The Risk Management Platform allows you to create multiple sites to represent the physical locations of your business. If your organization has multiple OSHA recordable sites, it is crucial to set these up before utilizing the platform’s applications. Keep in mind that each site operates independently, and administrative functions are accessible and performed only from the Main Site, not the subsite. For instance, setting up training in one site will not automatically apply to the other sites.
- Main Site: This is the primary name used when your account is created.
- Subsite: These are the additional sites added to the account.
Add or Edit Sites
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- Navigate to the Manage Sites section from the Administration menu.
- To add a site, click the New button in the upper-right corner. To edit an existing site, click on the site’s name.
- Required fields are marked with an asterisk (*) and a bronze border.
- Click Save to confirm your changes.
Switching Between Sites
- After logging in to the platform, you can switch between different sites. To change your site view, click the drop-down arrow located at the top of the page. Select the site you want to view.
User Assignment & Permissions
- Select Manage Sites from the Administration menu.
- Click the Users icon
next to the site you wish to manage.
- Click the Assign button in the top-right corner to add a new user to the site and assign them a role.
- To change an existing user’s role, click on the user’s name.
- Use the checkboxes along with the Unassign button to remove a User’s access to the selected site.
- Click Done when you have finished editing site users.
Note: If roles have not been set up for your account, refer to the Manage Roles help document.
Site Status/Archive
Sites that are no longer in use can be archived. Archived sites will not appear in applications or be selectable. However, all information associated with a site is preserved and can be accessed again if the site is reactivated.
- Go to Manage Sites in the Administration menu.
- To archive sites, use the checkboxes and click the Archive button in the top-right corner.
- Switch between views of Active or Archived sites using the buttons in the lower-right corner.