📝 Summary:

Learn how to filter and customize the session list on the Health & Safety Calendar screen to view only the sessions relevant to you.

✅ Steps:

Step 1: Access the Health & Safety Calendar
Once you land on the Health & Safety Calendar screen, the system displays all scheduled pre-start, toolbox talk, and training sessions for the current month.

Step 2: Apply filtering criteria
To narrow down the list:

• Click on the filter icon 🧮 and define one or more criteria (e.g., session type, location, worksite).
• Adjust the time period by clicking on the Start Date or End Date fields above the list and selecting your preferred date range.

Step 3: Review session details
Each session in the list view includes:

• 📅 Date
• 🟢🟡🔴 Availability marker (color-coded)
• ⏰ Start and end time
• 🧾 Session type
• 🏗️ Worksite and session name
• 📎 Attachments (if available)
• 📍 Location
• 👥 Booked vs. maximum attendees
• 🔄 Session status

🛠️ Operations you can perform in the list view:

• ➕ Click Schedule Session to add a new session (if you have permission).
• 📝 Click Details to update session information.
• ☑️ Use the Select All checkbox to:
  • ❌ Cancel sessions in bulk
  • ✅ Complete sessions in bulk

💡 Tips:

• Use a supported browser (e.g., Chrome, Edge) for best performance.
• Ensure your account is active before making any changes.

📚 Related Articles:

• Filtering scheduled sessions
• Scheduling a health and safety session
• Updating session details