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 so the right people confirm it happened.

Toolbox talks register with topics, attendance counts, dates, and status badges
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
Log toolbox talk panel with topic, location, attendance, and notes fields
Logging a talk — topic, location, attendance, and evidence

The Cascade Sign-off

Once delivered, a talk enters a cascade — an ordered chain of roles that each confirm it. By default the chain is deliverer → PMC → safety head, but the roles are configurable in Safety Policies.

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
Toolbox talk detail showing the cascade sign-off flow with step statuses
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