Summary of Changes:
"Project overview" is now called "Home"
"Subcontractors" is now called "Companies"
Below is the updated version of the article with the necessary changes.
Managing Meetings in BuildPass
Step 1: Accessing Meetings
Within Home, locate the "Meetings" section.
Step 2: Creating a New Meeting
Click on the option to create a new meeting. You will be prompted to fill in various details for the upcoming session.
Step 3: Fill in Meeting details
In the Meetings creation form, enter the following details:
Time – Set the time for the meeting, e.g., 1 p.m.
Type – Choose between Regular, Incident, or other.
Topic – Enter the topic of the meeting, e.g., "Safety on Site."
Adding Files – Attach any related files, such as safety documents.
Step 4: Distributing the Meeting
After filling in the Meeting details, click on "Distribute." You will have options to distribute to:
Signed on Today – Workers who have signed in today.
Inducted with the Project – Workers who have been inducted into the project.
All Workers – All active workers on-site.
Step 5: Distribution and Notification
For this example, select "Signed on Today" and click "Submit."
After submitting, selected workers will receive a notification about the upcoming at 1 p.m.
Step 6: Running the Meeting
At the scheduled time, access the meeting again and click on "Run." This is where you'll conduct the meeting.
Step 7: Taking Notes and Managing Attendance
During the meeting, you can take notes on discussions, including safety topics covered, and attach any additional files if needed.
Step 8: Marking Attendance
Mark attendance for invited Companies and workers who participated in the meeting. Click "Yes" for each attendee and save the attendance record.
Step 9: Adding Uninvited Attendees
If an uninvited Company or worker attends the meeting, manually add them at the end of the session. Save the meeting and generate a QR code for attendance.
Step 10: Distributing the QR Code
The QR code can be shared with workers, allowing them to scan and automatically add themselves as attendees. Options include:
Copying the link and sending it via message.
Downloading and printing the QR code for distribution.
Step 11: Viewing the Meeting Overview
After the meeting, access an overview that includes:
Date and time.
Creation date.
Agenda and notes.
List of attendees.
Scanned QR code activity.
Any attachments.