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How to Upload Custom Toolbox Talks
How to Upload Custom Toolbox Talks
Updated over 2 months ago

Custom Toolbox Talks are a vital component of the Safety Reports Safety Training System, allowing administrators to upload and organize training materials for employees. This guide walks you through the steps to upload custom Toolbox Talks into the system.

Step 1: Log in to Your Admin Account

Begin by logging into your Safety Reports admin account. Once logged in, navigate to the ‘Training’ tab, which is located among the other Safety Reports products.

Step 2: Choose ‘Toolbox Talks’ from the Left-Hand Menu

On the left-hand side of the screen, you will find the option for ‘Toolbox Talks’. Click on this to access the section where you can manage and upload Toolbox Talks.

Step 3: Add a New Toolbox Talk

At the top-right of the Toolbox Talks page, click the green ‘Add New Toolbox Talk’ button. This will open up the form where you can input the details of your new Toolbox Talk.

Step 4: Enter Talk Information

Fill in the required fields for the Title, Description, and Origin of the Toolbox Talk.

  • Title: Enter the name of the Toolbox Talk.

  • Description: Provide a brief explanation or summary of the talk.

  • Origin: This field will default to "InHouse," which represents the custom origin of the Toolbox Talk. You can leave this as is or enter a custom source name.

Step 5: Upload the Toolbox Talk File

To upload the Toolbox Talk file, click the grey ‘Choose File’ button. This will open a file selection window. Navigate through your computer’s file tree and select the PDF file that contains your Toolbox Talk content.

Once selected, click the green ‘Upload’ button to complete the file upload. After the upload is successful, you should see a blue link appear, indicating that the file has been successfully added.

Step 6: Add Additional Language Versions (Optional)

If you are adding a version of the Toolbox Talk for Spanish or French speakers, repeat the file upload process under the Toolbox Talk File (2) row. Select the appropriate language and upload the respective file.

Step 7: Choose a Category for the Talk

Next, you will need to select a category for your Toolbox Talk. The Safety Reports system includes several preloaded categories covering common topics. If none of the existing categories are a fit, you can create a new category for your Toolbox Talk.

Step 8: Complete the Upload

Once all the necessary fields are filled out and the file is uploaded, click the green ‘Add’ button to finalize the process. Your custom Toolbox Talk will now be added to the system, organized under the selected category.


By following these simple steps, you can easily upload custom Toolbox Talks to the Safety Reports Safety Training System, ensuring that your training materials are organized and accessible for employees. This feature helps maintain a well-structured training environment while ensuring compliance with safety standards.


Download the How to Upload Custom Toolbox Talks PDF here:

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