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This quick-start guide will help you start using the Seven Minute Safety Trainer website. If you have any trouble or any questions that are not answered in this document, please contact technical support at techsupport@blr.com.
For assistance with using the Seven Minute Safety Trainer app, please refer to the Seven Minute Safety Trainer—Quick Start Guide—App.
Some features are only available on the website (not on the app).
Web-only features
- Edit the Resources tab content.
- Create trainers and administrators.
- Import multiple users (trainers and employees).
- Print training titles and other screens.
- Change passwords.
The main areas that will be covered in this guide are:
- Dashboard
- Users
- Resources
- Meetings
- Incidents
Dashboard
When you first log in, you will be taken to the dashboard, which gives an overview for your account, including the number of employees, meetings, and incidents. You can also create a new meeting (1) or incident (2) from the dashboard. Trainers and employees will only see their own items. Administrators and owners will see all items for the account.
Users
Create New Employee
To create a new employee, hover over the Users menu, click on Employees (1) in the dropdown menu, then click the + symbol (2).
- Enter the employee’s first name (required).
- Enter the employee’s middle name.
- Enter the employee’s last name (required).
- Enter the employee’s e-mail address.
- Enter the employee's password. (8 character minimum)
- Enter the employee’s phone number.
- Employees can add a signature that will appear on the PDF Meeting Summary when they attend a meeting.
- Exit without saving your changes.
- Save your changes.
Create New Trainer
To create a new trainer, hover over the Users menu, click on Trainers (1) in the dropdown menu, then click the + symbol (2).
- Enter the trainer’s first name (required).
- Enter the trainer’s middle name.
- Enter the trainer’s last name (required).
- Enter the trainer’s e-mail address (required).
- Enter the trainer’s password (required).
- Enter the trainer’s phone number.
- There are multiple account types available to choose from:
- Employees - Can be assigned as an attendee to a meeting or as the employee for an incident. Employees can log into the website or app and see any meeting or incident that they are assigned to. They can also edit their employee information and add a signature that will be used on meeting summary PDF's when they are marked present for a meeting.
- Trainers - Can do all of the things an employee can, plus they can be assigned as a trainer for a meeting and a reporter for an incident. Trainers can also create new meetings, incidents and employees.
- Administrators - Can do all of the things a trainer can, plus they can create new trainers, create meetings for other trainers, see all meetings and incidents, and can reopen incidents and reactivate completed meetings. Administrators can also edit the resources page.
- Owners - Owners can do all of the things administrators can, plus they can create additional administrators.
- Set an expiration date for the trainer, or choose “never expires.”
- Enter an account number (optional).
- Trainers can add a signature that will appear on the PDF Meeting Summary when they attend a meeting.
- Exit without saving your changes.
- Save your changes.
Import Users
The import process is the same for both employees and trainers; the only differences being that trainers must be uploaded from the trainers page, and employees must be uploaded from the employees page.
To import multiple employees, hover over the Users menu, click on Employees or Trainers (1) in the dropdown menu, and click on the Import Employees or Import Trainers (2) icon.
Next, click on the Download Import Template icon (1), and open the .csv file in Microsoft Excel®. Enter your users into the .csv file, and save the file. Finally, click on the Import Employees or Import Trainers icon (2), and select the file that you saved. Your users will now be imported into the system.
Note: Passwords will be created for each imported trainer, using your company’s keyword, which can be found on the dashboard (administrators and account owners only).
The password will be made using:
First initial
Last name
@keyword
For example: Trainer John Smith is imported into Test Company. Test Company’s keyword is “testing.” John’s default password would be jsmith@testing.
Resources
Edit Resources (administrators and account owners only)
- Click on the Resources tab (1)
- Click the “Edit This Page” button (2) to edit the resources information.
- Click on the "Quick-Start for Web" button to access the quick start guide for the Seven Minute Safety Trainer website.
- Click on the "Quick-Start for App" button to access the quick start guide for the Seven Minute Safety Trainer app.
- On the next page, there are three columns, one for each section on the resources page.
- Each section has room for up to 5 items (rows).
- Name the Section Title at the top of each column (one title per column).
- The next row (“Line 1”) is where the text for the first item of each Section Title is entered.
- The third row is used to select what type of entry you are creating. The four available types are:
- Text—plain text with no link.
