Organization Set Up and Definitions

The first step to getting started is to set up your organization, which is a collection of Facilities where activities take place and Users who perform and review those activities. All inspections will be associated with Facilities in your organization.  

We suggest taking the time to set up the main Facilities and key Users you plan to work with as part of your onboarding process so your EHS activities can be easily kicked off. 

Facility

A place or site associated with your organization where EHS Compliance activities take place. 

User 

A person with valid and active login credentials to the Dakota EHS Compliance platform, that has been permissioned to do certain tasks within the system.

Item Types

Materials (ex. ladder) at your facilities that may have inspections, tasks, or other EHS compliance actions associated with them. 

Item Groups

Logical groupings of the Item Types you are inspection (ex. Fire Safety) 

Inspection Questions

A bank of questions, each associated with specific item types , that are used to build inspection templates (ex:  "Is the ladder the appropriate height?") 

Inspection Templates

A reusable collection of one or more questions about one or more item types that can be used to schedule and perform an inspection. From the template page you can create new templates and assign existing ones. 

Scheduled Inspection

An inspection that has been created and assigned for a date in the future. A scheduled inspection may be assigned to a specific user, or left unassigned. 

Inspection

The act of filling out the scheduled inspection template. A record of each inspection, along with responses and comments is kept for review. 

Global Template

Inspection templates that are made available to all facilities within your organization.  A Global template is a good option to use when you do not wish to limit the use of what you are creating. 

Facility Specific

Inspection Templates that are available for use for only one facility within your organization. A Facility Specific template  is a good option to use when you are working with a unique facility, or want to control the use of a particular form. 

• Related Articles

• 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 ...

• Using the Inspections Dashboard

  The Inspections dashboard is your jumping off point for reviewing inspection results across your organization. Dakota has provided a dashboard to give you some visibility into your organization's inspection results. For example, you can see if you ...

• 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 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 ...

• 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 ...