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Chemical Management

Automatically Build And Print Safety Data Sheets (Sds) Binder

Published on 11/09/17 by karyn.menzies@safetyspot.com
Updated on 11/09/17.

Another feature we will demonstrate is generating and printing the SDS Binder for a particular site.

Step 1

Start out by clicking Chemical Management on the menu on the left.

Step 2

Scroll to the site or building in which you'd like to generate the SDS Binder for; click on Go to Chemical Inventory on the right of the selected site.

Step 3

From the menu bar at the top, click on the Collate SDS Binder tab. You will receive an alert message saying an email with this information will be sent to you.

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Chemical Management

Create New Chemical Manufacturer

Published on 11/01/17 by karyn.menzies@safetyspot.com

Now we will explore how to create a new chemical manufacturer.

Step 1

Click on the Chemical Management tab from the menu on the left.

Step 2

Click More and select +New Chemical Inventory from the drop-down menu. You will be adding a new chemical and new manufacturer at the same time.

Step 3

Enter a location, choose privacy settings for this chemical inventory, and designate users of the organization that will have access to this inventory. Click Create Inventory.

Step 4

In the upper left corner, click +Add Chemical.

Step 5

Instead of selecting sciencelab.com as a manufacturer, click +Create Custom Chemical in the upper right corner.

Step 6

Fill in details on this form. At the top you have the option to select an existing manufacturer or create a new chemical manufacturer. This is where you can add an emergency number for this manufacturer. Fill in further details about this chemical.

Step 7

At the bottom of this form, you have the option to upload the SDS for this chemical. Click Create Chemical Type.

Step 8

The new manufacturer is created. Select the chemical from the drop-down menu of this new manufacturer. You will be prompted to add information about this chemical as previously shown in the Create New Chemical Inventory blog post.

Step 9

Click save. This chemical is now added to your inventory.

Note: Now when you click +Add Chemical, the manufacturer you created will appear as an option in the drop-down ...

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Chemical Management

Remove Or "Shelve" A Chemical

Published on 11/01/17 by karyn.menzies@safetyspot.com

Next for our Chemical Management series, we will review how to remove or "shelve" a chemical from the inventory.

Step 1

Go into Chemical Management from the menu on the left.

Step 2

Scroll to the desired site and click Go to Chemical Inventory.

Step 3

On the far left, click on the settings icon for the chemical in which you'd like to remove.

Step 4

Scroll to the bottom of this form and click Remove Chemical located on the left.

Step 5

Enter the reason for removal and method of disposal, then click Remove Chemical.

Step 6

You will be taken back to the site inventory overview. The Removed Chemicals tab is located at the top right of the page. Click this to view all chemicals that have been removed from this site.

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Chemical Management

Create New Chemical Inventory

Published on 10/31/17 by karyn.menzies@safetyspot.com
Updated on 11/01/17.

We will begin the Chemical Management tutorials with how to create a new chemical inventory for your company using an existing chemical manufacturer, sciencelab.com.

Step 1

Click on the Chemical Management tab from the menu on the left.

Step 2

Click More and select +New Chemical Inventory from the drop-down menu.

Step 3

Enter a location, choose privacy settings for this chemical inventory, and designate users of the organization that will have access to this inventory. Click Create Inventory.

Step 4

In the upper left corner, click +Add Chemical.

Step 5

Select a manufacturer, which in this case is sciencelab.com

Step 6

Select the chemical you'd like add to your inventory from the drop-down menu. Click Create.

Step 7

You will see a pop-up notification that this chemical has been added. Fill out the required details for this chemical.

Note: The specific location of the chemical can be 'under the sink' or 'on top shelf'.

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Training

Mark Training Completed

Published on 10/05/17 by karyn.menzies@safetyspot.com

We've added the option to manually override and Mark Lesson as completed. Trainers may mark a lesson as completed without waiting for the student to complete it.

Step 1

Go to Training Center and click on Training Management.

Step 2

Go to the training course and click on Enrollment. You will see a list of enrolled students.

Step 3

From there, click on Show Details of the student you'd like to mark as complete.

