Creating a sign-off sheet

Step

From My Dashboard, click on Pick workspace and select the site where you wish to create the sign-off sheet.

Step

From the site inbox, click the Switch to Manage Mode button.

Step

Expand the Employee records drop-down in the manage sidebar and select Briefings & Sign-off sheets.

Step

Click New briefing.

Step

Click Continue under Sign-off sheet.

Step

If applicable, re-select where you would like to create this sign-off sheet.

Click Continue.

Step

Enter a title for the sign-off sheet.

This is typically the name of the briefing / training / toolbox talk you're looking to give.

Step

Select the employees that will be taking part in the briefing / training / toolbox talk and therefore to include on the sign-off sheet.

You can select via roles, or per employee.

Step

Click Generate sheet

Step

On the following page, you can print off the sign off sheet by clicking Print