the meeting details, as well as the trainer outline of the selected title. 
5. Click Copy Meeting to create a copy of the selected meeting. Once copied, you can edit any of the new meeting's details.

Notes 

To create a new note: 

1. Click the Notes screen within the menu at the bottom of the screen. 
2. Click the plus sign (+) at the top of the All Notes screen. Within the Add Note screen: 
   • Select the date your note is being recorded. 
   • Enter the Note Title. 
   • Select the person that note is being reported by. 
   • Write the location related to your note. 
   • Add an image from your mobile device’s photo gallery, or take a picture to attach to the note. 
   • Add your note details. 
   • Click the Save icon to save your note. 

Search/Browse Notes 

There are a few ways to search and browse notes. 

1. To look at notes with a certain status, click the filter icon at the top right-hand corner of the screen. You will be able to filter by: 
   • All notes — All notes created, including active and archived 
   • Current Month’s Notes — Notes created within the current month 
   • Last Month’s Notes — Notes created in the previous month 
2. You can also search for notes by entering a keyword. Your results will reflect what is written in the keyword field.

Employees 

To create a new employee: 

1. Click the Employees screen within the menu at the bottom of the screen. 
2. Click the plus sign (+) at the top of the Employees screen. Within the Add Employeescreen, enter the following information: 
   • Employee’s first name (required)
   • Employee’s middle name 
   • Employee’s last name (required) 
   • Employee’s e-mail address (required if the employee will be signing in) 
   • A password (required if the employee will be signing in) 
   • Employee’s phone number 
   • Employee’s expiration date 
   • You can click Never Expire to allow 
   • To set an expiration date, click Access Expires At and select a date of expiration. 
3. Employees can add a signature that will appear beside their name on the meeting summary PDF when they are marked as having attended a meeting. 
4. Click Save. 

Note: Trainers and administrators can only be created from the website. 

Search/Browse Employees 

There are a few ways to search and browse employees. 

1. To search for employees with certain criteria, click the filter icon at the top right-hand corner of the screen. 
2. Within the Filter Employeesscreen, you will be able to filter by: 
   • Users — Show employees who are active or inactive. 
   • Signature — Show employees with a signature or without a signature on file. 
   • Phone — Show employees with a phone number or without a phone number on file. 
   • E-mail — Show employees with an e-mail or without an e-mail on file. 
3. After selecting your filter(s), click Apply. You can also search for employees by entering an employee name within the search field. 
4. Click the magnifying glass icon to open the search field. 
5. Enter the employee name. Your results will reflect what is written in the search field. 

Edit Employee’s Profile 

If you need to add/edit an employee’s profile information: 

1. Click on the employee’s name within the Employees screen. 
2. Add/remove any necessary information and/or employee signature and click Save.

Resources 

The Resources tab is completely customizable by the account administrators and will display whatever information they choose. 

Note: The Resources tab can only be edited from the website by an administrator or account owner. 

1. To view the resources your administrator or owner added, click the resources icon at the bottom of the screen. 
2. Within the Resources screen, you will see sections that your administrator or owner created. 
3. To view this Mobile App Guide, click the Mobile App Guide button at the bottom of the screen. 

My Account 

1. Click the My Account icon at the bottom of the screen to access your account information. 
2. Within the My Account screen, you will see your name and a pencil icon. Click on the pencil icon to edit your account information. 
3. Click the Update button to save any changes you may have made to your profile. 
4. The number of meetings assigned to you as the trainer (administrators see all meetings) will be displayed on the My Meetings line. Click to view your meetings. 
5. The number of notes assigned to you (administrators see all notes) will be displayed on the My Notes line. Click to view your notes.
6. 6. Click the logout icon to log out of the app.