In this Article:
You can standardise your Forms, User Groups, Resources, and Suppliers at the Group Level. This will ensure that all Accounts have access to the information they need for their Health and Safety requirements.
You can set Forms, User Groups, Resources, and Suppliers at the Group Level. All this information will then pass down to the Accounts within your Group and ensure that they have standardised information. This is great for ensuring that compliance is being achieved and enables easy reporting.
Customising Forms
In your Group, you have the ability to create and personalise Forms that will apply to all accounts within the Group. If there are Forms in Site App Pro that don't align with your business requirements, you can easily disable them at the Group Level | Turning Forms Off
To create/edit Forms at Group Level:
Select the Forms Tab
Click on the Orange Plus icon to create a new Form
Click on the Pencil Icon next to a Form to edit an existing Form
Note: Editing/Creating Forms at Group Level is just the same as at Account Level. Check out our Mastering Form Building Webinar if you are feeling stuck.
Create User Groups
You can set User Groups at Group Level and attach them to relevant Forms. This works the same as at the account Level - you can read about this here. User Groups set at Group Level cannot be deleted from an account Level.
To create User Groups:
Login to the Group Admin Login
Select the Group Detail Tab
Select Settings
Add your User Groups
Save
Adding Resources
If you have any important documentation, policies, or standard operating procedures that need to be accessible across all accounts in your Group, you can easily upload them to the Resources Tab at the Group level. It's important to note that resources uploaded at the Group level cannot be deleted at the account level.
To load Resources in:
Log in to the Group Admin Login
Click on the Resources Tab
Click on the Orange Plus Button
Upload your Resources
You can also set the following from the Resources Tab:
Custom Hazards and Risks - These will go across all your accounts
Custom Action Control Measures - These will go across all your accounts
Certificates and Permits - These will go across all your accounts
Adding Suppliers
If you have goods/service providers that supply to all the accounts in your Group, you can set them up at the Group Level. These will auto-populate in all your Accounts, and they cannot be deleted from the Account Level.
To add in Suppliers:
Log in to the Group Admin Login
Click on the Suppliers Tab
Click on the Orange Plus Button
Load in your Suppliers - you can bulk upload these as well
Standardising Equipment Categories
This feature allows the Group Admin to lock group-level equipment categories for groups of type Corporate or Franchise (Centralised).
Locking a category ensures that organisations cannot override the available fields or the Limits and Warnings for any equipment within that category, keeping settings consistent and controlled across the group.
To do this: Group Admin
Log in to your Group account through the Admin Console
Go to the Equipment tab
Click on the Settings tab
Select the Category
Click on the Edit Properties button
Select the information you want the orgs to see and interact with
Save & Done!