Who is this article for?

Administrators responsible for organisation management.

Administrator role is required.

Organisations define the top-level structure for your site. Each organisation acts as the parent container for departments, users, spaces, and inspection schedules.

This configuration ensures that your hierarchy aligns with how your institution or company operates in real life,  that’s a university system, a manufacturing campus, or a multi-site construction project.

This article pulls together best practices and Help resources you need to effectively manage organisations.

1. Best practices

To best manage organisations:

• Review and update department rosters quarterly.
• Ensure each department has at least one active contact listed.
• Align inspection schedules with regulatory or internal audit timelines.
• Export department and inspection data before restructuring departments.

2. Resources

2.1. General

• Overview of the organisation hierarchy

2.2. Locations and facilities

• Adding an organisation
• Adding a department
• Setting an inspection schedule for an organisation