- Link—a clickable link that will open in new browser tab.
- E-mail—a clickable link that will open the default e-mail program with the specified e-mail address in the “To” field.
- Phone #—a clickable number that dials the specified phone number from your device.
- The fourth row is where the actual web address, e-mail address, or phone number is entered that is connected to “Line 1” (This is left blank for simple “Text” entries).
Below is a sample entry for the first line on the resources page.
Edit screen (Click “Save Resources” at the bottom of the page after making your changes.)
Resulting resources screen
Note: The Resources sections will
display in one column on the app
Meetings
Create New Meeting
To create a new meeting, click on the Meetings tab (1), and click the + symbol (2).
New Meeting Detail
- Select a Training Topic category, and then the specific topic from the dropdown menus.
- Select the date and time of your meeting.
- Enter the meeting location in the text box.
- Click to view your selected Training Topic.
- Click to take attendance for your meeting.
- Enter the job name in the text box.
- Select the trainer from the dropdown menu.
- Images can be added after the meeting is saved.
- Enter your meeting notes in the text box.
- Select the attendees to add to your meeting. (see “Adding employees to a meeting” below).
- View to see who attended the meeting.
- Click to exit without saving.
- Click to save the meeting.
Add Employees to a Meeting
To add attendees to your meeting, click a name in the Employees column on the left (1), and it will appear in the Attendees column on the right (2). To remove an employee from a meeting, click on his or her name (or multiple names using the check-boxes) in the Attendees column and then click either the Add Selected (4) or Remove Selected (5). When you are finished, click Done (6) to save your changes, or Cancel (7) to cancel.
Taking Attendance
After attendees are added to a meeting, trainers and administrators can take attendance. In the meeting details screen, click the attended box. Now, simply click on the names of trainees that are present from the list in the left column. The trainees added to the attended column are the names that will appear in the Summary PDF.
Alternately, employees can log into the app or the website (1) and mark themselves as present for a meeting.
From the main meeting tab, there are four actions for existing meetings to select from.
- Complete - Complete a meeting that has taken place. For more information, see "Complete a Meeting" below.
- Edit - Click to view or edit the details of a meeting.
- Copy - Click to make a copy of a meeting. Once copied, you can edit any of the details of the meeting. The new copy will include all of the meetings details, including attendees, trainers, teeting title, etc.
- PDF - Click to create a meeting summary PDF. This document will include all of the meeting details, as well as the trainer's outline. This document can be downloaded and emailed to supervisors, HR, or anyone else that would like to see a summary of your training.
Select Your Training Title
- Select a topic category.
- Select a specific training title.
- Or search for a title from the search bar.
View Training Titles
- You can view the training title from within your meeting by clicking on the View/Conduct Training button (1).
- Alternately, to view training titles, simply click on the “Meetings” tab (1) and then on the “View Titles” icon (2).
- Next, use the search bar (1) to find the title you want to view, then click “View Title” (2). The training titles can be viewed on the app or website and can be printed from the website for your meeting. If you want to create a meeting with the title, click "Create Meeting" (3)
On the training title page, you can view four different tabs:
- Trainer Outline—Read the outline for the training session.
- Handout—View the optional handout for your employees.
- Quiz—View the optional quiz.
- Answer Key—View the answer sheet.
The Training Titles can be printed using your browser menu.
(Click “File”, “Print” or “Ctrl + P” for Windows, or “cmd + P” for Mac.)
Complete a Meeting
After a meeting has been held, you can update its status to “Complete.” To complete a meeting, click on the “Complete Meeting” (1) icon.
Completing a meeting will make a meeting closed to editing (except for the notes field), unless an administrator or account owner reactivates the meeting by clicking the “Reactivate Meeting” icon (1).
Incidents
Create New Incident
To create a new incident, click on the “Incidents” tab (1), and click the “+” symbol (2).
New Incident Detail
- Select the employee involved in the incident (one per incident).
- Enter the incident location in the text box.
- Images can be added after the incident is saved.
- Select the date and time of the incident.
- Enter the job name in the text box.
- Use the mouse to sign the signature pad.
- Select the person reporting the incident from the dropdown menu.
- Enter your incident notes in the text box.
- Click to exit without saving.
- Click to save the incident.
To close an incident, click on the “Close Incident” (1) icon.
