Before adding safety events to a project plan, you must choose how safety event requests will be handled. This setting determines whether safety inspections and trainings can be added and how they are processed after being requested.
Before You Begin
⚠️Safety Events are only available for customers using both Resource Planning and Safety (Inspections or Trainings).
Before enabling safety events:
You must have the Manage Project Plans permission enabled.
You must have access to Safety Inspections and Trainings.
Enable Safety Events When Creating a Project Plan
When creating a new project plan, you can enable safety events during setup.
To enable safety events during creation:
Go to Scheduling → Project Planning
Click Plan
Select the project you want to plan
Choose a start date
Select how employee requests should be handled
Select how equipment requests should be handled
Under Safety Event Requests, choose how safety events should be handled
Click Create
Once the plan is created, safety events will be available based on your selected option.
Enable Safety Events in an Existing Project Plan
If a project plan has already been created, you can enable safety events by editing the plan.
To enable safety events on an existing plan:
Go to Scheduling → Project Planning
Locate the project plan
Click Edit Plan
Find Safety Event Requests
Select how safety events should be handled
Click Submit
Once updated, safety events will be available in the project plan.
Safety Event Request Options
When enabling safety events, you choose how requests will be handled after they are created.
Send to Safety
Select this option to send safety event requests directly into BusyBusy’s Safety module.
This allows safety managers to:
Review requests
Assign inspections or trainings
Track completion
Email Requests
Select this option if safety events are managed outside of BusyBusy.
When a safety event is requested:
An email is sent with the event details
The inspection or training is handled externally
Instantly Approve Requests
Select this option to automatically approve safety events without sending a request.
This option is useful for:
Planning-only workflows
Teams that do not require approval before completing safety activities
Off
If this option is selected:
Safety events cannot be added to the project plan
The option to create safety events will not be available
What Happens After Enabling Safety Events
After safety events are enabled:
You can add safety events to tasks within task groups
Safety events can be requested just like tasks
Requests are sent based on the selected option
Approved events are managed in the Safety module
Important Things to Know
Safety Events must be enabled before they can be added
Safety Events can only be added to tasks within a Task Group
Safety Events are not available on standalone tasks
Changing request settings only applies to new requests
Existing requests are not affected by changes
This article is only regarding the Safety Event to a Task in Resource Planning within BusyBusy.