Manage sites

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Intro

Intro

In 21RISK, a site represents a location or organizational unit within your company. A site can be:

• A physical location — such as a factory, office, warehouse, or retail store with a real-world address
• A geographical region — like a country, state, or city
• An organizational unit — such as a department, division, or business unit

Sites can be organized in a hierarchy using parent-child relationships. For example, you might structure your sites as:

Global Headquarters
├── Europe
│   ├── Germany
│   │   ├── Berlin Office
│   │   └── Munich Factory
│   └── France
│       └── Paris Office
└── North America
    └── United States
        ├── California
        │   └── San Francisco Office
        └── New York
            └── New York City Office
 

This hierarchical structure allows you to:

• Aggregate data — View combined metrics for all sites under a parent
• Compare performance — Benchmark sites against each other at any level
• Manage access — Grant users access to entire branches of your organization

Create new site

Create new site

You can create new sites by going to the site list, and clicking the "New" button

this will open a dialog for you to create the new site

Managing sites

Managing sites

You can view your sites in 3 different ways:

1. Table 2. Tree 3. Map

You can switch between the two views by clicking here.

The table view is the default view, and includes additional information about the sites, and any additional fields you may have added. The tree view is specialized to represent the heirarchy of your sites.

If you wish to edit any information about a site you can simply click it's name in either view and it will open up in a dialog

The name is a unique identifier for the site, and will be used to recognize the site on audits or actions. The address is the physical location of the site (if any) and is used to place the site geo-spatially on a map. If you haven't added your own picture to the site, but provide an address we'll default the picture to a satellite image of the address. Tags are used to categorize the site, and can be a quick way to group sites together.

Hierarchy

Hierarchy

Sites can be placed in a hierarchy with a "parent" - "child" relationship, for example "United States" can be considered the parent of "California" and "California" can be considered the parent of "San Francisco". This allows you to group sites together, and compare them to each other. For example you can compare the performance of all sites in the United States to all sites in Europe, or you can compare the performance of all sites in California to all sites in New York.

If sites are placed in a heirarchy, you can see it's position in the dialog for the site here we are looking at San Fransisco which is a child of California, which is a child of United States.

There is also a "Move site" button if you wish to move it to a different place in the heirarchy. Please be aware if you move a site, all it's children will also be moved.

Another thing to note about hierarchies is that access is inherited. So for example if i give a user access to The United States, they will also have access to California and San Francisco. However if i only give a user access to San Fransisco they cannot access California or The United States.

Site Status

Site Status

Every site in 21RISK has a status that determines its visibility and usability:

Active

Active

Active sites are fully operational and visible throughout the platform. Users can:

• Create audits and actions for the site
• Include the site in reports and analytics
• Assign users to the site

Active is the default status for all newly created sites.

Inactive

Inactive

Inactive sites are archived and hidden from most views. Use this status for sites that are no longer operational but whose historical data you want to preserve.

When a site is set to inactive:

• It will no longer appear in dropdowns or selection lists
• Existing audits and actions remain accessible for historical reference
• The site can be reactivated at any time

To set a site as inactive, select one or more sites in the site list and click "Set status to inactive" . This action requires group owner permissions.

Permanently deleting sites

If you need to completely remove inactive sites and all their associated data, you can permanently delete them. This action:

• Removes the site and all its data from the system
• Deletes all associated audits, actions, and reports
• Cannot be undone

To permanently delete sites:

First make sure the site status column is visible:

Now click on the "status" header in the table, and select inactive

Select one or more inactive sites in the site list, and Click Permanently delete inactive sites

This action requires group owner permissions and two-factor authentication for security.

Type i understand and then click the red button "Yes, delete 4 inactive sites".