Manage Sites

Launch Video

You can create multiple sites in the Risk Management Platform to reflect the physical locations in which you do business. If your organization has multiple OSHA recordable sites, it is important to set these up before using the included applications.

Add or Edit Sites

1. Select Manage Sites from the Administration menu
2. Click the New button in the upper-right to add a site or click on an existing site name to edit
   1. Required fields are indicated with an asterisk and bronze border
3. Click Save to record your changes

User Assignment & Permissions

1. Select Manage Sites from the Administration menu
2. Click the Users icon to the right of the desired site
   1. Click the Assign button in the top-right to assign a new user to the site and assign them a role
   2. Click an existing user’s name to change their role in the selected site
   3. Use the checkboxes in conjunction with the Unassign button to remove user access to the selected site

3. Click Done when finished editing site users

If roles have not yet 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 from the active site list in the platform. Archived sites are not selectable or reported on in applications. All information associated with a site is preserved when it is archived, and can again be accessed or reported on if the site is set to Active status.

1. Select Manage Sites from the Administration menu
   1. Use the checkboxes in conjunction with the Archive button in the top-right to archive sites
   2. Switch between views of Active or Archived sites via the buttons in the lower-right