Who is this article for?

Administrators responsible for group management.

Administrator role is required.

Groups organise inspectable elements like users, rooms, and assets into collections, simplifying management and scheduling of inspections. This streamlines recurring inspections, training, and compliance checks across similar teams or areas.

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

1. Best practices

To best manage groups:

• Use descriptive group names and maintain consistent naming conventions to simplify reporting (e.g., Microbiology – Teaching Labs vs. Microbiology – Research Labs).
• Review group membership quarterly to ensure rooms, assets, and users remain accurate.
• Deactivate unused groups to keep rosters clean and reports current.
• Use group types to standardise inspection and reporting processes across similar teams.
• Maintain clear documentation by attaching rosters or safety plans to groups.

2. Resources

2.1. General

• Overview of a group page

2.2. Groups

• Creating a group
• Creating a group type
• Assigning an inspection to a group type
• Conducting an inspection on a group