Step 4

Under Lessons on the right, you will see a small box. Checking this box marks the lesson as complete for the student.

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Training

Maximum Session Enrollment

Published on 10/05/17 by karyn.menzies@safetyspot.com

To make Training Management easier and more efficient, we've added a new feature.
Max Enrollment allows trainers to set a maximum number of enrollments to limit the amount of students per session.

Step 1

Go to Training Center and click on Training Management.

Step 2

Click on Edit for the training of which you'd like to limit capacity.

Step 3

Scroll down to Training Sessions and click on Edit Training Sessions.

Step 4

Here you will see the option to add a maximum number of enrollments for your sessions.

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Training

Creating And Viewing Course Previews

Published on 09/15/17 by karyn.menzies@safetyspot.com

Creating a Course Preview

Step 1

Go to the Training Center from the menu on the left.

Step 2

Click on the blue Training Management button in the top, right corner.

Step 3

Click on the name of the training in which you'd like to create a preview for.

Step 4

Click on Settings in the top, right corner and scroll down to the list of lessons for this course.

Step 5

Click on edit lesson and scroll down to the lesson options.

Step 6

Turn the Use as Preview option to ON. Click save. This will take you back to the page and you will notice a small green, flag icon marking the lesson as a preview.

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Viewing a Course Preview

Step 1

Go to the Training Center from the menu on the left.

Step 2

Here in the Training Center, you will see a list of available trainings and the ability to search for various trainings. Click on the training in which you'd like to view a preview.

Step 3

In the upper-left corner, click on the Preview box beneath the course title.

Step 4

Here, you are able to view the slides available in the preview. Click finish once done and you will receive a completion message.

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Training

Generating Training Certificates

Published on 09/14/17 by karyn.menzies@safetyspot.com

Managers and users are now able to download a certification upon completion of a training. Certifications can be downloaded as a PDF and printed. Here are a few steps detailing how to generate and print Training Certificates.

Generating Training Certificates (for users)

Step 1

Go to the Training Center from the menu on the left.

Step 2

Click on the tab that says Your Training Certificates. Here you will find a list of all of your completed trainings.

Step 3

Click on the training in which you'd like to view and print your certificate.

Step 4

Click Get Certificates. You will see your certificate come up as a PDF, and from this screen you are able to print the certificate.

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Generating Multiple Training Certificates (for managers)

Step 1

Click on the round, gray, group icon in the upper, right corner.

Step 2

Go to Personnel Management.

Step 3

Click on More located to the far right.

Step 4

From the drop-down menu, select Download Training Certificates.

Step 5

You will be prompted to select the name(s) of the user(s) in which you'd like to generate certificates for.

Step 6

Click Get Certificates. The certificates will then be generated and available for print.

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Training

Share Training With Other Organizations

Published on 09/12/17 by karyn.menzies@safetyspot.com

New to the Safety Spot training module is the option to share a specific training with other organizations. Once a training is complete, edited, and visible, you are able to share this training with another organization on Safety Spot.

Step 1

Start out by going into the Training Center from the menu on the left of the page.

Step 2

Click on the blue Training Management box near the top, right corner.

Step 3

Scroll to the training you'd like to share, and click on Edit Training.

Step 4

At the top, right of this editing page, click on the blue Add Organization link to share this training with another organization.

Step 5

Type in the name of the organization you'd like to share this training wih, and hit send. A confirmation message will pop up, click ok, and the training has been shared.

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Training

Create A New Training

Published on 09/12/17 by karyn.menzies@safetyspot.com

As a trainer, manager or administrator, you have the access to create a new training for your organization. Trainings can be for new hires or for access level purposes. This step-by-step guide and video will demonstrate how to create a new training, including the initial form and editing lessons with slides and quizzes.

Create New Training

Step 1

Go to the Training Center page from the menu on the left.

Step 2

Click on the blue Trainer Management tab in the upper right corner of the Training Center.

Step 3

Click on +New in the upper right corner of the page to create a new training.

Step 4

Complete the short form, including the name of the training and a description of the course, if available. Click create training.

