To send a Toolbox Talk document for Quick Sign, first locate the Toolbox Talk you would like to have signed. The toolbox talk module can be found within Training > Toolbox Talk
Once found, to send the document for Quick Sign, select the "action" button at the top right of the card. From the menun which appears, select "Quick Sign".
A pop-up window will then appear. To help with tracking which job/task these signatures belong to, the user will enter a name and a reference. To set this Quick Sign up so that it repeatedly sends at set intervals, set the "recurring?" slider to "Yes"
NOTE: If this is not the first time sending the toolbox talk for Quick Sign, a different pop-up will appear. Select "New" to create a new Quick Sign or select "Review" to look at previously sent Quick Signs.
The pop-up will then expand with additional fields. To setup the Quick Sign to send multiple times, complete the frequency, time, and date fields. Once the fields are all completed, to continue, select the "Save" button.
NOTE: The frequency option can be changed to "months" instead of "weeks" by selecting the slider.
The Quick Sign review page will then load. As this is a new recurring Quick Sign, there is no one assigned yet. To assign someone, select the "Options" button at the top right. A menu will then load. Now select the "Assign" option.
A new pop-up will appear. By default, this will allow the user to select one of the other RAMs App users to sign the Toolbox Talk. A user can be selected from the "Select a user" drop down. To invite non-RAMs App users, select the "Contacts" tab.
NOTE: Sending a toolbox talk via Quick Sign will automatically add this to the training matrix for the contract, once they have signed.
This area will allow the user to invite any contacts already created, or create a new contact to invite. To invite a contact, select the action symbols on the right side. This invite can be sent via email or SMS.
NOTE: Selecting the tick box to the left of multiple contacts will allow the user to select "Send all via". This will allow the user to invite mutliple contacts at the same time, rather than inviting them one-by-one.
Once all of the contacts have been invited, they can be reviewed from the recurring Quick Sign review page. The user can see this by selecting the "x" at to top right of the invite pop-up.
This area allows the user to update the assigned contacts details or remove them from the recurring quick sign. The User will receive a notification once the assigned contacts have signed the toolbox talk.
