How to Create Safety Meeting Templates and Snippets in the Web Portal

Need to create Safety Meeting Templates quickly and consistently? Templates and snippets help you streamline the process and reduce repetition.

 

Click on the below links for instructions on how to use Safety Meeting templates and snippets when conducting a Safety Meeting in the Mobile App

How to create a new a new Safety Meeting using Templates via the Mobile App

How to add snippets to a Safety Meeting

What is a Safety Meeting Template?

A Safety Meeting Template is a pre-written, reusable format you can use to quickly create new Safety Meetings in SetConnect.

Templates are ideal for:

• Frequently discussed topics
• Recurring safety meetings
• Standardising how safety meetings are structured across your locations or teams

Once created, a template can be edited, cloned, exported, or deleted at any time.

What is a Snippet?

A Snippet is a short, reusable block of content that you can add to any Safety Meeting Template.

Snippets are perfect for:

• Common safety reminders
• Repeating policies or procedures across safety meetings
• Quickly building new safety meetings using existing content

Think of snippets like building blocks—select the ones you need and arrange them however you like when creating a new Safety Meeting.

Why Use Templates and Snippets?

Using templates and snippets helps you:

• Save time by avoiding repetitive writing
• Maintain consistency across all Safety Meetings
• Improve accuracy by reusing approved content
• Quickly build safety meetings without starting from scratch

Steps to Create a Safety Meeting Template

1. Log in to the SetConnect Web Portal.
2. Click on Templates in the left-hand menu.
3. Select Safety Meetings Templates.
4. Click the Gold New button.
5. Select Create New Template.
6. Draft your new Safety Meeting content.
7. Click Save.
   

Steps to Create a Safety Meeting Snippet

1. Log in to the SetConnect Web Portal.
2. Click on Templates in the left-hand menu.
3. Select Safety Meeting Templates.
4. Click the Gold New button.
5. Select Create New Snippet.
6. Draft your new snippet content.
7. Click Save.
   

Steps to Build a Safety Meeting from Snippets

1. Log in to the SetConnect Web Portal.
2. Click on Templates in the left-hand menu.
3. Select Safety Meeting Templates.
4. Click the Gold New button.
5. Select Build from Snippets.
6. Tick the checkboxes next to the snippets you want to use.
7. Click Select & Close to add them to your Safety Meeting.
8. To rearrange snippets, cut and paste them to where you want them to be positioned.
9. Click Save.
   

If you need any further help or have any questions please contact the support team by email: support@setconnect.io