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SAFETY REPORTS Training Event Guide

Learn how to create, manage, and save Training Events using the Safety Reports Training App, including attaching PDFs.

Updated over 3 weeks ago

Purpose

This guide explains how to build Training Events in the Safety Reports Training App. You can use either Safety Reports-provided content or your own custom material. Content is organized by Source and then by Category, just like in the mobile app.


How to Create a Training Event

Access the Training Events Page

  1. Log into your account’s Admin page.

  2. From the menu on the left, select Training Events.

  3. Click the green ‘Add New Training Event’ button in the top-right corner.


Choose the Event Type

  1. From the Event Type dropdown, select either:

    • Future Event – for upcoming or same-day training

    • Completed Event – for past or backdated training

  2. Select a Trainer or a 3rd Party trainer, as applicable.


Add Training Content

  1. Use the Search field to type a keyword from the toolbox talk title OR
    Select the Source, Category, and Material manually.

  2. Enter the Training Event Title and any other required details.

    Tip: If using a Safety Reports toolbox talk, some fields may auto-fill.


Assign Employees

  • If your account uses employee groups:

    • Choose a group from the Employee Groups dropdown.

    • All employees and trainers in that group will be displayed.

    • To include all employees, select ‘All’.


Mark as Required Training (Optional)

  • If this training meets a Required Training need:

    • Check the box under Meets Required Trainings.


Add a PDF (If Needed)

  • To attach a PDF, upload it directly through the Training Event setup screen.

Note: You cannot upload PDFs through the Required Training page.


Save the Training Event

  • Click the green ‘Save Training Event’ button to complete the process.


⚠️ Important: This guide applies only to the Training App in Safety Reports. The steps and features described do not apply to other apps, including:

Inspections App, JSA App, Observations App, Incident App, Incidents App, Safety Scan App, Forms App, or any other part of the Training App outside of the Training Events section.


For More Help

Contact Safety Reports Support:

📞 (402) 403-6575, option ‘2’

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