Closing an incident will make an incident closed to editing (except for the notes field) unless an administrator or account owner reopens the incident by clicking the “Reopen Incident” icon (1).
© BLR - Business & Legal Resources
This quick-start guide will help you start using the Seven Minute Safety Trainer app. If you have any trouble or any questions that are not answered in this document, please contact technical support at techsupport@blr.com.
For assistance with using the Seven Minute Safety Trainer website, please refer to the Seven Minute Safety Trainer—Quick Start Guide—web
Some features are only available on the website (not on the app).
Web-only features
- Edit the Resources tab content.
- Create trainers and administrators.
- Import multiple users (trainers and employees).
- Print training topics and other screens.
- Change passwords.
The main areas that will be covered in this guide are:
- Home page and navigation
- Meetings tab
- Incidents tab
- Employees tab
- My Account tab
- Resources tab
Home Page and Navigation
- Click the header to go to the home page (current view).
- Click to view the Meetings tab.
- Click to view the Incidents tab.
- Click to view the Employees tab.
- Click to see the My Account tab.
- Click to see the Resources tab.
- Click to log out of the application.
Note: The main menu navigation can be accessed from the main Meetings, Incidents, Employees, My Account, and Resources screens.
Meetings
- Click to create a new meeting.
- The middle icon displays your total number of meetings. Click it to view a list of meetings.
- Click to view a list of training title collections.
Meeting List
Browse a list of meetings, search for a specific
meeting, or view and edit meeting details from the meeting
list page.
- Click Cancel to return to the previous screen.
- Click Search/Filter to display the search bar and a list of filter options.
- Enter search criteria (optional). If you want to see all of the results for a specific filter, simply leave the search field blank. Otherwise, enter your search criteria, and select which filter you would like to search within.
- Search My Meetings—Displays meetings assigned to you as the trainer.
- Search Active Meetings—Displays active, incomplete meetings.
- Search All Meetings—Displays all meetings (complete and incomplete).
- Cancel—Cancels and returns to your previous view. (For Android devices, please use your device's back button.)
- Select a meeting to view or edit its details. The meetings are listed in chronological order with the most recent dates at the top.
- Click the PDF icon to create a meeting summary that will download to your device and can be emailed. The summary includes all of the meeting details as well as the trainer outline of the selected title.
- Click the copy meeting icon to create a copy of the selected meeting. Once copied, you can edit any of the new meeting's details.
Meeting Detail
The meeting detail page is where all of the information regarding the meeting will be entered. The following options are available on the meeting detail page.
- Click Select a Collection to view a list of Training Collections and Titles and assign one to the meeting (see Choose Training Title below).
- Click View/Conduct Training to view the training title that you have selected.
- Click Take Attendance to take attendance for your meeting. Attendance can be taken on one device by the trainer, or if employees log into their own devices, they can mark themselves as present for a meeting.
- Click to toggle the meeting status to Complete or Active. (Once the meeting is saved, only administrators or account owners can change it back to active status.)
- Click on the Date field to select the date and time of your meeting.
- Click in the Location field to type in a location for the meeting.
- Click in the Job Name field to type in a job name for the meeting.
- Click in the Trainer field to assign a trainer for the meeting from a list.
- Click Add or Remove Attendees to select an employee to add to the meeting. (See Add or Remove Attendees below.)
- To add an image to the meeting, click the Add Image icon (see Adding Image below).
- Click in the Notes field to type in meeting notes.
- Click on the Save Meeting button to save the meeting.
- Click Cancel to return to the previous screen without saving.
- Click Save and Exit to save the meeting and return to the previous screen.
Note: After saving, the meeting will be temporarily uneditable until it has synced with the website.
Choose Training Title (iOS)
- Click Cancel to return to the previous screen.
- Optionally, you can enter a search term to find a specific title.
- Select the training title collection.
- Click Cancel to return to the previous screen.
- Optionally, you can enter a search term to find a specific title.
- Select the training title.
Choose Training Title (Android)
- Select a training title category from the Collection dropdown menu.
- Select a training title from the Title dropdown menu.
- Use your device's back button to cancel.
- Click Cancel to return to the previous screen.
- Click Trainer Outline to view an outline for the training title.
- Click Handout to view the handout for the training title.
- Click Quiz to see the quiz for the training title.
