Standardize your Group

You can standardize your Forms, User Groups, Resources, and Suppliers at Group Level. This will ensure that all Accounts have access to the information they need for their Health and Safety requirements.  

You can set Forms, User Groups, Resources, and Suppliers at Group Level. All this information will then pass down to the Accounts within your Group and ensure that they have standardized information. This is great for ensuring that compliance is being achieved and enables easy reporting. 

In this Article

1. Customising Forms 
2. Creating User Groups 
3. Adding Resources
4. Adding Suppliers 

Customising Forms

In your Group, you have the ability to create and personalize Forms that will apply to all accounts within the Group. If there are Forms in Site App Pro that don't align with your business requirements, you can easily disable them at the Group Level | Turning Forms Off

To create/edit Forms at Group Level: 

1. Select the Forms Tab 
2. Click on the Orange Plus icon to create a new Form
3. Click on the Pencil Icon next to a Form to edit an existing Form 

Create User Groups 

You can set User Groups at Group Level and attach them to relevant Forms. This works the same as at the account Level - you can read about this here. User Groups set at Group Level cannot be deleted from an account Level. 

To create User Groups:

1. Login to the Group Admin Login 
2. Select the Group Detail Tab
3. Select Settings 
4. Add your User Groups
5. Save

Adding Resources 

If you have any important documentation, policies, or standard operating procedures that need to be accessible across all accounts in your Group, you can easily upload them to the Resources Tab at the Group level. It's important to note that resources uploaded at the Group level cannot be deleted at the account level.

To load Resources in:

1. Log in to the Group Admin Login 
2. Click on the Resources Tab 
3. Click on the Orange Plus Button 
4. Upload your Resources 

You can also set the following from the Resources Tab:

• Custom Hazards and Risks - These will go across all your accounts
• Custom Action Control Measures - These will go across all your accounts 
• Certificates and Permits - These will go across all your accounts 

Adding Suppliers

If you have goods/service providers that supply to all the accounts in your Group you can set them up at Group Level. These will auto-populate in all your Accounts and they cannot be deleted from the Account Level. 

To add in Suppliers:

1. Login to the Group Admin Login 
2. Click on the Suppliers Tab 
3. Click on the Orange Plus Button 
4. Load in your Suppliers - you can bulk upload these as well