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3 Easy Steps to Create & Deploy Mobile Toolbox Talks

By Keith Bateman on August 4, 2017
Tags: Data Collection, Productivity

Workers using mobile forms

Staying Safe Onsite with Mobile Toolbox Talks

Over the course of a labor intensive 8 to 12-hour shift on a construction site, safety procedures commonly go by the wayside. The reason for this lapse in safe judgment is more times than none caused by the lack of proper routine safety training. Luckily this is an issue that can be easily solved and is why more safety supervisors across many different industries require Toolbox Talks to be conducted on every job site. 

Toolbox Talks are an amazing way for safety managers to re-engage with field workers who may not always be performing their daily duties in the safest possible manner. Toolbox Talks are an easy way to get everyone together on the project site to discuss a relevant job topic like ladder or harness safety, answer any questions they may have about the particular subject or task, and also have each employee sign-off/acknowledge that they were present for the meeting. This documentation process is not only important for possible liability in the case of a worker injury, but it also gives you a clear record of when and where these critical safety sessions are being conducted. 

The Advantages of Paper-free Toolbox Talks

Today, many companies conduct Toolbox Talks very informally with a packet of paper and a pen. The issue is that it's really easy to forget, misplace, or damage this important packet of paperwork since it's being transported constantly between multiple job sites and the main office.

These issues often lead to inconsistencies in proper safety procedures and documentation. Paper-based Toolbox Talks are extremely hard to verify for completion on a daily basis unless you are physically there to witness the collection of signatures. With mobile Toolbox Talks, you're able to instantly eliminate the need for manual data verification, transportation, and reporting.

Conducting Toolbox Talks with a platform like GoCanvas allows you to conveniently store all your daily, weekly, and monthly OHSA related safety curriculum right on your smart device. This means that no matter where you are, you have the power to conduct a thorough safety lesson to your field employees. You can also conveniently collect signatures of your crew members in attendance, along with digital time, date, and location stamps for further data validation. This makes not only collecting the information a breeze, but back-office reporting is now made effortless since all the data is now automatically stored in the cloud for real-time analysis and/or data export. 

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Going Paperless in 3 Steps with Canvas

Transitioning your process from paper to a mobile platform like GoCanvas is not as difficult as it seems. All it truly takes is a spreadsheet, a laptop, and a smart device!

The first step is to organize the weekly or monthly content of your Toolbox Talks into a .CSV file (Excel).  Your spreadsheet can be as simple as two columns named "Topic" and "Description". This file will be used as Reference Data and connected to your GoCanvas account and mobile form. This file should contain the content that you wish to populate within your mobile Toolbox Talks form. You can source Toolbox Talks content from a variety of sources as well, including www.oshatraining.com that contains content for every month of the year!

The second step, after you have created and uploaded the Reference Data file, is to begin the creation of your own Toolbox Talks mobile form. The creation of this mobile form can be as simple or as complex as you want it to be by customizing it with the GoCanvas App Builder. We suggest including Signature, Time, Date, and GPS fields to assist with data reporting. But if you'd prefer to not create a mobile Toolbox Talks form from scratch, download this pre-built template and customize the fields to fit your company's needs! Or you can even scan and upload a copy of the paper Toolbox Talks that you're currently utilizing with your crews today and we'll convert them into mobile version absolutely free!

Once you're finally happy with the layout of your mobile form, the final step is to make sure you connect your Reference Data file to it. This will ensure that the specific safety topic that you select to discuss with your crew populates within the mobile form automatically. And if you need any assistance in connecting your Reference Data file to your mobile form, just click here!

Now you are well on your way to a safer work site with GoCanvas!

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