{"id":1652,"date":"2023-03-09T01:19:08","date_gmt":"2023-03-09T01:19:08","guid":{"rendered":"https:\/\/knowledge-base.up-family.com.au\/?post_type=ht_kb&#038;p=1652"},"modified":"2023-03-09T01:36:05","modified_gmt":"2023-03-09T01:36:05","slug":"how-to-create-a-toolbox-talk","status":"publish","type":"ht_kb","link":"https:\/\/knowledge-base.up-family.com.au\/?ht_kb=how-to-create-a-toolbox-talk","title":{"rendered":"How to create a Toolbox Talk"},"content":{"rendered":"\n<p class=\"has-text-align-justify\">&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Login to <a href=\"https:\/\/up-family.com.au\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>https:\/\/up-family.com.au\/<\/strong><\/a><img fetchpriority=\"high\" decoding=\"async\" width=\"300\" height=\"392\" class=\"wp-image-992\" style=\"width: 300px;\" src=\"https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2020\/05\/Screen-Shot-2020-05-25-at-10.18.31-am.jpg\" alt=\"\" srcset=\"https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2020\/05\/Screen-Shot-2020-05-25-at-10.18.31-am.jpg 1534w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2020\/05\/Screen-Shot-2020-05-25-at-10.18.31-am-230x300.jpg 230w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2020\/05\/Screen-Shot-2020-05-25-at-10.18.31-am-784x1024.jpg 784w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2020\/05\/Screen-Shot-2020-05-25-at-10.18.31-am-768x1003.jpg 768w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2020\/05\/Screen-Shot-2020-05-25-at-10.18.31-am-38x50.jpg 38w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2020\/05\/Screen-Shot-2020-05-25-at-10.18.31-am-1176x1536.jpg 1176w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2020\/05\/Screen-Shot-2020-05-25-at-10.18.31-am-46x60.jpg 46w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2020\/05\/Screen-Shot-2020-05-25-at-10.18.31-am-77x100.jpg 77w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/li><li><span style=\"color: initial; font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, Oxygen-Sans, Ubuntu, Cantarell, &quot;Helvetica Neue&quot;, sans-serif;\">Switch to Trade-up for Your Company (eg: Example Company).<\/span><img decoding=\"async\" width=\"600\" height=\"115\" class=\"wp-image-1598 lazyload\" style=\"--smush-placeholder-width: 600px; --smush-placeholder-aspect-ratio: 600\/115;width: 600px;\" data-src=\"https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2019\/03\/switch.jpg\" alt=\"\" data-srcset=\"https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2019\/03\/switch.jpg 1616w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2019\/03\/switch-300x58.jpg 300w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2019\/03\/switch-1024x196.jpg 1024w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2019\/03\/switch-768x147.jpg 768w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2019\/03\/switch-50x10.jpg 50w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2019\/03\/switch-1536x295.jpg 1536w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2019\/03\/switch-60x12.jpg 60w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2019\/03\/switch-100x19.jpg 100w\" data-sizes=\"(max-width: 600px) 100vw, 600px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/li><li><span style=\"color: initial; font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, Oxygen-Sans, Ubuntu, Cantarell, &quot;Helvetica Neue&quot;, sans-serif;\">Click on <\/span><strong style=\"color: initial; font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, Oxygen-Sans, Ubuntu, Cantarell, &quot;Helvetica Neue&quot;, sans-serif;\">Forms<\/strong><span style=\"color: initial; font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, Oxygen-Sans, Ubuntu, Cantarell, &quot;Helvetica Neue&quot;, sans-serif;\"> tab available in the left hand side bar and click on <\/span><strong>Create Form<\/strong> button present of the right hand side.<img decoding=\"async\" width=\"600\" height=\"192\" class=\"wp-image-1657 lazyload\" style=\"--smush-placeholder-width: 600px; --smush-placeholder-aspect-ratio: 600\/192;width: 600px;\" data-src=\"https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/1.-Forms-Toolbox-talk.png\" alt=\"\" data-srcset=\"https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/1.-Forms-Toolbox-talk.png 3424w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/1.-Forms-Toolbox-talk-300x96.png 300w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/1.-Forms-Toolbox-talk-1024x327.png 1024w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/1.-Forms-Toolbox-talk-768x245.png 768w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/1.-Forms-Toolbox-talk-50x16.png 50w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/1.-Forms-Toolbox-talk-1536x491.png 1536w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/1.-Forms-Toolbox-talk-2048x654.png 2048w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/1.