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Safety Meetings
Dane Sorenson avatar
Written by Dane Sorenson
Updated over a year ago

Completing Safety Meetings (App)

If you already have your staff setup on the manager dashboard there are no further perquisites that have to be done before you can start completing safety meetings on the app. A staff member does not have to be assigned job positions or belong to a department in order to participate in a safety meeting.

  1. Login to the EDGEauditor app with your user credentials and location code.

  2. Select the Health and Safety module and then choose Safety Meeting.

  3. Add the name of the meeting organizer.

  4. Give your meeting a name.

  5. Add the meeting date.

  6. Add the meeting time.

  7. Add the meeting length.

  8. Add the meeting location.

  9. Add comments or notes that explain the meeting (e.g., agenda).

  10. To add staff to participate in the meeting, you can either start to type the staff member’s name to filter results or use the drop down to scroll through the list and select the staff member. Then click the ADD STAFF button.

    • You can add all staff at once and then get staff members to add their signatures at a later time (e.g., once the meeting has finished).

    • This allows you to setup your meetings in advance of the actual meeting since it can be saved to the local device. Remember, saving to the local device means the exact same tablet or computer must be used to access it.

  11. When you choose SAVE, you’ll have the option to Save Incomplete Meeting to This Device (where it can be accessed from Pending Local Reports) or Save and Close Out Meeting to Cloud (this option removes the meeting from the app and sends it through to the manager dashboard).

    • IMPORTANT: All fields except staff members to be added must be filled in before you can save the meeting to the local device.

    • For any images you add (e.g., photo of meeting agenda) you’ll need to add a title for that photo. Photos can only be added using the app version that can be installed on a mobile device. Photos and other external documents can also be attached via the manager dashboard once the meeting has been submitted.

Managing Submitted Safety Meetings (Dashboard)

  1. From a desktop computer, login to the manager dashboard at resort.edgeauditor.com.

  2. From the side navigation click on Health & Safety > Manage Safety Meetings. Find the safety meeting you wish to review and click on:

    • Actions > View to view the information that was submitted and attach any supporting documents such as certificates or course curriculum.

    • Actions > Edit to modify any of the information that was input on the app except date and staff members attended the safety meeting.

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