Schedule a Site Briefing
A guide for Site Managers who want avoid the rush and prepare Briefings e.g Toolbox Talks, Daily Pre-Starts ahead of time.
Plan and schedule your Briefing in advance. The Briefing will be saved and remains fully editable until the scheduled date and time for sharing with the site team.
Table of Contents
Requirements
Permissions: Company or Site Host Permissions required. If you do not have permission, please contact your 1Breadcrumb administrator.
Pre-requisites: The Briefing must have the setting "Allow Scheduling" (see how here) enabled from the web portal. If you do not have Company Host Permissions to do this, contact your 1Breadcrumb administrator.
Web Portal Instructions 💻
This feature is not available on the Web Portal.
Mobile App Instructions 📱
Step 1: Find a Site Briefing Form
- Start by clicking on the Host panel on the bottom right of screen
Step 2: Prepare the Site Briefing Form
- Select the Briefing/Toolbox Talk/Prestart tile
- Prepare the Briefing
Step 3: Schedule the Site Briefing
- When you're finished writing the Briefing, click Schedule at the end
Watch the steps in full here or below:
Things to note:
- If you leave the Briefing before clicking Schedule Briefing, it will be auto saved ready for you to continue working on.
- Once the Briefing has been scheduled, it remains editable until the scheduled date and time. Simply open the Briefing form and click Edit Draft.