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.
Create 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)
orgcontact@safetystratus.com
Optional
Department List
The Departments set up for an Organization are listed under the 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.
Room List
Lists all the Rooms present within an organization.
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.
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
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.
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