How to manage the people on a site

Site Information in the site menu lists the people assigned to the open site, with their site level and responsibility. Adding users needs administrator permission.

Add a user to the site

1. Click Add and pick the User Name.

2. Set the Site Level (what they can do on this site) and the Site Responsibility (which tasks are theirs — used by KPI and nonconformity reporting).

3. Optional switches:

   • Auto Send Work — scheduled visits for their responsibility are sent to them automatically.
   • Get emails when risk is equal or greater than — email this person when a nonconformity at or above the risk level you set is raised here.

   

4. Click Save.

Copy users from another site

Copy lets you pick another site and bring its user list (levels and responsibilities) across — useful when a new site follows the same team as an existing one.

Message a user

Use Send Message against a person in the list to send them a note within BRS.