How do I register toolbox meetings?

Step 1: Click on the ‘Planning’ module.

Afterwards, click on the button Plan new, and select Toolbox meeting.

Step 2: Configure your Toolbox meeting

After you select the Toolbox meeting, you will see this screen (see below). 

Please fill in the necessary information, and save the toolbox meeting to send the invite to your participants.

Step 3: Perform your Toolbox meeting

After you save the toolbox meeting, click on the title of the toolbox meeting in the overview. After doing that, you can click on the Perform button.

Now, you can select the employees who actually participated in the Toolbox meeting. Afterwards, you can write down notes. When you are done, scroll down, and click on the Save button.

Step 4: Insights in the Toolbox meetings

To see who did the toolbox(es), please click on: Employees → Crosstables → Section: toolbox meetings.