Managing sites
Purpose: a site is a place where your company works: a plant, a warehouse, a building site. Every report, form and action belongs to a site, so you can see where problems happen. A site also carries two settings that matter: its time zone (so dates and deadlines mean the day at the site) and its regulatory framework (which country’s injury rules apply). Set the sites up first: nobody can report until at least one exists.
Who: Org Admins add and change sites. Everyone can choose a site when they report.
1. The list
Section titled “1. The list”Open Company → Sites. It lists each site; search by name or city. Archived sites are shown with a mark.
2. Add a site
Section titled “2. Add a site”- Select Add a site.
- Fill in:
| Field | What to enter |
|---|---|
| Name | For example “Head Office” or “Warehouse 2”. Required. |
| Country | Required. It chooses the regulatory framework and the time zone. |
| State or region | Its ISO 3166-2 code, such as US-IL for Illinois. |
| Address, City, Postal code | The site’s address. |
| Latitude / Longitude | Optional. Decimal degrees, such as 41.8781 and -87.6298. Both or neither. |
| Time zone | The site’s own zone. Dates, deadlines and months at the site are counted in it. When the country has one zone (Serbia, the United Kingdom), it is filled in for you. When it has several (the United States, Canada, Australia), that country’s zones are listed first and you choose the one the site is in. |
| Regulatory framework | From the country (a US site follows US OSHA, a site where Custos has no rules follows No framework), or set by hand. |
- Select Save site.
The site appears in every report form within moments, and is copied to your phones the next time the app is open online.
3. Change, archive, restore
Section titled “3. Change, archive, restore”Open the site and select Edit. Archive keeps its records but stops it being offered for new reports. Restore brings it back. An archived site cannot be changed until restored. The history shows every change.
4. The framework matters
Section titled “4. The framework matters”- A site under US OSHA: injuries are assessed for recordability, deadlines are tracked, and the OSHA logs and rates are available.
- A site under No framework: reports work normally but nothing is assessed or escalated, and no injury rates are calculated.
Incidents already recorded keep the framework they were assessed under.
5. Tips
Section titled “5. Tips”- Use the name people use, so a worker finds the site at a glance.
- Check the time zone for sites abroad: a wrong one shifts deadlines and which month a case belongs to.
- Archive a closed site rather than deleting it: its reports stay.