Step 5

Select additional details regarding this training such as adding trainers by name, turning sessions on and off, and selecting whether there will be a charge for the training. Click save once all additional details are correct.

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Creating Lessons (within a training)

Step 1

After saving the additional details to the training, click on +New Lesson on the right side of the page of the new training.

Step 2

Enter a title for the lesson, and fill in additional details. Be sure to make the lesson visible. This is an important step because you will not be...

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Training

Granting Trainer Privileges

Published on 09/12/17 by karyn.menzies@safetyspot.com

As a manager or administrator, you may need to grant a member of your organization with Trainer privileges. This allows this member to add and edit trainings on your organization's platform.

Step 1

Start out by clicking on the circular group icon in the top, right corner of the screen.

Step 2

Click on Personnel Management from this drop-down menu.

Step 3

Here you will see a list of all the members within your organization. Find the member you'd like to grant trainer privileges, and click on the edit button on the right.

Step 4

Once in the member's profile, scroll down to Trainer and toggle ON, then click save.

Step 5

Once the profile is updated, you will see a green check by the Trainer label.

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Training

Granting Manager Privileges

Published on 09/12/17 by karyn.menzies@safetyspot.com

As an administrator of an organization, you have the access to add new members as managers. This grants members with more access options.

Step 1

At the top, right corner, click on the round group icon. And click on Personnel Management.

Step 2

From the Personnel Management screen, click on the Managers tab.

Step 3

Click on the blue Add Manager tab on the left. This will take you to a list of members of your organization.

Step 4

From this list, scroll to the desired member and select Add to add this person as a manager.

Step 5

You will be prompted to fill out additional details on the manager role and settings for this individual. This includes, trainer privileges, security manager status, administrator privileges, and other manager settings. Click save, and you will see this individual added to the manager list.

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Training

Promoting Courses

Published on 09/12/17 by karyn.menzies@safetyspot.com

The Safety Spot interface makes it easy to promote a course via several social media sites directly from the course page. Trainers, managers, administrators and the like can conveniently share a course/training to Twitter, Medium, Facebook, or copy the link to send in an email or post on another social site.

Step 1

Start out by going into the Training Center from the menu on the left.

Step 2

Click on the training course you'd like to share.

Step 3

The share icons are in the top right corner of the course page. Click on the icon of the site you'd like to post this course.

Step 4

You will be prompted to login to your account, then click share or post, and the link to this course will be posted to your social media account of choice.

Step 5

There is also the option to copy the link to the course and manually share it on another site not listed, or share via email.

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Training

Creating Merchant Accounts

Published on 09/12/17 by karyn.menzies@safetyspot.com

Merchant accounts allow trainers, manger, and administrators to charge and receive payment for trainings directly through the training center, instead of going through SafetySpot administrators. Training managers must set up a merchant account either as an individual or business, with a valid checking or Venmo account. All you will need is your information, or legal business information, and banking information.

Setting Up a Merchant Account

Note: You must have administrator privileges in your organization to activate Merchant Account.
Learn how to grant administrator privileges here: https://safetyspot.com/blog/granting-adminis-17-09-01

Step 1

Click on the Organization icon on the top right and select your organization.

Step 2

Click on the settings link to open your organization settings.

Step 3

Click on the Merchant Account and click the activate your merchant account link.

Step 4

Fill out the New Merchant Account form. You can select to either register as a company or as an individual.

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Training

Training Registration And Refunds

Published on 09/12/17 by karyn.menzies@safetyspot.com

After setting up a Merchant Account, users are able to register for your course and submit payment directly to you through the Safety Spot interface. If a refund needs to be issued, this can also be directly on the website.

Charging for a Training

Step 1

After setting up a Merchant Account, navigate to the Trainer Management section.

Step 2

Find the Training you would like to charge for and click on the Edit Training button.

Step 3

Find the Charge For Training field and switch it on.

Step 4

Choose the amount you would like to charge per enrollment and check the box to agree to the Terms and Conditions.

Step 5

Click save and the process is complete.

