Groups

A guide to the settings available under Groups.

Create & add inspectable elements to Groups to conduct Inspections across the Group in one go. The members in the Group could be users, rooms, or assets.

Data Manager > Groups

Creating a Group

Field

Description

Examples

Requirement

Group Type

Choose the applicable Group Type

Clinical Research

Required

Group Name

Input Group name as applicable

Clinical Research - Group I

Required

PPE/ Hazard Assessment Require

A PPE Assessment is required

Yes/ No

Optional

Group Notes

Input any notes pertinent to the Group

Research personnel - offshore team.

Optional

Group Department

Choose the applicable Group Department as applicable

Clinical Research

Required

Group status

By default, a Group is set to Active. Once a Group is no longer in use, it can be marked Inactive.

Active/Inactive

Required

Group Members

Add Group members as applicable

Adam Smith, Sana Sharma, Allen Rodriguez

Required

Group Contact

Add a Group contact if applicable

grpcontact@safetystratus.com

Optional

Membership

Lists the User, Rooms, Assets associated with the Group

Inspection Roster

Add Users & roles to the Group Inspection Roster to assign corrective actions.

Inspection Template Schedule

An Inspection schedule cycle can be pre-defined using the "Inspection Template Schedule."

Pick the Inspection Template > Either choose monthly first or last or input the cycle days > Assign it to the Inspector responsible for the inspection.

Field

Link

Description

Groups

Group Type

Assets can be linked to an Asset type to schedule Inspections across the Asset Type.

Recent Inspections

The recently completed inspections are listed here.

Attachments

If applicable, add relevant files as attachments for a Group.

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