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How to Create Jobsites and Jobsite Teams
How to Create Jobsites and Jobsite Teams
A
Written by Andrew Richards
Updated over a year ago

The Jobsites feature in MindForge is a powerful tool designed to help you organize your team members and subcontractors into targeted groups. Whether using MindForge for jobsites with subcontractors or for internal divisions and crews, the Jobsites feature provides an organized way to facilitate targeted communication and training. This feature allows you to manage not only the structural aspects of your teams but also essential details like emergency contacts, required PPE, and training assignments.

Steps to Set Up Jobsites in MindForge

Permissions: Org Admin Level is the only level that can create a new jobsite

Create the New Jobsite

  • Click on Jobsites from the main menu on the web

  • Click on Create New Jobsite

  • In the window, enter the Jobsite Title

  • (Optional) Add a street address and a jobsite number.

  • Click "Create Jobsite."

If an address is provided, MindForge will automatically populate the jobsite with Google Maps and local weather information.

Customizing your Jobsite

Adding Emergency Services and Points of Contact

  • Click "Add Emergency Service."

  • Enter the name and phone number of each relevant emergency service.

  • Add as many contacts as necessary.

Adding PPE Items

  • Click "Add PPE Item."

  • List the required PPE items for the jobsite.

  • You can add or remove PPE items as needed.

Adding Jobsite Notes

  • Click on the pencil in the text box to edit the notes.

  • Add any relevant notes concerning the jobsite in the Notes tab. This can also include links.

  • Click Save

Managing Training Assignments

  • If training is assigned to the jobsite, view details in the Training tab.This includes the course title, the number of assigned individuals, those who have completed the training, and the overall completion percentage.

Adding Jobsite Admins

  • Click on the Jobsite Admin tab.

  • Once your team members are members of the jobsite, you can add them to the Jobsite Admin Tab to provide them the permission to manage the jobsite.

  • Jobsite Admins- Can message the entire jobsite and view training completions.

Managing the Project Team

  • In the Project Team tab, manage the members of the project team. This team is ideal for adding supervisors, foremen, or project leaders.

What's the difference between Jobsite Admins and the Project Team?

It is important to understand the difference between adding employees as Jobsite Admins and members of the Project Team. The Jobsite Admins have the permission to edit or change anything about the jobsite, and send messages or assign training to the entire jobsite or specific teams. The Project Team is where you can add any leaders on the jobsite that you may need to send messages to for the duration of the project.

Example: For a GC, your project team is the whole team that represents your company onsight. The admins are only those responsible for creating messages and managing MindForge.

Creating and Managing Teams

Permissions: Org Admin & Jobsite Admin

  • Click "Create New Team" in the Teams tab.

  • Enter the team name and click "Create New Team."

  • Each team will have a unique onboarding code to share with members.

  • As members join the jobsite teams, they are automatically added as members of the jobsite.

By following these steps, you can effectively set up and manage your jobsites in MindForge, ensuring smooth communication and organization throughout your jobsites.

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