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      Submit a Site Briefing

      A guide for Site Managers wanting to submit a Site Briefing form for Toolbox Talks, Daily Pre-Starts, or other communications.

      The Site Briefings tool is an important way to communicate site-specific information to your workers onsite. If you are a Host, you can submit a Site Briefing, collect signatures from your workers, and get a record of the meeting all from your mobile app.

      Watch the Video Here:

      Table of Contents

      Requirements

      Permissions: Company or Site Host Permissions required. If you do not have permission, please contact your 1Breadcrumb administrator.

      Pre-requisites: A Site Briefing Form must be created and associated with your Site before you can access and submit a Site Briefing.

      Web Portal Instructions 💻

      This feature is not available on the Web Portal (yet).

      Mobile App Instructions 📱

      Step 1: Find a Site Briefing Form

      • Start by clicking on the Host panel on the bottom right of screen
      • Select Change Site to make sure you are on the correct Site
      • Click on the Site Briefings tile to and then select the Toolbox Talk
        • Note: This might be called something different depending on how your 1Breadcrumb administrator setup the form

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      Step 2: Submit the Site Briefing Form

      • Start by completing all required fields in the Site Briefing Form
        • Note: If you have completed a Site Briefing previously, you can also select Copy from Previous Version to clone the information from your previous form.
      • Once you are finished, provide a Valid Until date
        • Note: The valid until date specifies how long the Toolbox Talk will be active (able to be signed by workers currently checked in or yet to check in).
      • Once you are finished, click Submit to finalise your Site Briefing

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      • An alert will now go out to all workers to sign the Site Briefing.
      • All workers who sign in using 1Breadcrumb whilst the Site Briefing is Active will also be forced to sign this form during their check-in.
      • All workers who manually check out at the end of the day whilst the Site Briefing is Active will also be forced to sign this form.

      Step 3: View Current Signatures

      • Once you have submitted your Site Briefing, click on the Site Briefings tool again
      • Next, select View Current Signatures to view a live list of workers who have signed it

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      You now know how to complete a Site Briefing! Once the Site Briefing form is no longer active, a report will be created in the Site Briefings report. It will also be pushed directly to the Documents tool in Procore (if you are a Procore user).