📝 Summary

This article explains how to schedule a health and safety session using the Health & Safety Calendar in Workforce Management. Users with the appropriate permissions can create sessions such as pre-starts, toolbox talks, or training, and configure session details including recurrence, location, capacity, and skills.

Steps:

1. Access the Health & Safety Calendar

From the left-hand navigation menu, go to Health & Safety Calendar.
Click the Schedule Session button at the top of the screen to open the scheduling form.

2. Configure schedule and session details

In the Schedule & Session section, enter the following:

• Type: Select Pre-start, Toolbox Talk, or Training Session

• Worksite: Choose the relevant worksite(s). Attendees must be associated with the selected worksite
• Session Name: Provide a brief title
• Description: Add a detailed description of the session

Additional Settings:

• Manage via mobile app: Allow all worksite members to manage the session in the mobile app
• Book via public website: Enable public booking through the Damstra website
• Enable competency rating: Allow marking attendees as Competent or Not Yet Competent after the session

3. Set date, time, and location

In the Date, Time & Location section:

• Session Date: Choose the date
• Start and End Time

• Recurrence: Set frequency and end date for recurring sessions

  Note: Recurring sessions are saved individually. You must edit each session separately.

• Total Session Time: Specify actual training time (excluding breaks)
• Location: Enter the session location if needed

4. Assign trainer or presenter

In the Trainer/Presenter section:

• For internal trainers: Select Internal Employee and choose from the dropdown
• For external trainers: Select External Person and enter their name manually

5. Set session capacity

In the Capacity section:

• Enter the Maximum Number of Attendees
• Alternatively, select No Max Attendee Limit

You can adjust capacity later if needed

6. Add topics and skills

In the Topics & Skills section:

• Select one or more Skills to be added to attendees’ profiles upon completion

After saving, you can manage topics and skills in the Topics/Skills tab, including uploading related documents

7. Finalize and save the session

Click the Add Session button at the bottom of the screen to save and schedule the session.

💡 Tips

• Use recurrence for ongoing training programs
• Enable mobile app management for flexibility in tracking attendance
• Assign skills to ensure training outcomes are recorded on employee profiles

📚 Related Articles:

• Understanding the mobilisations calendar overview in EPP
• Scheduling a session in mobilisations calendar in EPP
• Understanding the mobilisations calendar in EPP
• Understanding the health & safety calendar in EPP