Getting Registered
If you haven't completed training via a Microsoft Teams call with a Boxcore CSM, first step is to reach out to the principal contractor in order to get access.
Note: For those who have completed one on one virtual or in person training with a Boxcore CSM, you should already have access.
Be on the lookout for an email from support@boxcore.com inviting you to register for access. Click on "Let's Go" to complete the registration process.
Sample:
Getting Started in Boxcore
When logged in, your home screen should display the project(s) and Company/companies you are with.
Once workers are added into the system, you will get a visual breakdown of:
-Total number of workers
2. If you click "Expired" to view all outdated training records in one place, making it quick and easy to update anything that’s expired or nearing expiration by selecting 'Replace Training' Help Article
Creating/Adding a Worker
Please reference this Help Article that demonstrates how to add a worker in Boxcore.
Upload Training Docs
Once the worker profile is created, you'll want to upload the relevant Site Safety training documents/certifications. Help Article.
Note: If you are using our facial recognition feature, you'll have to add/upload 2 headshots of the worker. Help Article
Sharing Training Records Externally
One of the greatest advantages Boxcore offers Subcontractors is the External Share feature. When working on a project with another principal contractor, you can quickly and securely share all your training records from Boxcore with external recipients — even if they don’t use Boxcore. Help Article
Duplicating Workers Across Projects
If working on multiple projects whether it be with the same general contractor or a different one also using Boxcore, you can duplicate worker profiles along with relevant training records across several projects once in the system. Help Article.
Note: You must be granted access to the new project by the principal contractor FIRST in order to duplicate workers.
Document Manager
You can save time and eliminate the need for back-and-forth emails by using Boxcore’s Document Manager feature. Simply upload your Site Safety documentation such as toolbox talks, pretask plans, or COIs and the principal contractor will have direct visibility once the file is uploaded. Help Article
Issuing Inductions
There are 2 ways to issue an induction.
Via Worker's profile: View Help Article
Via Document Manager: View Help Article
You can check and monitor the completion status and view signatures on the document: View Help Article
Support
We have a fantastic Support Team available at support@boxcore.com, or you can send us a message directly through our website. You can also visit our Help Center, which offers a variety of step-by-step articles to help you easily navigate Boxcore.
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