About This Guide
This guide walks you through how to use Safety Trainings in the BusyBusy mobile app.
What You’ll Learn
Set Safety Training permissions on mobile
Create training meetings (based on permission level)
Access and conduct trainings as an instructor
Track attendance, collect signatures, and add documentation
Allow employees to view and sign trainings
Built for Safer, Smarter Worksites
Use this guide to help standardize safety processes, improve communication, and keep your crews informed and protected.
Setting Safety Training Permissions (Mobile)
By default, only Admins can perform or manage Safety Trainings. You can grant permissions to other positions such as Managers or Supervisors.
How to Set Permissions
Open the busybusy mobile app
Tap Settings
Tap Positions
Select the position you want to update
Scroll to Manage Safety
Tap Trainings
Permission Types
Perform Trainings
Can create and conduct training meetings
Automatically assigned as the instructor
Cannot assign other instructors
Manage Trainings
Can assign other instructors
Can view, edit, and delete meetings
Can manage trainings across the app
Final Steps
Tap Save to apply changes
Repeat for other positions as needed
Creating a Safety Training Meeting (Mobile)
There are two ways to create a meeting depending on your permission level.
Method 1: Perform Trainings Permission
Users with this permission can only create meetings for themselves.
Steps
Go to Supervisor Tools
Tap More
Select Safety Trainings
Tap the + button
Meeting Details
Date & Time: Defaults to tomorrow at 7:00 AM
Training Material: Select from library or custom PDFs
Title: Auto-filled, but editable
Project (Optional): Assign if needed
Attendees: Select employees
Notifications: Enabled by default
Description: Visible to attendees
Instructor Info: Private notes for instructor
 | Note: The instructor field is not available. You are automatically assigned. Tap Save to create the meeting. |
Method 2: Manage Trainings Permission
Users with this permission can create meetings for any instructor.
Steps
Tap Safety from the main menu
Tap the + button
Meeting Details
Date & Time: Defaults to tomorrow at 7:00 AM
Instructor: Select from users with training permissions
Training Material:
Search by topic
Filter by source (OSHA, CPWR, Custom)
Upload new PDFs using the + button
Title: Auto-filled, editable
Project (Optional)
Attendees: Select employees
Notifications: Sent at creation and before start
Description: Visible to attendees
Instructor Info: Private instructions
Tap Save to create the meeting.
Accessing Scheduled Trainings (Instructor) Mobile
How to Access
Open the mobile app
Go to Supervisor Tools
Tap Safety Trainings
Select the Scheduled tab
Tap a training meeting
Conducting a Safety Training (Mobile)
Once inside a meeting, instructors can manage the full training process.
Review Training Materials
Open the attached document to guide the training
Mark Attendance
Tap the Attendees list
Mark employees as present
Add Attendees
Tap the + icon to add employees who were not originally scheduled
Collect Signatures
Employees can sign using the instructor’s device
Or sign later from their own device
Add Notes
Document key details or observations
Add Photos
Attach images related to the training
Completing a Training Meeting (Mobile)
Final Checklist
Attendance marked
Signatures collected
Notes/photos added
Mark Complete
Tap Mark Complete
IMPORTANT: Once marked complete, core details cannot be edited.
Editing After Completion (Mobile)
After completion, you can still:
Add attendees
Update attendance
Collect signatures
Add notes and photos
You cannot edit:
Title
Date and time
Instructor
Training materials
Employee Access & Signatures (Mobile)
Employees can view and sign trainings in multiple ways.
Method 1: Notification
Tap the push notification when a training is about to start
Method 2: Safety Dashboard
Tap Safety
Tap Trainings
Select the scheduled meeting
Method 3: Clock-Out Reminder
Employees may be prompted to sign before clocking out
Tap Sign Now to complete
Training Materials & Filters (Mobile)
Selecting Materials
Search by topic
Filter by source
Access custom PDFs
Uploading Materials
Tap the + button in material selection
Upload PDF
Add title and save
Language Support
Some trainings are available in Spanish
Tap the Globe icon to switch languages (if available)
Not all materials have translations