This tutorial will demonstrate the use of your survey module to log data for your organization through use QR codes, links and kiosks.

Creating Survey

Step 1

Click the circular group icon in the top, right corner.

Step 2

Go to Surveys.

Step 3

Select +Add New.

Step 4

Type in the name of the survey. Be sure to toggle select ON to activate the survey, making it available to users.

Step 5

Add questions and select question type. Add questions as needed. Save survey.
To SHARE Survey
You can copy and share survey link or add to kiosk.

Taking Survey

Step 1

To take survey, either scan in at a kiosk or paste the survey link in the URL bar.

Step 2

Answer questions and click Next.
Note There is a progress bar at the top keeping track of your progress as you complete survey questions .
Yes/No questions are answered by checking the box for YES and leaving the box unchecked for NO.

Step 3

Click Submit.

Viewing Results

Step 1

Click the circular group icon in the top, right corner.

Step 2

Go to Surveys.
You will see a list of available surveys. You may view how many took the survey by looking at the number to the right of the survey...

The Community Center team settings now has a Team Lead option. This feature prompts messages to show up on the organization homepage of team members.

Step 1

From the drop-down menu in the top, left corner go to Community Center.

Step 2

Go to the team name to you'd like to edit and click on the small wrench icon in the upper, right corner.

Step 3

Under Team Settings , toggle select ON Make Team Lead.

Step 4

Scroll down and select Update Team.

Test Post

Step 5

Go back to the Community Center via the drop-down menu in the upper, left corner.

Step 6

Select a team.

Step 7

Type in a message to post to bulletin board.
Once posted, go back to the homepage. The Latest Community Feed posts will appear at the bottom of the homepage feed, with bold new post alerts.

Our latest feature makes viewing and making new reservations of available equipment more easily accessible.

Step 1

From the drop-down menu in the top, left corner, go to Asset Scheduler.

Step 2

Select whether you want to search reservations by location or equipment.

Step 3

When searching by location, choose the site of the equipment. When searching by equipment, type in or select equipment from the list.

Step 4

Find and select the desired date and time by clicking the box where the time and desired equipment name intersect.

Step 5

Enter details for the reservation. Save.

Our latest feature, the Equipment Calendar View, displays all scheduled equipment information within a location in a calendar view.

Step 1

From the drop-down menu on the left, go to Locations.

Step 2

Select the desired location.

Step 3

Go to Equipment and Personnel.

Step 4

Select the box labeled Calendar View.

The Chemical Inventory Bulk upload feature allows managers to generate a spreadsheet with all of the chemical inventory information for a particular site.

Step 1

From the drop-down menu in the top, left corner, go to Chemical Management.

Step 2

Click the More box in the upper, right corner.

Step 3

Select General Information.

Step 4

Click More in the upper, right corner.

Step 5

Select Chemical Inventory Bulk Upload.

Step 6

Select the desired site.

Step 7

When prompted, open the file to view the spreadsheet.

Training Reports is our latest feature for training management. This feature allows managers to generate a spreadsheet for its organization including information such as each member's individual training completion and approval status. The spreadsheet also includes member contact information, enrollment date, training expiration, and payment information.

Step1

From the drop-down menu in the top, left corner, go to Training Center.

Step 2

Select Go to Trainer Management in the upper, right corner.

Step 3

Click More in the upper, right corner and select Generate Training Report

Step 4

The complete Excel spreadsheet will be emailed to you.

An update to the Chemical Inventory module addresses chemicals with no functional SDS sheet. Now, when the SDS email is sent, if no SDS information exists, it will be displayed as shown below.

Note: This tutorial explains how to generate/download an SDS binder.

An update to the Request Dashboard, Location Requests, allows managers to utilize the dashboard to approve building, room, and other location access requests.

Step 1

Click on the circular group icon in the top, right corner.

Step 2

Go to Requests & Feedback

Step 3

Select Location Requests. New and past requests will appear here.

A Standard Operating Procedures tab is now available under the Documents module.

Step 1

Go to the drop-down menu in the top, left corner and select Document Center.

Step 2

Click the SOPs tab.

Step 3

To add new SOP documents, click the +Attach New box on the right.

The latest feature added to Training Management allows captions on training slides.

Step 1

Go to the drop-down menu in the top, left corner and select Training Center.

