1. Decide which records matter
Determine who leads TBM, who reviews workday records and how mistakes will be challenged.
- Separate worker, foreman and company responsibilities.
- List the actual records required by your site.
- Do not assume automatic payroll settlement.
2. Set up company and site administration
DailySafe's public website and its separate manager panel are different systems. Available permissions depend on your installed release.
- Appoint an administrator.
- Identify sites and accountable people.
- Verify viewing, download and correction rights.
3. Organize the daily TBM
Brief workers on today's hazards, changes and controls. A participation mark does not replace inspection or mandatory safety training.
- Identify tasks and changed conditions.
- Check necessary safeguards.
- Allow workers to ask questions.
4. Review workday entries
Work records describe work performed but do not automatically approve or transfer wages.
- Assign the person responsible for entries.
- Explain disputes and correction requests.
- Check history availability in your version.
5. Verify the actual service scope
App installation does not complete company onboarding. Exterior painting has field-pilot experience; other trades require separate availability checks.
- Check device and version.
- Verify the site is configured.
- Confirm the supported pilot workflows.