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Que sont les sites de SafetyCulture ?

Cet article explique les fonctionnalités et les avantages de la fonctionnalité Sites dans SafetyCulture.

Pourquoi utiliser Sites ?

La fonctionnalité Sites vous permet de suivre et de gérer les données saisies par votre équipe dans SafetyCulture en les associant à une position, un projet ou une équipe en particulier. Vous pourrez filtrer vos résultats d'inspection par site, analyser les tendances par site via Missing Block: INLINES.ENTRY_HYPERLINK, mettre en place des règles d'accès avancées, et bien plus encore.

Vous pouvez associer des inspections, des actions et des observations à des sites. Pour gérer l'adhésion à un site et analyser les tendances sur plusieurs sites, vous pouvez ensuite regrouper ces sites à des niveaux plus élevés, tels que les zones et les régions.

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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