- Verwaltung
- Standortverwaltung
- Was sind Standorte in SafetyCulture?
Was sind Standorte in SafetyCulture?
In diesem Artikel erklären wir Ihnen die Funktionalität und Vorteile der Standort-Funktion in SafetyCulture.
Warum soll ich die Standort-Funktion nutzen?
Mit der Standort-Funktion können Sie die Daten, die Ihr Team in SafetyCulture erfasst, verfolgen und verwalten, indem Sie sie mit einem bestimmten Standort, Projekt oder Team verknüpfen. Sie können Ihre Inspektionsergebnisse nach Standort filtern, über Missing Block: INLINES.ENTRY_HYPERLINK standortbezogene Trends aufschlüsseln, erweiterte Zugriffsregeln einrichten und vieles mehr.
Sie können Inspektionen, Aktionen und Probleme mit Standorten verknüpfen. Um die Standortmitgliedschaft zu verwalten und Trends über mehrere Standorte hinweg zu analysieren, können Sie diese Standorte dann in höhere Ebenen wie Gebiete und Regionen gruppieren.
Exploring Sites
Structure your organization in a hierarchy
With sites, you can replicate your organization’s business structure by creating a hierarchy where each level represents different business units or locations. This hierarchy not only organizes your team’s data, such as inspections, issues, or actions but also visually represents the relationships between sites, allowing for efficient management of your organization’s structure.
Additionally, you can add your team to these sites as members, giving them access to entities like templates, inspections, and courses. As site members, they can gain access to all entities shared with the site and complete any jobs assigned to it.
You can customize the label of the hierarchy to use terminologies that match your organization’s structure.
Manage access and assignments using sites
Simplify access management by assigning templates, inspections, and issue access based on site membership or group. With advanced access rules, you can automatically grant site or group members access to templates and inspections, allowing you to control who can conduct inspections and access inspection results.
You can also manage issue access based on the selected site, ensuring that only site members or designated groups can view or resolve issues.
Depending on the feature, access can also be managed based on the combination of site and group membership.
Additionally, you can assign courses to users in specific groups and sites. You can choose to assign courses at any level above a site, which means that all users at that level and any levels below are included in the assignment.
In the Training feature, users can be assigned as team managers to have delegated view of just data from their teams based on site membership.
Data attribution
Manage which sites users see when selecting items for inspections, assets, schedules, actions, and issues with site selection settings.
Depending on the setting, users can view all sites or only the ones they belong to when selecting a site. For further control over site selection, you can turn on or off the ability to select "My site is not listed here", providing you with confidence that your users can select the appropriate sites. You can also view entities associated with a specific site directly from its profile.
In Analytics, you can narrow your data to display specific sites. For instance, you can set your dashboard to show data on Assets and narrow it down by sites.
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