Managing Facilities

Managing Facilities

Facilities represent the locations where your EHS activities take place.

Every incident, inspection, and task is associated with a facility. Setting up your facilities correctly ensures your data is organized, easy to filter, and accurate in reports.

What is a Facility?

A facility is any location where you perform and track EHS activities.

Examples include:

  • Offices
  • Manufacturing plants
  • Warehouses
  • Job sites

All activity in the system is tied to a facility, which means your facility setup directly impacts reporting, filtering, and data visibility.



How to Add a Facility

  1. Go to My Organization → Facilities
  2. Click Add Facility
  3. Enter the required facility details
  4. (Optional) Add zones to define specific areas within the facility
  5. Click Save

Facility Fields

Add the following information to create each facility in your organization. 

Facility Name

This is the name users will see throughout the platform, when selecting a facility, filtering data, or viewing reports.
Choose something clear and easy to recognize (e.g., Toronto Warehouse, Head Office).

Facility Address 

Enter the physical address of the facility.

Facility Time Zone

Select the time zone for this facility.
This ensures that dates and times (such as inspections, tasks, and incidents) are recorded and displayed correctly for that location.

Facility Contact 

Select a user as the primary contact for this facility. 
Selecting a user as a facility contact also grants them visibility to that facility. 

OSHA Reporting Information

The following fields are used for OSHA reporting and are reported per facility. 

  1. Facility Description 
  2. NAICS Code - This code is used to classify the type of business activity for OSHA reporting.
  3. SIC Code - This is another industry classification used in certain regulatory reports.
  4. Industry Description - Enter a short description of the industry or type of work performed at this facility.

Zones

Zones allow you to define specific areas within a facility (e.g., Floor 1, Production Area, Hazardous Waste Storage).
Adding zones helps provide more detail when tracking inspections, tasks, and incidents.

When to use zones

Use zones when you want to track activities such as inspections, incidents, and tasks within specific parts of a facility, such as:

  • Floors (e.g., Floor 1, Floor 2)
  • Departments (e.g., Production, Maintenance)
  • Specific areas (e.g., Hazardous Waste Storage, Loading Dock)
How to Add Zones

You can add zones after creating a facility.

  1. In the facility form, locate the Zones section
  2. Click Edit Zones
  3. Enter the zone details
  4. Save the zone. 
Zone Fields
  • Zone Name
    The name of the area within the facility.
  • Zone Contact 
    Select a user who is responsible for activities in that specific area. 


Best Practices

  • Start simple
    Begin with your main facilities and add more detail over time if needed.
  • Use facilities for locations, zones for areas within them
    Avoid creating too many facilities when zones would be more appropriate.
  • Keep naming consistent
    Use clear, recognizable names so users can easily select the correct facility or zone.
  • Think about reporting
    Your facility structure will affect how data is grouped and filtered across the system.

Once you have added facilities, you are ready to add users to the system. 

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