-Forms-Toolbox-talk-60x19.png 60w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/1.-Forms-Toolbox-talk-100x32.png 100w\" data-sizes=\"(max-width: 600px) 100vw, 600px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/li><li>Choose the form type and click on <strong>Toolbox Talk<\/strong>.<img decoding=\"async\" width=\"600\" height=\"192\" class=\"wp-image-1659 lazyload\" style=\"--smush-placeholder-width: 600px; --smush-placeholder-aspect-ratio: 600\/192;width: 600px;\" data-src=\"https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/2.-Create-Toolbox-talk.png\" alt=\"\" data-srcset=\"https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/2.-Create-Toolbox-talk.png 3424w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/2.-Create-Toolbox-talk-300x96.png 300w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/2.-Create-Toolbox-talk-1024x327.png 1024w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/2.-Create-Toolbox-talk-768x245.png 768w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/2.-Create-Toolbox-talk-50x16.png 50w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/2.-Create-Toolbox-talk-1536x491.png 1536w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/2.-Create-Toolbox-talk-2048x654.png 2048w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/2.-Create-Toolbox-talk-60x19.png 60w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/2.-Create-Toolbox-talk-100x32.png 100w\" data-sizes=\"(max-width: 600px) 100vw, 600px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/li><li>From the dropdown select the Job name and fill the desired information in each required sections.<img decoding=\"async\" width=\"600\" height=\"322\" class=\"wp-image-1660 lazyload\" style=\"--smush-placeholder-width: 600px; --smush-placeholder-aspect-ratio: 600\/322;width: 600px;\" data-src=\"https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/3.-Draft-Toolbox.png\" alt=\"\" data-srcset=\"https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/3.-Draft-Toolbox.png 3424w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/3.-Draft-Toolbox-300x161.png 300w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/3.-Draft-Toolbox-1024x550.png 1024w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/3.-Draft-Toolbox-768x412.png 768w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/3.-Draft-Toolbox-50x27.png 50w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/3.-Draft-Toolbox-1536x825.png 1536w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/3.-Draft-Toolbox-2048x1099.png 2048w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/3.-Draft-Toolbox-60x32.png 60w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/3.-Draft-Toolbox-100x54.png 100w\" data-sizes=\"(max-width: 600px) 100vw, 600px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/li><li>You can even add your own subjects by clicking <strong>Add Subject<\/strong> button. Once completed, click on <strong>Add Signature<\/strong> button.<img decoding=\"async\" width=\"600\" height=\"322\" class=\"wp-image-1661 lazyload\" style=\"--smush-placeholder-width: 600px; --smush-placeholder-aspect-ratio: 600\/322;width: 600px;\" data-src=\"https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/4.-Add-Signatures-Toolbox.png\" alt=\"\" data-srcset=\"https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/4.-Add-Signatures-Toolbox.png 3424w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/4.-Add-Signatures-Toolbox-300x161.png 300w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/4.-Add-Signatures-Toolbox-1024x550.png 1024w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/4.-Add-Signatures-Toolbox-768x412.png 768w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/4.-Add-Signatures-Toolbox-50x27.png 50w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/4.-Add-Signatures-Toolbox-1536x825.png 1536w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/4.-Add-Signatures-Toolbox-2048x1099.png 2048w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/4.-Add-Signatures-Toolbox-60x32.png 60w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/4.-Add-Signatures-Toolbox-100x54.png 100w\" data-sizes=\"(max-width: 600px) 100vw, 600px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/li><li>In the signature area, sign digitally, put your name and click on <strong>Save<\/strong> button.<img decoding=\"async\" width=\"600\" height=\"322\" class=\"wp-image-1663 lazyload\" style=\"--smush-placeholder-width: 600px; --smush-placeholder-aspect-ratio: 600\/322;width: 600px;\" data-src=\"https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/5.-Sign-toolbox.png\" alt=\"\" data-srcset=\"https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/5.-Sign-toolbox.png 3424w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/5.-Sign-toolbox-300x161.png 300w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/5.