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Help Center › Admin screens, field by field › Training: Talks (toolbox talks), Library procedures and file uploads
Training: Talks (toolbox talks), Library procedures and file uploads
Every box for toolbox talks and attendance, procedures with read confirmations, crew how-to approvals and uploaded course files.
Where to find it: Contractor Hub → Team & Training → Training → Talks tab and Library tab.
Talks records safety talks and who was there. Library holds your written procedures and the files used in courses. Hours shown for talks are the minutes you enter. They are not timed, and nothing is added to the time clock.
Fields: New talk or meeting
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Type (kind) |
Labels the session. | Toolbox talk, Tailgate meeting or Class. | Toolbox talk. |
Title (title) |
Name of the talk (max 140). Required. | Example: “Ladder safety”. | Empty. |
Starts (starts) |
Date and time. Required. Employees see today’s talks to sign in. | Pick date and time. | Empty. |
Led by (leader) |
Who runs it. | Pick a person from your crew list. | First crew member. |
Minutes (minutes) |
Time counted for reports. | 0 to 480. | 15. |
Course to link (optional) (course_id) |
Links a published course to the talk. | Pick a course or None. | None. |
Topic or notes (topic) |
What it covers (max 500). Employees see it. | Free text. | Empty. |
Who is expected (roster) |
The people who should attend. Used for the attendance rate. | Tick crew members. | None ticked. |
Anyone can sign in (not only the people above) (open) |
Lets people not on the list sign in. | Tick if open. | Off. |
| Create / Save | Saves the talk. If Title or Starts is empty: “Give it a title and a start time.” | Click. |
Fields: Attendance
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Attendance (on a talk) | Opens the roll. | Click. | |
| Present / Absent (per person) | Records that person. Employees can also sign in themselves. | Click. | Not recorded. |
| Close the talk | Locks the roll and lists no-shows. | Click. |
Fields: Library tab
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Upload a file for courses (file) | Adds a video, audio, picture, PDF or document, or a captions file (.vtt). Files are checked by content and shown only to signed-in people from your company. | Choose a file. A progress bar shows. | None. |
| Approve / Decline (crew how-to videos) | Publishes or rejects a how-to video a crew member made. | Click. | |
| New procedure / Edit | Opens the procedure form. | Click. | |
Title (title) |
Procedure name (max 140). | Example: “Mower pre-start check”. | Empty. |
Category (category) |
Groups procedures (max 40). Employees filter by it. | Example: “Equipment”. | Empty. |
Tags (comma separated) (tags) |
Search words (max 200). | Example: mower, safety. |
Empty. |
Status (status) |
Whether employees see it. | Draft, Published, Archived. Publishing saves a new numbered version; older ones are kept. | Draft. |
Text (Procedure text, body) |
The procedure itself. Simple HTML (paragraphs, lists, bold) is fine. | Write the steps. | Empty. |
Who sees it (roles) |
Which roles can read it. | Tick crew, leader, manager. All three ticked means everyone. | All ticked. |
People must confirm they read it (ack_required) |
Employees must tap “I have read and understood version N”. | Tick for safety rules. | Off. |
Keep a read receipt (read_receipt) |
Keeps a record of reads. | Tick if wanted. | Off. |
| Save | Saves the procedure. | Click. | |
| Who has read it | Lists who confirmed (version and date) and who is still to read. A confirmation is a record, not a legal signature. | Click. |
Steps
- Talks → New talk or meeting. Fill Type, Title, Starts, Led by, Minutes, and tick who is expected. Press Create.
- On the day, press Attendance, mark Present or Absent, then Close the talk.
- Library → New procedure. Fill the boxes, set Status to Published, and press Save.
If something goes wrong
- A procedure does not show for employees: it is still Draft, or their role is not ticked.
- An upload fails: the message under the file box says why (size or type).