Schedule a Site Briefing
This article explains how to schedule a site briefing so it becomes active at a future date and time. Use it when you need to prepare a briefing in advance for tomorrow’s shift or a later shift, and want it to go live automatically at the right time.
What this means
- Scheduling a site briefing lets you create a briefing now, but set it to become active later.
- When the scheduled briefing goes live, it replaces the currently active site briefing (if there is one).
When you’ll use this
- You want tomorrow’s prestart briefing ready before the shift begins.
- You’re preparing briefings for upcoming high-risk work or planned changes on site.
- You want to avoid last-minute briefing admin during busy site start times.
Step-by-step
Common issues
I don’t see the Site Briefings option
What to check
- Site Briefings is enabled for the company
- Your role has site host/company host permission for that site
What to do
- Ask your site admin to enable the feature and/or confirm your access
The briefing button/template doesn’t show for the site
What to check
- Whether the template is site-specific and hasn’t been added to that site
What to do
- Add it via Sites > Site Settings > Site Briefings (or follow your admin workflow)
Workers can’t see the briefing when they check in
What to check
- Whether the briefing is actually Active (not still Scheduled or expired)
- Whether the “valid until” date/time has already passed
What to do
- Confirm the scheduled go-live time and validity period are correct
- If needed, publish a new version with an updated validity window
Why this matters
- Helps ensure every shift starts with consistent communication about hazards, changes, and expectations
- Reduces last-minute admin and improves compliance by making sure a briefing is ready before workers arrive
Need help?
If you can’t schedule a briefing or scheduled briefings aren’t going live as expected, contact your site admin to confirm the site briefing configuration for that site and your permission level.
If you require any assistance or have a question, please contact our Support Team on +44 7400 977 382 or email us at support@breadcrumb.co, and we'll be happy to help.