Define Facilities

Previous  Top  Next

The first step you must do is to define your each facility within your organization. For each facility, the user must generate a company profile record. Company Profile is included in the System Functions module. Using the Company Profile form the user can identify the facilities, name, address, insurance information and OSHA specific information (including number of employees and hours worked). The facility drop down, which is located through out the application is populated by the records entered into the Company Profile.

To add a record simply enter the System Functions module. On the vertical menu select Company Profile. Then select Add Company Profile. A blank recording form will appear. Complete the appropriate fields, including the required fields. Select the Save button. Once the Save button is selected the record will be assigned a System ID and will appear in the Company Profile Summary.

Quick Steps Example: Adding a Company Profile

1.

Open the System Functions module by selecting the System Functions tab in the main menu.

2.

On the vertical menu select Add Company Profile

3.

A blank Company Profile Form will appear.

4.

Complete the appropriate fields, including the required fields.

5.

Select the Save button.

6.

If all required fields are complete and all data is in a valid format, the successful save message will appear.

For more information concerning editing drop downs please see the Company Profile section of the online help manual.