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

Setting Forms at Group Level means all of the accounts within your Group will have access to those Forms. When you edit something at Group Level it will impact all the Accounts in your Group.

You can also turn Forms off for your accounts at Group Level. This means that if there are certain Forms in Site App Pro that you know do not fit your business needs simply turn them off at Group Level | Turning Forms Off

To create/edit Forms at Group Level: 

1. Select the Forms Tab on the left hand side of the Dashboard
2. Click on the Orange Plus Button 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 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 and add in your User Groups
4. Hit SAVE to lock those changes in 

Adding Resources 

If you have any documentation/policies/sops etc. that need to be accessible in all the Accounts in your Group you can easily upload those into the Resources Tab at Group Level. Resources that have been uploaded at Group Level cannot be deleted at the Account Level. 

To load Resources in:

1. Login to the Group Admin Login 
2. Click on the Resources Tab 
3. Click on the Orange Plus Button and 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. Setting them at Group Level is the same process as at Account Level. 

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