Managing Facilities
You can add facilities to the system by navigating to the My Organization Page. All EHS compliance activities, such as inspections and tasks, must be associated with a facility. Add facilities for any location where you plan to perform and track EHS activities. When adding facilities, you can choose to add one or more zones to each one. Zones can be used to designate specific areas in your facilities such as hazardous waste storage areas, different floors, or departments. If you have added zones to your facilities you'll be able to utilize them to add granularity to your inspections and tasks.
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Managing Users
After you have added facilities, the next step of onboarding is adding users to your organization. You can add users to the system by navigating to the My Organization page. Once invited, the new user will receive a welcome email. Once they have ...Managing Inspection Templates
Inspection Templates are a reusable sets of questions you want to ask about particular item types throughout your organization. A template can be global for use throughout your entire organization, or facility specific. Inspection Templates are ...Managing Incidents
To complete an incident report, open the Incidents module and select the record you want to work on from the incident table. This will open the full incident view. All details from the initial report are available for you to review and edit. You can ...Managing Tasks
Tasks can be managed from two main areas. If you’re looking to review only tasks assigned to yourself, navigate to the my assignments tab on the home page. All of your tasks and inspections will be listed for you here. You can view these as a table ...Managing Inspection Questions
You can manage your inspection questions through the Manage Content page. Inspection questions are the things you need to know about the item types you are inspecting. Questions can contain a specific code or citation if you choose to add one. Dakota ...