How do I brief participants on my checklist?

As a Checklist Author, you can add participants to a checklist. This can be used for several different types of checklists, such as Task briefing sheets and Point of Work Risk Assessments.

You can add a participant to a checklist on the web app by logging into the SiteAssist app and following the below steps:
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1a. Log into the web app and tap on 'Projects'

1b. Tap on your project

2a. Click on 'Checklists'

2b. Click on a checklist that has been completed, that allows briefings and is in your name

3a. Once you have opened the checklist, click 'Actions'

3b. Click 'Brief Participants'

4a. You will then see a QR code. Others can scan this QR code in order to input their details (name, company and signature) on their own devices. Once they have input their details, they will then be briefed on your checklist.

4b. Alternatively, you can click the 'Copy to Clipboard' button to copy a link in order to share it with others. Once they open this link (on a phone, tablet or a PC/ Laptop), they will be brought to a page which will allow them to input their details (name, company and signature) on their own devices. Once they have input their details, they will then be briefed on your checklist.

Note: You can brief people manually but this can only be done on the mobile/ tablet app. If you download the SiteAssist app and find your checklist on the mobile/ tablet app, you will be able to add people to your checklist manually and will be able to pass them your device in order to collect their signatures (shown in the below section)

You can add a participant to a checklist on the mobile/ tablet app by logging into the SiteAssist mobile/ tablet app and following the below steps:
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1a. Tap 'Checklists'

1b. Tap the checklist you wish to do a briefing on (it must be a checklist that allows briefings and that is in your name)

2a. Tap 'Actions' on the Checklist summary page

2b. Tap 'Brief Participants'

You will now see the brief participant's screen. You can brief people in 2 ways on this screen.

3. A participant can use their own phone or tablet to scan this QR code; OR

4. You can add participants manually

4a. Tap the role that you wish to add

Note: Different roles will have different disclaimers.

4b. Once you have selected your role, tap 'Next'

5a. Here you can switch between selecting a 'New User' and a User who was 'Previously Added'

5b. Here, you can see the list of users available for the tab you have selected (tabs being 'New User' or 'Previously Added'). You can tap someone's name to select them, which will allow you to later collect their signature (you can also type their name in the search bar to find them quickly)

6a. Tap 'Add External User' to add someone to your permit who does not have a SiteAssist account (this option is only available on the 'New User' tab)

6b. When you are adding an external user, you will need to input their first name, last name and company.

6c. [Optional] After you have input an external users' information, you can tap this button to 'Add Another User'; or

6d. You can tap 'Done' to confirm the people you have already added on this page. This will bring you back to the 'Select Participants' screen.

On this screen, you can see a tick next to the people who are going to be briefed

7. Tap 'Confirm'

Once you have added all the participants you wish to brief manually, you will then need to brief them.
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8. Tap 'Next' to begin collecting the added participants' signatures.

9a. The person whose name is shown will then need to be physically handed your phone or tablet. They will need to tap 'OK' when they wish to continue

9b. They will then need to read the disclaimer and then draw in their signature (they may need to scroll down if the disclaimer is long)

9c. Once they have provided their signature, they will then need to tap 'Submit' at the bottom of the page.

Each added participant will then need to perform steps 9a, 9b, and 9c until they have all been briefed.

If you are sent a checklist briefing link and you open it on your mobile phone or tablet, you will need to identify your role and then provide your details.

To do this, you will first need to open the link on your device, and then you will see the below screen:

1a. On this screen, you will first need to select your role and then input your:

1b. Then need to tap 'Next'

1c. You will then need to read the disclaimer and then input your signature

1d. Lastly, you will need to tap 'Submit'

If you scan a checklist's briefing QR code on your mobile phone or tablet, you will need to identify your role and then provide your signature.

To do this, you will first need to log into your account on the SiteAssist app. You will then need to:

1a. Tap the '+' icon

1b. Tap 'Scan QR Code'

2. Your device's camera will then launch and you will need to scan the QR code (make sure the entire QR code can be seen in your camera for a few seconds)

You will then be brought to the checklist briefing screen within the SiteAssist app

3a. On this screen, you will first need to tap in the role box to select the role you will take on the checklist (the available roles differ depending on the type of checklist)

3b. You will need to read the disclaimer and then input your signature

3c. Lastly, you will need to tap 'Submit'

If you are sent a checklist briefing link and you open it on via a web browser on your PC/ Laptop, you will need to identify your role and then provide your details.

To do this, you will first need to open the link on your PC/ laptop, and then you will see the below screen:

1a. On this screen, you will first need to select your role and then input your:

1b. Then need to tap 'Next'

1c. You will then need to read the disclaimer and then input your signature

1d. Lastly, you will need to tap 'Submit'

You will now see that you have been briefed.

If you have any further questions or wish to leave any feedback, please contact us directly by emailing help@siteassist.co or by speaking to us via live chat on the mobile application or the web platform. 😁