Build and keep the site orientation (with the agent, in English and Spanish)

Every person who works on the site takes the project's orientation once: subcontractors and visitors at the gate (QR code), your own people in the app. You write it once per project, with the agent's help, in English and Spanish. Administrators, Safety Personnel and Project Administrators can do this, under Create Site Orientation.

1. Fill in the site details first

The agent writes the orientation from these, so the better they are, the better the orientation. 1. Muster point and Site hours. Each has an In Spanish / En español box under it. Leave it blank and Spanish speakers get an automatic translation, or click Translate to Spanish ↓ to fill it in and check it. Writing in Spanish? Use ↑ Traducir al inglés. 2. Emergency contacts. Click 📍 Find the nearest ER and urgent care. From the project's location in Procore it lists the nearest hospital emergency rooms and urgent care clinics and suggests the contacts: 911 first for anything life-threatening or a serious injury, then the hospital ER (open 24/7), then urgent care for minor injuries only (urgent care does not take life-threatening emergencies). Use this puts it in the box. Call to confirm before you rely on it: the list comes from OpenStreetMap, distances are straight-line, and urgent care listings are often missing; add the clinic your company uses. 3. About this site, Visitor rules and Delivery rules. Write them in your own words, then click ✦ Improve with the agent: it rewrites them clearly for field workers, keeps every fact you wrote, adds nothing, and lists what you may want to add. Use this or Keep mine. 4. Check the Point of contact on the poster and click Save.

2. Draft the orientation

Click ✦ Draft the orientation (or Copy from another project, or Start from blank). The agent writes 5 to 8 short sections and a quiz in English and Spanish from your company manual and rules, the regulations and the site details. When a detail is missing it writes a placeholder such as [URGENT CARE] instead of guessing.

3. Work on it with the agent

Beside the editor (on a wide screen) is Work on it with the agent. Say what you want in your own words, for example: "Let's talk about section 2. For life-threatening incidents or a serious injury the worker must call 911 first. Urgent care is for minor injuries only." The agent explains it in plain words, grounded in the OSHA text (for medical services, 29 CFR 1926.50) and your manual, and proposes the complete section and quiz questions in English and Spanish. Click Apply to the draft or Add to the quiz. Nothing is saved until you click Save draft.

Edit any field yourself too. Under each English / Spanish pair, Translate to Spanish → and ← Traducir al inglés fill one side from the other (it asks before replacing text that's already there).

4. Fill the placeholders and approve

1. If the yellow box says Still to fill in, click Fill in from the site details: the agent fills the placeholders from the point of contact, muster point, hours, emergency contacts and the site address, in both languages. Type in anything it can't answer.
2. Click Save and approve. If something is still missing, the message under the buttons says what and how to fix it.
3. The editor closes and the orientation is logged: Version 1, who approved it and when. Workers new to the site take it from their next check-in.

The orientation log

• Once approved, The site is part of the orientation: the log shows the site details, and the site form is closed.
• Edit the site and orientation: opens both, each with its own Save. The agent rereads the orientation against the current site details and says what no longer matches, carrying on from the conversation behind the last version.
  • Save the site details (a new Superintendent, muster point, hours, emergency contacts, rules): logs a new version at once (Site details updated: …). Everyone sees the new details right away and nobody retakes the orientation; people new to the site take the updated one. Where the orientation quotes the old detail word for word (a name, a phone number, the muster point), it's updated too; anything it paraphrases, the agent points out for you to edit.
  • Save and approve the orientation logs the next version the same way.
• Download PDF: English, Spanish and the quiz with the correct answers marked (for your file).
• Everyone retakes it: only for a big change. Normally a new version is not retaken by people who took an earlier one; only people new to the site take the current version.
• Delete: takes it out of use at once (from the next scan workers check in without one, until you approve a new one). The earlier versions stay on record.
• Every approved version, on record: each version with its date, who approved it, what changed (Orientation approved or Site details updated: …), how many messages with the agent went into it, and its PDF with the site details as they were then.
• Under People without a phone and the badge switch: see People without a phone and Orientation badges.

Good to know

• Save draft only saves your work; workers don't see it until Save and approve. The notice at the top of the page says which: saved as a draft or no orientation yet.
• A refresh keeps what you saved. Edits since the last Save draft are lost, so save before you leave the page.
• The agent never invents a phone number, address, hospital or muster point.