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Enroll in and Pay for a Training

Step 1

Go to the Training Center on Safety Spot

Step 2

Search and select the Training you would like to enroll in.

Step 3

Click on enroll and complete the payment form. You will receive a confirmation message and email.

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View Transactions and Issue Refunds

Step 1

Go to the [Merchant Account on Safety Spot](https://www.safetyspot.com/merchant/...

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Training

Enrollment Management

Published on 09/12/17 by karyn.menzies@safetyspot.com

For training and certifications to run smoothly, it is important to have access to and manage enrollment. In the Trainer Management module, managers, trainers, and administrators have access to a full list of all enrolled users, including enrollment details and contact info. This step-by-step guide will help you navigate through the Trainer Management to manage enrollment details.

Changing Sessions of Enrolled Users

If a user needs the session they are enrolled in changed for any reason, this can be done in the Trainer Management section.

Step 1

Go to the Training Center from the menu on the left.

Step 2

Click on the blue Trainer Management button in the top, right corner.

Step 3

Go to the training course you'd like to manage and click on Enrollment.
This takes you to a list of all enrolled users.

Step 4

By clicking on Show Details, additional info for this user can be viewed, including session and contact info.

Step 5

Go to Session Enrolled and select the appropriate session in which you'd like to enroll this user in.

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Contacting Students

In the Enrollment section of Trainer Management, information of each user can be found, such as phone number and email. This is useful if a trainer or manager needs to contact a student directly.

Step 1

Go to the Training Center f...

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Training

Paid Training

Published on 09/12/17 by karyn.menzies@safetyspot.com

Here are a few simple steps to guide you on how to charge a payment for a training.

Charging for a Training

Step 1

After setting up a Merchant Account, navigate to the Trainer Management section.

Step 2

Find the Training you would like to charge for and click on the Edit Training button.

Step 3

Find the Charge For Training field and switch it on.

Step 4

Choose the amount you would like to charge per enrollment and check the box to agree to the Terms and Conditions.

Step 5

Click save and the process is complete.

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Personnel Management

Granting Administrator Privileges To Managers

Published on 09/01/17 by karyn.menzies@safetyspot.com

The Safety Spot module gives access to members, managers and administrators within an organization, including various roles and access levels. Here's a quick tutorial on how to change a manager's status to Administrator, or Super-Manager.

Step 1

At the top, right corner of the screen, click on the circular group icon, and click on Personnel Management.

Step 2

Click on the Managers tab, and go to the manager you'd like to make an Administrator

Step 3

Click on Manager Settings to the far right of their name.

Step 4

Go to Organization Administrator and select toggle this option ON.

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General

Merchant Accounts | How To Create And Use A Merchant Account

Published on 08/29/17 by karyn.menzies@safetyspot.com

Setting Up a Merchant Account

Note: You must have administrator privileges in your organization to activate Merchant Account.

Step 1

Click on the Organization icon on the top right and select your organization.

Step 2

Click on the settings link to open your organization settings.

Step 3

Click on the Merchant Account and click the activate your merchant account link.

Step 4

Fill out the New Merchant Account form. You can select to either register as a company or as an individual.

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Charging for a Training

Step 1

After setting up a Merchant Account, navigate to the Trainer Management section.

Step 2

Find the Training you would like to charge for and click on the Edit Training button.

Step 3

Find the Charge For Training field and switch it on.

Step 4

Choose the amount you would like to charge per enrollment and check the box to agree to the Terms and Conditions.

Step 5

Click save and the process is complete.

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Enroll in and Pay f...

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Training

Edit Training

Published on 08/25/17 by karyn.menzies@safetyspot.com
Updated on 09/13/17.

Here's how to edit a training; whether you need to edit trainers for the course, visibility, change approval status, edit sessions, or make the course a paid or unpaid training.

All of these options are easily accessible in the Training Center.

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Note: Why aren't student seeing my training? Be sure to make the lesson visible. This is an important step because you will not be able to make the training visible until there is at least one visible lesson. Click save.

