Best Practice for setting up Sites & Supervisors in your Company Settings...

Site: This is the heart of the program and is what controls the workflow of the system. Therefore, the naming convention of Sites should consider the following:

• Only one Site - This is often an identifier using the initials of the company name (ABC for A.B. Construction) This works well when you want simplicity for the workers, if the company is small or if the company works in multiple non-permanent job sites. 
• Multiple Sites - If there are several divisions (plumbing, heating, electrical, etc), or permanent worksites, each with its own Supervisor, then add these to Sites and they will appear in the dropdown menu.

Examples of Site Naming conventions:

• 10-20 Users working in one location reporting to the same Supervisor team would only choose one site. This would simplify the workflow for the team and allow the least amount of oversight. 
• 10-20 user companies working for multiple companies on multiple locations would possibly choose to use multiple sites because of the division of labor. 
• A company that has multiple shops, locations, divisions or supervisor groups would use multiple sites that are aligned with the locations, divisions, or supervisors.  

Decide on the information you want in Sites and remember that as a worker chooses Sites on a document, all relevant information will flow through to the Supervisor designated to that Site.

Some other factors to consider when adding multiple Sites to your system:

• Equipment: Are pieces of equipment assigned to certain worksites or divisions within the company? If so, then your Asset Management will indicate activity/incidents/repairs etc for each Site.
• Scheduler: If you have Supervisors responsible for one worksite or division, the reminders for inspections, safety meetings, etc can be scheduled at times specific to the their “SITE”
• Location: When the company wants to be able to search by physical location, job #, Client name etc, these can be added under location. More specific information can be added to Location when the inspection is opened

Supervisors: When assigning Supervisors and HSE Supervisors it is important to know who gets what. Therefore consider the following:

• Site Supervisors - are notified when corrective actions are created from their site. They can then assign the corrective action to a worker for completion. Anyone who needs to see the corrective actions can be added as a site supervisor
• HSE Supervisors - When a worker fills out the initial incident report, it goes to the HSE Supervisor. The HSE Supervisor will do the assessment which is then automatically sent out to your management group. The HSE Supervisor will assign the investigation for completion.