Open the Safesite app on your mobile device, then select the round "plus" (+) icon at the bottom of the screen, opening the New Safety Action screen. From here, select Conduct Meeting.
A popup menu will appear, prompting you to select a project for the meeting. Once selected, you will be brought to the New Meeting page.
Under the Meeting Details window, use the dropdown menu to select a location for the meeting. You can choose a location from the resulting popup list, or use the search bar at the top to narrow down the list or create a new location entirely.
Next, select a meeting topic by touching the next dropdown menu that appears. Safesite provides several meeting topics by default, though your organization may create their own custom templates as well. Contact an organization admin if a desired meeting topic is not available.
Once a meeting topic is selected, the screen will be populated with a list of talking points for the meeting. As you go through the meeting, use the checkmark button to confirm the talking point was discussed (or select "NA" if the talking point was skipped). Once the checkmark button is selected, three more buttons will appear for optional actions: an eye to add an observation, a caution symbol to add a hazard, and a speech bubble to add a comment.
Once all talking points have been completed, select Save & Add Attendees at the bottom of the screen.
You will be given two options to add attendees to the meeting. Select From Project Team List allows you to manually select each attendee from a complete list of your organization's personnel. The other option, Duplicate From Completed Meeting, allows you to select a previously-completed meeting in order to duplicate the list of attendees.
Once you've added your attendees, you must upload a picture of the attendees themselves or their signatures to confirm their presence at the meeting. Simply select the camera button and upload a photo from your device.
Once a photo is uploaded, select Finish at the bottom of the screen to complete and log the meeting.
For more information on "conducting a meeting" click here for our video tutorial.