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Configure the Project

Adding and Removing Modules

Project Settings

A Project Manager has access to Project "Settings" via the "Settings" tab (click on the gear icon on the right hand side)

Configuration : Title, Logo and Module selection

Under "Configuration" set the Project Title (1), Logo (2), Project Description (3) and which modules should be included (4).

Base Modules

All Projects in Toolbox start with three base modules: Tasks, Documents and Issues.

Tasks - schedule and assign tasks. Used for improvement projects, action plans to achieve objectives, audit schedules, training plans,...

Documents managing system documents - storage, approvals, version control, access control

Issues Non-conformance & Corrective actions - Supplier problems, customer complaints, safety & environmental issues, & any other issues you deal with.

Optional Modules

The Project Manager can also configure which optional modules are added to the project.

Records - scheduled collection and storage of all kinds of records - meeting minutes, site inspections, reports, reviews, audits, daily work sheets, safety toolbox talks, etc.

Risk - identify, assess and manage risks

Assets - register of plant & equipment, calibration & maintenance scheduling and records

Training - Assign roles and competency requirements, manage training records, identify gaps.

Be careful deleting optional modules from your Project, as this is destructive and you will lose any data in the module.

Module Settings & Vocabularies

Each module has it's own tab in the settings area. This is where the Project Manager can set the terms available in the dropdown lists in each module. Some modules also allow you to set a default value for particular fields.

Vocabulary terms in the drop-down lists can be added, edited, deleted and reordered.

Note that if you change an existing vocabulary term, Toolbox does not update associated content. These items will still show the old term.

Click on the pencil icon to the right of a term to edit it.

Click on the trashcan icon to delete a term.

Click and hold the 'drag' icon (three stacked lines) to the left of a term to reorder the position in the list. Some lists allow a 2-level hierarchy (as in the Issue Types list shown above). Drag the term to the right to place it at the 2nd level (e.g. 'Hazard' is the second level under 'Safety Issue'). Watch the blue highlight rectangle shift position as you drag the term.

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