Step 2

Click the Trainer Management box in the top, right corner.

Step 3

Scroll to the desired training and click Edit Training on the far right.

Step 4

Scroll down to the desired lesson and click Edit Content.

Step 5

Click the slide in which you'd like to attach a comment and click the Edit button on the top, right next to the small gear icon.

Step 6

Type in the desired caption and click Save.

Our latest deployment is the Location Check-In with email. This feature allows students and personnel to check-in to labs, shops, and maker spaces, etc. with their email.

Step 1

Go to the drop down menu in the top, left corner.

Step 2

Go to Kiosk.

Step 3

Select Location Check-In.

Step 4

Choose Location.

Step 5

Click Check-In.

Step 6

Type in your email. Click Check-In.

Step 7

Be sure to look for the welcome banner at top of screen after checking in.

Note: This updated kiosk code also features a tab under each location that lists people that have checked-in. To view this list, follow he steps below.

Step 1

Go to the drop down menu in the top, left corner.

Step 2

Go to Locations.

Step 3

Click the Check-In tab.

We have now deployed the equipment view feature. All managers and admins will be able to search/find/view equipment regardless of viewable/hidden status. However, non-managers and admins will not be able to view hidden equipment. The default setting is visible.

Step 1

From the drop-down menu in the top, left corner, go to Equipment & Assets.

Step 2

Scroll to and select the desired equipment.

Step 3

Click the small gear Settings button in the top, right corner.

Step 4

Under Visibility, toggle select ON or OFF, as desired.
Note: Visibility must be ON for users to see this equipment. When set to OFF only organization and equipment managers will be able to view.

The new NFC card, smartphone and watch reader Equipment Energizer add-on option enables access to your equipment through tap card, phone or watch tap automatically. This new capability was publicly disclosed at ISAM 2019 in New Haven, CT @ Yale University. Your safetyspot community is growing. This directly results in advancing practical commercial grade technologies for your shop, lab, facilities and maker space to Make it Smart and Keep it Safe.

The new Auto-Allow Equipment Access feature automatically allows access when training requirements are completed for a specific piece of equipment.

Step 1

Go to Equipment Management from the drop-down menu in the top, left corner.

Step 2

Scroll to and select the desired equipment.

Step 3

Click the small gear Settings button in the top, right corner.

Step 4

Go to Restricted Access from the menu on the left.

Step 5

**Note: Restricted Access must first be turned on to access the auto-allow feature.
Once Restricted Access is on, toggle select ON the auto-allow feature

The Document Center allows users to search for and upload documents such as liability waivers, permits, and plans & policies.

Liability Waivers

Step 1

From the drop-down menu in the top, left corner, go to the Document Center.

Step 2

Select Liability Waiver.

Step 3

Search for existing liability waivers in the search bar.

Permits

Step 1

From the drop-down menu in the top, left corner, go to the Document Center.

Step 2

Select Permits.

Step 3

Search for existing permits or attach new permits by clicking +Attach New.

Plans & Policies

Step 1

From the drop-down menu in the top, left corner, go to the Document Center.

Step 2

Select Plans & Policies.

Step 3

Search for existing plans and policies or attach new plans and policies by clicking +Attach New.

With the latest feature in Chemical Management, managers may now make their organization's chemical inventory owner anonymous, making only personnel with management or administrative clearance able to see this information.

Step 1

Click on the circular group icon in the upper, right corner and click on the organization title.

Step 2

Select Chemical Management from the menu on the left.

Step 3

Toggle select ON the Anonymous Chemical Owner option to allow only managers and administrators to view ownership information.

How to move chemical inventory from site to site.

Step 1

Go to Chemical Management from the drop-down menu in the top, left corner.

Step 2

Scroll to the desired site or space and click Go to Chemical Inventory.

Step 3

Click the small gear button labeled Edit in the upper, right corner.

Step 4

Go to the Location field and edit the location of this chemical inventory. Save.
Note the listed location of this chemical inventory changes.

The Form Builder MVP is a new feature that allows managers to customize the fields required when onboarding a student or employee to the organization's Safety Spot.

To access the Form Builder MVP:

Step 1

Click on the circular group icon in the top, right corner and click on the organization name.