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Once a training is complete, there are other modifications that can be made such as session, the option to charge for a training, and training sets. Here are some tutorials on how to complete these additional tasks.
Training Sessions: https://www.safetyspot.com/blog/using-the-sessio-17-06-27
Training Sets: https://safetyspot.com/blog/using-training-s-17-08-09
Paid Training: https://safetyspot.com/blog/paid-training-17-09-12

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Training

Using Training Sets

Published on 08/09/17 by karyn.menzies@safetyspot.com

Let's explore training sets; how to start a new training set, and ways importing training sets can be useful

Starting a new training set

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Importing a training set for access to restricted equipment

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Importing an existing training set to a new training set

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Safety Shop

Safety Spot Shop: Item Search, Adding Items To Cart, Checkout

Published on 07/27/17 by karyn.menzies@safetyspot.com

Safety Shop

The SafetySpot Shop has all of your safety need from goggles to safety vests. Various industries from construction, labs, to restaurants have a need for safety supplies to keep their business running safely. Safety Spot makes searching for these items easy and we include specifics to ensure you are making the right purchase.

Searching for Items

The Safety Shop is easily accessible from the menu on the left. From here, we can search for safety items by typing in simple keywords to describe the desired product.
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Adding Item to the Shopping Cart

Once you've found your desired product, you'll need to select a location and quantity. Then, you can add this item to your shopping cart and either view your cart, checkout or continue shopping.

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Shopping Cart View

This is a view of the shopping cart from which you can continue shopping or continue to checkout.

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Reports

Using Site Activity Reports

Published on 07/07/17 by karyn.menzies@safetyspot.com

Site Activity

Communicate with members of your organization easier with Site Activity Activity Reports. Start by going into the Reports tab and clicking on Site Activity. This will bring you to the site activity home page where you can select the specific site in which you’d like to report an activity. After selecting the site, you are able to add reports and view existing records on the next page. When adding a new reports, you will need to enter a date, select equipment if needed, and a message.

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Adding Action Taken

Once an activity report is saved, managers may go back and add any action taken regarding this issue.

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Add a Service Order Number

After an action is taken, a service order number may be added to this activity report.

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Generate a Report

At the top of this site’s activity page, you will also find a tab that allows you to generate a report for a specified time frame. After entering the dates and generating the report, you may print the report or download it as a pdf.

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Personnel Management

Adding Members To An Organization

Published on 06/28/17 by karyn.menzies@safetyspot.com

Let's take a quick look at how to add members to an organization!

Members are added to an organization to gain access to trainings and communicate within the organization. Members may be added by a manager by phone number and/or an email address. There is a short form to fill in, and the member is added to this organization.

Start by clicking on the drop down menu at the top of your screen. Click on Members, and this will take you to the member’s section of your organization. Here you can view all members of your organization, as well as, add, remove, and edit members. To add a new member, click on add member just underneath the search bar. This will prompt you to select whether you want to add member by phone or email.

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Right now we are going to add by email. Please note that whichever method you choose, there is still the option to notify the member by the alternate as well. The method you choose will simply be the required information you need to add the member.

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The added member will receive a notification based on the method in which they were added, either a text or email to confirm, and allows the member to activate their account. If this person is already a member of Safet...

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Training

Using The Sessions Feature

Published on 06/27/17 by karyn.menzies@safetyspot.com

Getting Started with Sessions

To use the sessions feature, go into the training center and click on training management. Here is the list of your available trainings. Click on edit training for the training you'd like to add sessions to. At the bottom of the edit training screen is a toggle selection for sessions.

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Editing Sessions

Once sessions is turned on, you can click on the edit training sessions option. This is where sessions are added. You can add sessions by title, start date, and open or close a session.

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Enrolling in a Session

Now, when a student enrolls in a training course, they will be prompted to select a session. Notice the closed sessions do not appear.

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Managing Sessions

Now that there are users enrolled, trainers can go in and manage enrollment by session. Under the training manager, click on enrollment for the same training we added sessions to and enrolled in. This view will show enrollment for all sessions. The selection bar allows you to choose a specific session and view enrollment based on se...