Organization

A guide to the settings available under the Organization menu.

This section provides an overview of how to manually create an organization, edit organizational details, and configure organization settings.

Data Manager > Organization

Create an Organization

Creating an Organization

Field	Description	Examples	Requirement
Organization name	Input Organization's name	SafetyStratus	Required
Organization Short name	Input abbreviated name for the Organization	SS	Required
Organization Code	Unique number or code that identifies the parent organization of the department.	SS01	Required
Organization status	By default, an Organization is set to Active. Once an Organization is no longer in use/relevant, it can be set to Inactive.	Active	Required
Organization Contact	Input Organization's contact name if applicable (optional)	[e-mail]	Optional

Department List

The Departments set up for an Organization are listed under the Department List.

Department List

Organization roster

Organizational rosters are set to allow area managers to receive emails at the organization level. This is different from the user list which summarizes all users within the department and their roles.

Organization Roster

Room List

Lists all the Rooms present within an organization.

Room List

Inspection Template Schedule

Inspection Template Schedule

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

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

Template Assignments

You can then choose to schedule an Inspection for a Group Type, Room Type, Asset Type, or Users with Principal Investigator role. These scheduled Inspections can be seen under the Pending Inspections tab based on the due date set ( Monthly First, Monthly Last, Custom Inspection cycle).

Field	Link	Description
Rooms	Room Type	Rooms can be linked to a Room type to schedule Inspections across the Room Type.
Assets	Asset Type	Assets can be linked to an Asset type to schedule Inspections across the Asset Type.
Groups	Group Type	Groups can be linked to a Group type to schedule Inspections across the Group Type.
PI	Principal Investigator	Checking this will schedule User inspections for all the Principal Investigators listed on the Organization roster and Room Roster.

Users List

Users List

Summary list of all the users that are part of an organization and their roles. As users are added to departments, this list will automatically update to reflect new, removed, and edited users.

Recent Inspections

Lists all the recent inspections performed on the associated Room, Asset, or User.

Recent Inspections