runbookify
← All plans
Field Service & Dispatch / Safety, Compliance & Certifications

Toolbox-Talk & Training Attendance Log

Build your own internal tool to schedule safety toolbox talks, capture attendance with sign-off, flag techs who missed required training, and export clean audit-ready records - with a safety-manager approval gate.

BeginnerAn afternoonBuilds onNext.js (App Router) on VercelSupabase (Postgres, Auth, Storage, RLS)Resend (email)
What you'll build

A logged-in tool where you schedule a toolbox talk, capture attendance and sign-off, have a safety manager approve the record, automatically flag who missed required training, and export everything as audit-ready CSV.

Gated download

Enter your email — the plan downloads instantly and a copy lands in your inbox.

By submitting your email you'll also receive the weekly runbookify newsletter. You can unsubscribe at any time.

Before you start

  • A list of your safety topics / trainings (a sheet or CSV is fine)
  • Your tech / crew roster (names, emails, crews)
  • Your required-vs-optional training rules

The problem this kills

You run toolbox talks every week. Maybe you scribble names on a clipboard, snap a photo of the sign-in sheet, or chase a half-filled spreadsheet around three crews. Then an insurer or an auditor asks: "Prove every active tech was trained on lockout/tagout this year." And you're digging through a shoebox of paper and a folder of blurry photos, hoping nobody quit.

The risk is real money. Missing training records can void coverage, fail an audit, and leave you exposed if someone gets hurt. The truth is usually "we did train them" - you just can't prove it fast and clean.

This kills that. One place to schedule the talk, capture who actually showed up and signed off, get a manager's blessing on the record, and instantly see which techs are overdue on required topics. When the auditor calls, you export a CSV in ten seconds.

What you'll build

A small, private web app just for your safety team:

  • Schedule a talk - pick a topic, date, crew, and presenter.
  • Capture attendance - check off who attended and record each person's sign-off (typed name + timestamp, optional photo of the paper sheet).
  • Manager approval gate - a safety manager reviews the attendance record and approves it before it's filed as official. Nothing counts until a human signs off.
  • Overdue flagging - the tool knows which topics are required and how often, and automatically flags any tech who's missing or overdue on a required training.
  • Follow-up list - everyone who missed a required session lands on a clear "needs follow-up" list.
  • Audit-ready export - one click gives you a clean CSV of attendance and a CSV of training gaps, in the exact columns your records need.

What's inside the Implementation Plan

The plan is a complete, copy-paste runbook you hand to an AI coding agent (Claude Code). You don't write code - you paste prompts and answer questions.

It opens by interviewing you about your business. Before it builds anything, the plan makes the agent ask about your real process: how you run talks today, what your topics are called, your crew structure, how you name techs, which trainings are required and how often, your typical and peak attendance, and your messy edge cases (subs, no-shows, make-up sessions). It reads back a short tailored spec, you give a thumbs-up, and then it builds a tool shaped to how you actually work - not a generic template.

Inside you get: the discovery interview, a tailored data model, login and security setup, the scheduling screen, the attendance + sign-off capture, the approval gate, the overdue-flagging logic, the CSV export, and a "how to know it works" checklist. Plus a no-API fallback so you can build it today using only spreadsheets.

The governance it includes (this is the point)

This isn't a toy - it's built to stand up to an audit:

  • Login so only your team can open it.
  • Row-level security so each company only ever sees its own data.
  • A full audit trail - who scheduled, who attended, who approved, and exactly when.
  • A human approval gate - the tool drafts the attendance record; a safety manager reviews and approves before it becomes official.
  • Duplicate guards - the same tech can't be logged twice for the same topic on the same day.

Who it's for

Safety managers, crew leads, and HR at field-service, trades, and construction companies who need defensible proof of safety training - and are tired of clipboards and lost spreadsheets.

You've got this - paste the first prompt and let the agent interview you.

Gated download

Enter your email — the plan downloads instantly and a copy lands in your inbox.

By submitting your email you'll also receive the weekly runbookify newsletter. You can unsubscribe at any time.