Management Console

The Management console gives you one location to manage attachments and toolbox talks for general, safety, environmental, and quality topics. The console lets you add these items and apply them to multiple daily plans at the same time.

To open the Management console, select at least one daily plan from the Daily planning home page, and then click Edit multiple.

The Management console has three panels:

  1. The left panel is a menu of options you can manage. The options include:

    • Toolbox talks - Safety

    • Toolbox talks - Quality

    • Toolbox talks - Environmental

    • Toolbox talks - General discussion

    • Attach and link files

  2. The center panel lets you add toolbox talks or attachments to daily plans in the right panel.

  3. The right panel lists the available daily plans to add toolbox talks or attachments to out of the plans that you select from the Daily planning home page.

    Only plans that can be edited are shown in the right panel.

Add a Toolbox Talk in the Management Console

The following Step by Step shows you how to add a toolbox talk for safety to multiple daily plans at the same time.

Step by Step — Add a Safety Toolbox Talk in the Management Console

  1. From the Daily planning home page, select at least one daily plan, and then click Edit multiple.

  2. In the left panel of the Management console, click Toolbox talks - Safety.

  3. In the center panel, fill out the Safety Concern and Mitigation fields, and then click Add to all daily plans.

You can also add multiple toolbox talks at the same time. Click the Add icon under the toolbox talk to add another.

You can also select specific plans in the right panel, and then click Add to selected daily plans.

Attach a File in the Management Console

The following Step by Step shows you how to attach files from your machine using the Management console to all selected daily plans.

Step by Step — Attach a File in the Management Console

  1. From the Daily planning home page, select at least one daily plan, and then click Edit multiple.

  2. Click Attach and link files in the left panel of the Management console.

  3. In the center panel, click SELECT FILES, and then select a file from your device.

    You can also drag and drop files into the Management console.

  4. Click Add to all daily plans.

You can also select specific plans in the right panel, and then click Add to selected daily plans.

To remove an attachment from a daily plan, click the Delete icon next to the attachment in the right panel.

The following Step by Step shows you how to attach files from InEight Document using the Management console to all selected daily plans.

Step by Step — Attach a Document File in the Management Console

  1. From the Daily planning home page, select at least one daily plan, and then click Edit multiple.

  2. Click Attach and link files in the left panel of the Management console.

  3. In the center panel, click Link from InEight Document. You can set filter criteria to narrow the list of records from Document.

  4. After you set filter criteria, click Apply. Related Document records are shown in the table.

  5. Select one or more records, and then click Attach to all daily plans.

You can also select specific plans in the right panel, and then click Attach to selected daily plans.

To remove an attachment from a daily plan, click the Delete icon next to the attachment in the right panel.