Topics Content & Configuration

You can access this page at Settings  >  Safety  > Toolbox Talks  >  Topics  

Each toolbox talk topic's content and configuration can be found on this page. You can get to this page by going to the topics list page and choosing a topic from the list.

The page consists of two sections, Configuration, and Content.

Configuration

In this section, you can configure the settings of the topic. It consists of the following elements. 

 

1.  Topic ID:
   Each topic is assigned a unique ID that cannot be changed.

2. Topic Name:
   This shows the name of the topic. You can edit the name of the topic by clicking on the edit icon next to it.

   Keep in mind that topics can have duplicate names. You can distinguish two or more topics with identical names by their Topic IDs, which are unique.

3. Status
   This dropdown shows the current status of the topics. You may change the status of the topics by clicking on the dropdown and selecting one of the two statuses: Active or Suspended. Topics that are suspended cannot be scheduled or reviewed.

4. Require Signature
   You have the option of requiring the toolbox meeting host, attendee, or individual reviewer to sign before submitting their review document.

   1. Host: Select this if you want the meeting host to sign the toolbox talk document.

   2. Participant: Select this if you want the meeting attendee or individual reviewer to sign the document.

5. Participants
   Decide what type of participants will be able to participate in the toolbox meeting or review the toolbox talk document.

   1. Employee: When selected, employees are allowed to review the toolbox talk. Employees are people who are registered on Zurel as employees. If not checked, the topic would not be available to employees.

   2. Guests: When selected, guests are allowed to participate in the meeting or review the document. If this is not checked, guests are not allowed to review it.

   3. Only Registered Guests: This is available only if the “Guests” is selected. If checked, only the guests who are registered on Zurel’s Site Visitor Log are allowed to participate.

6. Require Job ID
   Select this if you want your meeting host to select a Job ID. Job IDs are always available for selection but are not mandatory unless this is selected.

7. Host's Signature Text
   If you want your host to read a disclosure statement before signing the document, enter the statement here. The statement will appear above the host’s signature pane.

Content

In this section, you can create the content of the topic. It consists of the following elements. 

1. English and Spanish tabs:
   These tabs are for English and Spanish content. Select one of the tabs to enter the content in the respective language.

2. Textual Content
   A formatted text box where content can be added for the topic. If you already have textual content, you can just copy & paste the text here onto this section.

3.  Links
   If you already have URLs for your content, you can enter them here.

   1. Web Page Link: If you have the content as a webpage, enter its URL here.

   2. Video Link: If you have the content video, enter its URL here.

4. Attachment
   In this section, users can either drag and drop or add documents(PDF) by pressing the "+" button. You can add as many PDFs as desired.

5. Participant’s Signature Text
   If you want your participant to read a disclosure statement before signing the document, enter the statement here. The statement will appear above the participant's signature pane.