- Click Answer Key to see the answers to the quiz.
Note: The training titles can be printed from the website.
Adding Images
- Click to add a picture with your device’s camera.
- Click to add an image from your device’s photo album.
- Click to cancel. (For Android devices, please use your device's back button)
Note: Images will be saved after the meeting is saved. After saving, the meeting will be temporarily uneditable until it has synced with the website.
Add or Remove Attendees
After clicking Add or Remove Attendees:
- Type in a name to find a specific employee (optional).
- Click on an employee name to add or remove them from the meeting.
- For iOS devices, a checkmark to the right indicates that the employee is assigned to the meeting. For Android devices, the highlighted employee name is assigned to the meeting.
- Click Select All to add all employees to a meeting.
- When you have finished making your selections, click Done to add/remove.
- Click Cancel to exit without saving.
Take Attendance
Trainers and Administrators
Trainers and administrators can take attendance on their devices or on the website.
Android
- Dark Gray - set as present
- White - set as not present
- Select all Attendees as present
- Click Done to save your selections
- Click Cancel to cancel your selections
iOS
- Check mark - set as present
- No check mark - set as not present
- Select all Attendees as present
- Click Done to save your selections
- Click Cancel to cancel your selections
Employees
Employees can mark themselves present (1) for meetings on their devices or on the website.
Incidents
- Click to record a new incident.
- The number shows the total number of incidents. Click to view a list of incidents.
Note: Trainers can only see their incidents. Administrators can see all incidents.
Incident Detail
- Click to toggle the incident status to Closed or Open. (Once the incident is saved with a Closed status, only administrators or account owners can change it back to Open status.)
- Click on the Date and Time field to select the date and time of the incident.
- Click in the Location field to type in a location of the incident.
- Click in the Job Name field to type in the job name of the incident.
Click on Select a Reporter to assign the reporter of the incident from a list. - Click Select an Employee to select the employee involved in the incident.
- To add an image to the incident, click the Add Image icon.
- Click on the Add/Update Signature button to open the signature pad. (On Android, Click here to update Signature). (See Signature: below.)
- Click in the Notes field to type in incident notes.
- Click on the Save Incident button to save the incident.
- Click Cancel to return to the previous screen.
- Click Save and Exit to save the incident and return to the previous screen.
Note: After saving, the incident will be temporarily uneditable until it has synced with the website.
Signature
- After clicking Add/Update Signature, (Click here to update signature on Android) sign the signature pad with your finger.
- Click Done to save the signature.
- On iOS click Clear if you would like to erase the signature and try again. On Android, click Done and then select Click here to update signature and sign again.
iOS
Android
Employees
- Click to add a new employee.
- The number shows the total number of employees. Click to view a list of employees. (See Search Employees below).
Employee Detail
Use the following steps to create a new employee, or click Cancel (8) to exit without saving.
- Enter the employee’s first name (required).
- Enter the employee’s middle name.
- Enter the employee’s last name (required).
- Enter the employee’s e-mail address (required if employee will be signing in).
- Enter a password (required if the employee will be signing in).
- Enter the employee’s phone number.
- Employees can add a signature that will appear beside their name on the meeting summary PDF when they are marked as having attended a meeting.
- Click Cancel to return to the previous screen without saving.
- Click Save and Exit (or Save Employee at the bottom of the page) to save the employee record and exit to the previous page.
Note: Trainers and administrators can only be created from the website. After saving, the employee will be temporarily uneditable until it has synced with the website.
Search Employees
- To search for a specific employee, click on the employee count on the main Employee page.
- Enter the employee’s name in the search field.
- Click on the employee that you are searching for to see his or her information.
- Click Cancel to exit to the previous page.
My Account
- Displays the name of your company.
- Displays your login ID.
- Displays the number of meetings assigned to you as the trainer (administrators see all meetings). Click to view your meetings.
- Displays the number of incidents assigned to you (administrators see all incidents). Click to view your incidents.
- Displays the number of active employees. Click to view the list of employees.
Resources
The Resources tab is completely customizable by the account
administrators and will display whatever information they choose.
Note: The Resources tab can only be edited from the website by an administrator or account owner
© BLR - Business & Legal Resources
When you have completed this quiz, turn it in to your supervisor.
© BLR - Business & Legal Resources