CPT - What is Safety Toolbox Trainer?

In Safety Toolbox Trainer’s Dashboard 

Here, you’ll see an overview for your account, including the number of employees, meetings, and notes. You can also create a new Meeting or Note by selecting +New from the dashboard. Trainers and employees will only see their own items. Administrators and owners will see all items within their company. 

2. The STT Dashboard 

Managing Users 

When clicking on the USERS tab, you will see three drop down menu items  - All Users, Employers, and Trainers. 

3. The User drop-down 

There’s a few things to keep in mind about the contents of the drop-down: 

1.  ALL USERS (Only available to Owners and Administrators)—All Users will allow you to manage and      create all user types.  

2. EMPLOYEES (Available to all user types)—Employees will allow you to manage and      create employees.  

3. TRAINERS (Only available to Owners and Administrators)—Trainers will allow you to manage and               create trainers. 

Creating New Employees 

To create a new employee, hover over the Users menu, click on Employees in the drop-down menu, then click +Create Employee.  

4. Create Employee 

When adding an Employee, the following items are required:  

1. Employee’s first name  

2. Employee’s last name  

If you would like to set up the employee so he or she can log into the Web or mobile application, you’ll also have the option to enter the following:  

1. Employee’s e-mail (this e-mail will be the employee’s username)  

2. Employee’s password (eight-character minimum)  

Employees can add their signature, which will appear on the PDF Meeting Summary, when they attend a meeting. After entering in all the appropriate information, click Save. 

Creating New Trainers 

To create a new trainer, hover over the Users menu, click on Trainers in the drop-down menu, then click + Create Trainer.  

5. Create Trainer 

When adding a trainer, the following items are required:  

1.    Trainer’s first name  

2.  Trainer’s last name  

3.  Trainer’s e-mail address (this e-mail will be the trainer’s username)  

4.  Trainer’s password (eight-character minimum)  

5.   An account number Trainers can add their signature, which will appear on the PDF Meeting Summary, when they attend a meeting. After entering in all the appropriate information, click Save. 

Importing Users 

The import process is the same for both employees and trainers.  

1.   To import multiple employees and/or trainers, click the orange Import Users button. 

2. Next, click on the Download Import Template icon, and open the .csv file in Microsoft Excel, or your preferred spreadsheet software. 

3.   Enter your users into the .csv file, and save the file.  

4.   Finally, click on the Import icon, and select the file that you saved. 

5. User Importing 

Editing Resources 

1.  Click on the Resources tab.  

2. Click the “Edit This Page” button to edit the resources information.  

6. Page Edit button 

3. On the next page, there are three columns, one for each section on the resources page.  

4.  Each section has room for up to five items (rows).  

a.  Name the Section Title at the top of each column (one title per column).  

b.  The next row (“Line 1”) is where the text for the first item of each Section Title is entered.  

c.   The third row is used to select what type of entry you are creating.  

The four available types are:  

• Text—plain text with no link  

• Link—a clickable link that will open in a new browser tab  

• E-mail—a clickable link that will open the default e-mail program with the specified  e-mail address in the “To” field  

• Phone #—a clickable number that dials the specified phone number from your device  

d.  The fourth row is where the actual Web address, e-mail address, or phone number is entered that is connected to “Line 1.”  

(This is left blank for simple “Text” entries.)\ 

Creating a New Meeting 

To create a new meeting, click on the Meetings tab, and then click the +Create Meeting button. 

7. Create a Meeting 

(How to add and select meeting details): 

1.   Search for a title using the Search Title keyword field or select Collection and Title within the drop-down options.  

2. Enter a job name for your meeting.  

3. Select the date and time of your meeting and enter the meeting location.  

4. Select the trainer(s) from the drop-down menu. You are able to select one trainer or all trainers for any meeting.  

5. Select the attendees to add to your meeting.  

6. Attach any images related to your meeting.  

7. Add any notes related to your meeting.  

8. Click Save. 

Taking Attendance and Creating Reports for your Meetings 

 After a meeting has been conducted, trainers and administrators can take attendance. In the Edit Meeting details screen, there will be a drop-down called ‘Attended’. Within this drop-down, select the employees who attended the meeting. Alternatively, employees can log into the app or website and mark themselves present for a meeting. 

Within the Reports page, you will see two reports:  

1. Attended Meetings Reports  

2. Trainer’s Meetings Report 

Attended Meetings Report 

The Attended Meeting Report shows administrators what meetings were created and a list of all the trainers and attendees of the meeting. 

By default, the report will show all the Completed Meetings. To generate a specific Attended Meeting Report, select from a number of filters to meet the needs of your inquiry. After you’ve selected all the appropriate filters for your report, you can either view the results within the application or click Export to view the report within a .csv file. 

Trainer’s Meetings Report 

The Trainers Meetings Report shows administrators what meetings each trainer conducted. The export results will be the same as the Trainer’s meetings. 

If you need more tips, or if you need any assistance – feel free to reach out to your BLR representative or submit a ticket at: https://simplifycompliance.freshdesk.com/support/tickets/new