PleoStack

Toolbox Talks — Overview

Pre-work safety briefings recorded with attendance and routed through a cascade sign-off — deliverer to PMC to safety head.

Toolbox talks are the short, pre-work safety briefings delivered on site. In PleoStack, a talk records the topic, who attended, and any evidence, then routes through a cascade sign-off — an ordered chain of steps that each have to be signed before the talk closes.

Safety is in beta

Toolbox talks are part of the Safety module, which is in beta — in production and usable, but not yet part of a versioned release of its own.

The toolbox talks register — topics, attendance, and cascade status at a glance

Logging a Talk

From Safety → Toolbox Talks, click Log talk (or the + button on a phone). The capture panel steps through:

  1. Topic & location — pick a topic (Fall Protection, Hot Work & Fire Safety, Excavation & Trench Safety, and more) and note where it was delivered
  2. Attendance — a headcount or named attendees
  3. Notes & photos — anything worth recording, plus a photo of the sign-in sheet
Logging a talk — topic, location, attendance, and evidence

The Cascade Sign-off

Once delivered, a talk enters a cascade — an ordered chain of steps, each named after a role. By default the chain is deliverer → PMC → safety head, and the roles are configurable in Safety Policies. Steps are signed in order, and the talk stays open until the last one is done.

Each step in the cascade either:

  • Acknowledges — confirms they've seen it, or
  • Approves — formally signs it off (for the final step, depending on policy), or
  • Returns — sends it back for changes
A talk mid-cascade — each role acknowledges, approves, or returns it

Status Lifecycle

StatusMeaning
DraftStarted but not yet delivered
Delivered / Awaiting sign-offDelivered and moving through the cascade
ClosedEvery step signed off — the talk is complete
ReturnedSent back for changes; edit and resubmit

Returns keep everyone honest

If a reviewer isn't satisfied, they can return the talk. It goes back so the deliverer can fix it and resubmit — nothing is lost, and the history is preserved.

Tips

  • Photograph the sign-in sheet — attach it as evidence so attendance is auditable
  • Use the right topic — consistent topics make safety reporting cleaner
  • Watch the Hub — talks awaiting sign-off appear in the needs-attention feed

Next Steps