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What are sites in SafetyCulture?

This article explains the features and benefits of the Sites feature in SafetyCulture.

What are sites in SafetyCulture?

Sites in SafetyCulture help you track and manage your team's data by associating it with specific locations, projects, or teams. You can organize sites in a hierarchy that reflects your organization's structure and group them into higher levels, like areas or regions, for easier management of site membership and trend analysis across multiple sites.

With sites, you can automatically give template and inspection access based on site membership. Linking inspections, actions, training, and issues to sites lets you view all related data from a site's profile, making it easier to monitor performance and trends in Analytics.

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.

Add site-based access rule via the web app.

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.

Assign courses to users on selected sites via the web app.

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. 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.

Filter Analytics dashboards by sites via the web app.

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