How to Use the Briefing Out Feature in Intuety

In this video, we walk you through how to use the new Briefing Out function in the Intuety platform.

1. Accessing Briefing Out: To get started, open an approved Risk Assessment and Method Statement (RAMS) within your project. Scroll to the bottom of the document. If you have the correct permissions, you’ll see the “Send Briefing” button.

2. Sending the Briefing: Click the Send Briefing button. In the field that appears, enter the email addresses of the people you want to brief. To add multiple recipients, separate each email with a comma.

3. How It Works: After you send the briefing, each recipient will receive an email notifying them that they’ve been selected to read and acknowledge the RAMS. The email contains a secure, one-time access link to view the document in Intuety.

4. Acknowledgment Process: Once they open the link, the recipients will review the RAMS and digitally sign to confirm they’ve read, understood, and acknowledged it. They do not need an Intuety account to complete this process.

5. Ideal Use Case: This is especially useful for briefing out RAMS to on-site operatives or external contractors who don’t typically use the Intuety platform, ensuring they still receive and acknowledge important safety documentation.

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