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Safety

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Adding Outlook calendar invites to the Meeting Invitation

When a CM Meeting is sent there is no Outlook invite sent along with it to add to the desktop outlook calendar. I receive similar links from ProCore when getting invites from other contractors.
Guest 4 months ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

Form builder

Clients are looking for the ability to build checklists with more options and/or safety forms that can be accessed for employees to complete. Checklists with more options than checked. Inspection reports for equipment often need to be completed da...
Sue Parker 9 days ago in Safety 1 Future consideration

Meetings - Items library that can be imported into New Business section.

These items would be set up in Settings | Feature Settings | Documentation.
Norman Wendl 4 months ago in Feature Settings / Linked Files (Projects) / Meetings / Safety Meetings 5 Future consideration

Safety Dashboard

Prospects are looking for company wide dashboard on safety and additional reporting regarding the OSHA 300 logs. There should be at a minimum a multi-project report for safety incidents when needing to compile OSHA 300. Also should have multi-proj...
Sue Parker about 1 month ago in Log Style Reports / Safety Incidents 1 Future consideration

Email Meeting Invite flags Attendees as invited

Currently, when you send the email meeting invite, you have to go to the attendee's list, manually flag who has been invited, and enter the invite date. Can this be automated so that when sending an invite email, it flags the attendees as invited?
Tim Smith 8 months ago in Meetings / Notifications / Safety Meetings 0 Future consideration

Safety Meetings - Add Safety Meeting Topic Templates - Description and Default Discussion items

Template Location: Settings > Feature Settings > QC & Safety Wizard to copy Topic Template to Project
Norman Wendl 4 months ago in Feature Settings / Safety Meetings 0 Future consideration

Meeting Minutes Report Template grouped by Category

Rather than having meeting items just list by order of entry it would group similar items together to make minutes more readable
Tim Smith 9 months ago in Detail Report Templates / Meetings / Safety Meetings 0 Future consideration