As part of the IndustrySafe Setup and Configuration Assistance Service, TRA will assist you with setting up your Facility / Location Hierarchy.
To begin using IndustrySafe, you will need to enter data about your facilities or locations. If you have a small number of locations, and do not wish to group them into regions or divisions, simply go to System Functions > Company Profile and click on the Add New Facility link to add a new location. You may also click on the Facility Summary link to see a list of your existing facilities.
IndustrySafe also provides the capability to group your facilities and generate roll-up reports. To enable this feature, go to System Functions > Setup > Edit Forms and select Company Profile for the Recording Form and Basic Information for the Section. On that screen there are four fields related to the hierarchy in IndustrySafe: Business Group, Region, Division, and Facility. You may change the name of any of these fields, and you may enable any of the fields above facility to help you group and organize your facilities. Facilities are grouped into divisions, divisions are grouped into regions, and regions are grouped into business groups.
To add new options for business groups, regions, or divisions, just click on the Drop Down hyperlink next to the appropriate field.
For more information about building your hierarchy, watch our video:
> > Building Your IndustrySafe Hierarchy
If you have a large number of locations and would like us to import those into IndustrySafe for you, simply complete the template linked below and send it to us.
>> Location Data Import Template