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How to Create a New Safety Meeting?

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Steps to Create a New Safety Meeting

  1. Go to Main Menu
  1. Click Safety Meetings


  1. Select the blue Start a New Safety Meeting button


  1. Fill in the following details:
    • Location: Choose a jobsite or general location (e.g., Office, Warehouse)
    • Date & Time (Required)
    • Meeting Leader: Select from dropdown (e.g., site supervisor)
    • Attendees: Choose names from your system contact list
    • Topic Name: Auto-filled based on the selected topic


  1. Click Submit to save the meeting

Editing or Deleting a Safety Meeting

  • Click on an existing safety meeting to edit it


  • To delete a record, click the 3 dot icon in the top-right corner and select Delete.


Only users with Admin rights or given access can delete records


Quick Tip: Why This Matters

Holding and documenting Safety Meetings not only keeps your crew safe—it also protects your company from liability, boosts compliance with OSHA, and may even lower insurance premiums. Contractor Foreman’s tools streamline this process by giving you ready-made content and clear documentation.

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