-Sign-toolbox-1024x550.png 1024w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/5.-Sign-toolbox-768x412.png 768w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/5.-Sign-toolbox-50x27.png 50w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/5.-Sign-toolbox-1536x825.png 1536w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/5.-Sign-toolbox-2048x1099.png 2048w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/5.-Sign-toolbox-60x32.png 60w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/5.-Sign-toolbox-100x54.png 100w\" data-sizes=\"(max-width: 600px) 100vw, 600px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/li><li>If required, add another signature by clicking <strong>Add Signature<\/strong> button, sign digitally and click on <strong>Save<\/strong> button.<img decoding=\"async\" width=\"600\" height=\"322\" class=\"wp-image-1662 lazyload\" style=\"--smush-placeholder-width: 600px; --smush-placeholder-aspect-ratio: 600\/322;width: 600px;\" data-src=\"https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/6.-Signatures.png\" alt=\"\" data-srcset=\"https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/6.-Signatures.png 3424w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/6.-Signatures-300x161.png 300w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/6.-Signatures-1024x550.png 1024w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/6.-Signatures-768x412.png 768w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/6.-Signatures-50x27.png 50w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/6.-Signatures-1536x825.png 1536w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/6.-Signatures-2048x1099.png 2048w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/6.-Signatures-60x32.png 60w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/6.-Signatures-100x54.png 100w\" data-sizes=\"(max-width: 600px) 100vw, 600px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/li><li>Click <strong>Save<\/strong> button to create a <strong>Toolbox Talk<\/strong> form.<img decoding=\"async\" width=\"600\" height=\"512\" class=\"wp-image-1664 lazyload\" style=\"--smush-placeholder-width: 600px; --smush-placeholder-aspect-ratio: 600\/512;width: 600px;\" data-src=\"https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/7.-Signed-Toolbox.png\" alt=\"\" data-srcset=\"https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/7.-Signed-Toolbox.png 2090w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/7.-Signed-Toolbox-300x256.png 300w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/7.-Signed-Toolbox-1024x874.png 1024w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/7.-Signed-Toolbox-768x656.png 768w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/7.-Signed-Toolbox-50x43.png 50w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/7.-Signed-Toolbox-1536x1311.png 1536w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/7.-Signed-Toolbox-2048x1748.png 2048w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/7.-Signed-Toolbox-60x51.png 60w, https:\/\/knowledge-base.up-family.com.au\/wp-content\/uploads\/2023\/03\/7.-Signed-Toolbox-100x85.png 100w\" data-sizes=\"(max-width: 600px) 100vw, 600px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/li><li>To edit or update the toolbox talk form, click <strong>New Revision<\/strong> button or simply download as PDF file.<\/li><\/ol>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Check Out our video on Toolbox Talk<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Toolbox talks with Trade-Up\" width=\"643\" height=\"362\" data-src=\"https:\/\/www.youtube.com\/embed\/kaYNOKyRJPc?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; Login to https:\/\/up-family.com.au\/ Switch to Trade-up for Your Company (eg: Example Company). Click on Forms tab available in the left hand side bar and click on Create Form button present of the right hand side. Choose the form type and click on Toolbox Talk. From the dropdown select the&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[259],"ht-kb-tag":[],"class_list":["post-1652","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-project-forms-trade-up"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to create a Toolbox Talk - The Up-Family Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/knowledge-base.up-family.com.au\/?ht_kb=how-to-create-a-toolbox-talk\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to create a Toolbox Talk - The Up-Family Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"&nbsp; Login to https:\/\/up-family.com.au\/ Switch to Trade-up for Your Company (eg: Example Company). Click on Forms tab available in the left hand side bar and click on Create Form button present of the right hand side. Choose the form type and click on Toolbox Talk. 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