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Safety Briefings

Safety Briefings allow you to record that employees have read and understood key Health & Safety documents, such as Risk Assessments, Checklists, and Safe Systems of Work

Safety Briefings differ from other HSM training courses because you can attach an Associated Record, linking the relevant document directly to the briefing. Safety Briefings appear in the Training Matrix and against the document being shared. 

You can also record attendance with a signature.

This process can be used for any Risk Assessment, Checklist, or Safe System of Work once it has been set up as a Safety Briefing and assigned to employees.

 

 

Set up a new Safety Briefing

  1. Log in to BCarm and open Health & Safety Management.

  2. Click on Training Centre and Manage Safety Briefings



  3. Click Create Safety Briefing.

  4. Provide the details of the briefing and add your Associated Record.

  5. From here you can search through your existing Risk Assessments, Checklists, or Safe Systems of Work.

  6. If you wish to record employee attendance using signatures, just remember to tick the box that asks ‘Can a signature be provided when recording attendance?’.

  7. Click Save and Enrol Employees.

  8. You can now assign which employees will need to read the document.

  9. Once you have assigned your employees to the briefing, you can leave the safety briefing as is, until it’s time for the employees to read the document, or you can record their attendance straight away by clicking Continue.

  10. Attendance and accompanying signatures can then be recorded via desktop computer or tablet.  Their attendance will then be saved to the overall training records.

How do I see who has completed the Safety Briefing?

To view your signatories, you can go to Training Centre > Manage Safety Briefings.

To print off the document with the signatories go to print off the document in question.

For example, to see the signatories against a Risk Assessment, go to Risk Assessments > Manage Risk Assessments > and click Print.

Then (if applicable) you will get a tick-box option to include any Safety Briefing signatories. This will generate a PDF document of the Risk Assessment with the signatures at the bottom.

You can do this same process for Checklists and Safe Systems of Work documents too.

If you would rather that your employees signed off on paper, just follow the above steps, but leave the signature fields blank.