What’s Inside
This guide will walk you through everything you need to successfully set up and use the Safety Trainings tools in BusyBusy (web):
Set Safety Training permissions
Create and schedule training meetings
Upload and manage custom training materials
Access and conduct training meetings
Track attendance and collect signatures
Edit scheduled and completed meetings
Use filters and language options
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 (Web)
By default, only Admins can manage and conduct Safety Trainings. You can grant permissions to other positions (such as Managers or Supervisors) based on your company’s needs.
How to Set Permissions (Web)
Go to Settings
Click Positions
Select the position you want to update
Scroll to the Manage Safety section
Click Trainings
Permission Types
Perform Trainings
Can create and conduct training meetings
Must be the instructor of the meeting
Cannot access or manage trainings on the web dashboard
Manage Trainings
Can create meetings for any instructor
Can view, edit, and delete trainings
Can access the Safety Trainings module on web
Final Steps
Click Update to save changes
Repeat for any additional positions
Only users with the correct permissions will see and access Safety Training features.
Creating a Safety Training Meeting (Web)
Only users with Manage Trainings permission can create and schedule meetings on the web.
Step 1: Access Trainings
Log in to busybusy on web
Click Safety in the main menu
Select Trainings
Step 2: Start Scheduling
Stay on the Scheduled tab
Click Schedule
Step 3: Fill Out Meeting Details
Date & Time
Defaults to tomorrow at 7:00 AM
Adjust as needed
Instructor
Only users with Perform or Manage permissions will appear
Training Material
Select from BusyBusy’s library or custom uploads
Use Search to find topics
Use Filter by Source (e.g., OSHA, CPWR, Custom)
Title
Auto-filled from selected material
Can be edited
Project (Optional)
Assign to a specific project if applicable
Attendees
Select employees for the training
Additional attendees can be added later
Notifications
Enabled by default
Sends notification when scheduled
Sends automatic reminder at start time
Description (Visible to Attendees)
Add meeting details such as location or preparation instructions
Instructor Information (Private)
Add notes or instructions for the instructor only
Step 4: Save the Meeting
Click Save
The meeting appears under the Scheduled tab for the instructor and attendees
Uploading & Managing Custom Training Materials (Web)
You can upload your own PDF training materials for use in meetings.
How to Upload
Click the three dots menu
Select Custom Training Material
Click Upload
Select a PDF file
Enter a title
Click Create
Managing Materials
Click the three dots next to a file to:
Edit the title
Replace the file
Delete the material
 | Uploaded materials will be available when selecting training content during scheduling. |
Conducting a Safety Training Meeting (Web)
Once inside a scheduled training, instructors can manage the full training process.
Review Training Materials
Click the attached material to open it (on the right-hand side)
Use it as a guide during the training session
Mark Attendance
Go to the Attendance section
Check boxes next to employees who are present
Add Attendees
Click Add Attendees to include additional employees (e.g., late arrivals, unexpected attendees)
Collect Signatures
Click an employee’s name
Have them sign using the mouse in the signature box
Add Notes
Use the Notes section to document important details or observations
Add Photos
Upload photos related to the training session for documentation
Completing a Training Meeting (Web)
Final Review Checklist
Before completing the meeting, ensure:
Attendance is marked
Signatures are collected
Notes and photos are added (if needed)
Mark the Meeting as Complete
Click Mark Complete
Once completed:
Core meeting details become locked
Some fields can still be updated (see below)
Editing Safety Meetings (Web)
Editing a Scheduled Meeting
Go to the Scheduled tab
Click the meeting
Click the pencil icon
All meeting details can be edited before completion.
Editing a Completed Meeting
After a meeting is marked complete:
You CAN still:
Add attendees
Update attendance
Collect or add signatures
Add notes and photos
You CANNOT edit:
Title
Date and time
Instructor
Training materials
Filtering & Language Options (Web)
BusyBusy allows you to filter training materials by language.
Filter for Spanish Trainings (Web)
Go to Safety > Trainings
Open the training material library
Click the Filter icon
Select Spanish-Language Trainings
 | Notes on Language
|