Step 2

Go to Settings by clicking the small gear button near the top, right corner of the organization page.

Step 3

Go to Privacy to access the form builder for new accounts.

Step 4

Toggle select ON to require more information in requests.

Step 5

Click Edit Required Questions.

Step 6

Select +Add More to add fields for new questions. Edit questions as needed. Be sure to click Save.

Note:Responses can be found within your requests dashboard under membership requests.

Manager may view the expiration status of trainings assigned to members of their organization via Personnel Management.

Step 1

Click the circular group icon in the upper, right corner and go to Personnel Management.

Step 2

Under the Training column, a check mark indicates there are no training assignments pending. An exclamation point indicates a training is not current.

Step 3

Under the exclamation point, you may click on the incomplete assignment.

Step 4

This takes you to the personnel profile. Click the arrow next to Courses to view details and state of training completion.

An additional feature of the Request Dashboard is Equipment Requests. Managers may view and accept or deny equipment requests as well as download the organization's equipment request history.

To access Equipment Requests via the Request Dashboard:

Step 1

Click on the circular group icon in the top, right corner.

Step 2

Go to Requests. This takes you to the Request Dashboard.

Step 3

Select Equipment Requests from the menu bar.

Step 4

New requests will appear at the top of this page. You may accept or deny new requests and view request history.

Step 5

To download the organization's entire request history, click the Download Equipment Request History link at the top, right corner.

As part of the new Request Dashboard, Community Feedback allows managers to view all feedback history for their organization. Managers may download feedback history as well as view the details of each entry, including who sent the feedback and what it's regarding.

To access Community Feedback via the Request Dashboard:

Step 1

Click on the circular group icon in the top, right corner.

Step 2

Go to Requests. This takes you to the Request Dashboard.

Step 3

Click on the Community Feedback tab. Here managers can download feedback history and view feedback details.

The Request Dashboard is a new feature for managers on Safety Spot. The Request Dashboard allows managers to view and manage all membership requests for their organization.

To access the Request Dashboard:

Step 1

Click on the circular group icon in the top, right corner.

Step 2

Go to Requests. This takes you to the Request Dashboard where you can view new and old membership requests for your organization. New requests will appear at the top of this list.

Step 3

There is also a link in the upper, right corner to download the organization's entire request history.

Step 4

The Community Feedback tab shows all feedback received for this organization. Managers are able to view details of feedback such as who it was sent from, the organization name, and what the feedback is regarding.

To make Training Management easier and more efficient, we've added a new feature. Max Enrollment allows trainers to set a maximum number of enrollments to limit the number of students per session.

Step 1

Go to the Training Center and click on Training Management.

Step 2

Click on Edit for the training of which you'd like to limit capacity.

Step 3

Scroll down to Training Sessions and click on Edit Training Sessions.

Step 4

Here you will see the option to add a maximum number of enrollments for your sessions. Fill in this form, click save.

Step 5

The next screen will show that the session has been updated. Scroll down and click save.

Since some trainings require payment for the course, users now have the ability to preview the course before enrolling and paying for it. Managers can set a lesson as a preview, or create a separate course to serve as a preview course.

FAQs

How much of the course will users get to see in the preview?

This is up to the trainer or manager of the course. Trainers may create a short \"preview course\" or make the entire course available as a preview. Of course, this will not count as completing the course.

Are previews only available for paid trainings?

No, but the main purpose for previewing is to allow users to make sure they want to take the course before paying.

Follow this link for a step-by-step guide on how to use and create course previews.

New Feature for Training Center

SafetySpot has launched a new feature for the Training Center. Training managers may now charge and receive payment for trainings directly through the training center, instead of going through SafetySpot administrators. Training managers must set up a merchant account either as an individual or business, with a valid checking or venmo account. All you will need is your information, or legal business information, and banking information.

New Feature FAQs

Will the amount paid be sent directly to me?

Yes, instead of going through SafetySpot first, monies paid will be sent directly to the account information you add when setting up the merchant account.

Do I have to have a business account?

No, you can also set up to receive payment as an individual and personal banking information.

Are we able to issue a refund directly through the merchant account?

Yes, issuing a refund is simple and available directly through the merchant account.

Setting up a Merchant Account

Follow this link for a more in-depth tutorial on how to use the Safety Spot’s new merchant account feature.