Sites
Manage sites
Purpose Purpose
The Sites area is where you maintain the locations and organizational units used across 21RISK. Use it to create sites, organize them in a hierarchy, update addresses, manage site status, review nearby locations, and open site groups.
A site can represent a factory, office, warehouse, retail store, country, region, department, supplier, or any other unit your organization wants to track.
The main views The main views
Open Sites from the main navigation. You can work with sites in several views:
| View | Use it for |
|---|---|
| Table | Search, filter, sort, and edit site details in a spreadsheet-style view. |
| Tree | Review and manage parent-child hierarchy. |
| Map | See sites geographically and adjust marker locations. |
| Groups | Create and manage reusable collections of sites. |
| More | Open additional tools such as proximity analysis. |
The table view is usually the best place for day-to-day data work. The tree view is best for reviewing hierarchy. The map view is best when address and coordinate quality matters.
Creating a site Creating a site
To create a site:
- Open Sites .
- Click New .
- Enter the site name and any relevant details.
- Add an address if the site should appear on the map.
- Choose a parent site if the new site belongs in the hierarchy.
- Save the site.
Site names must be unique within your organization. Names are compared case-insensitively, so London and london are treated as the same name.
If you need to create many sites at once, use Bulk import sites instead of creating them one by one.
Editing a site Editing a site
To edit a site, click the site name from the table, tree, map, or another site-related view. This opens the site details page or dialog.
From the site details, you can update information such as:
- Name
- Parent site
- Address and coordinates
- Tags
- Custom column values
- Status
If you have created site custom columns , those fields are available on each site and can also be edited from the table.
Site hierarchy Site hierarchy
Sites can be organized with parent-child relationships. For example, United States can be the parent of California , and California can be the parent of San Francisco Office .
Hierarchy is useful when you want to:
- Represent the structure of your organization.
- Compare performance between regions, divisions, or branches.
- Grant access to a parent site and include its children.
- Keep reports and analytics aligned with how the organization is managed.
When you move a site in the hierarchy, its child sites move with it.
Hierarchy and site groups solve different problems. Use hierarchy for structure. Use site groups for reusable collections, program scopes, or cross-hierarchy groupings.
Site groups Site groups
Site groups are reusable collections of sites. They are managed from Sites > Groups and are useful when the same set of sites needs to be reused across boards or workflows.
Examples of useful site groups include:
- All Sites
- EMEA Sites
- Warehouses
- High Risk Facilities
- ISO 27001 Scope
- Fire Safety Program Sites
The built-in All Sites group is created and managed by the system. It automatically contains all sites in your organization and cannot be edited manually.
Read Site groups for the full guide.
Working with addresses and the map Working with addresses and the map
Addresses are used to place sites on the map and support location-based analysis. If you provide an address, 21RISK can show the site geographically. If you do not upload your own image for a site, 21RISK can use the location to show a satellite-style image.
Updating a site address from the map Updating a site address from the map
In the Map view, you can drag any site marker to a new position. This is useful when a site's pin is placed at the wrong location or when you need to place it on a more precise building location.
After you release the marker, 21RISK performs a reverse geocode lookup and opens a review dialog. The dialog shows changed address fields with a Before / After comparison.
For each changed field you can:
- Check or uncheck the field to include or exclude it from the update.
- Copy the old value back if the detected value is not what you want.
Click Confirm to save the selected fields, or Cancel to leave the address unchanged.
Use map dragging to fix addresses that were entered incorrectly or to place a marker on the precise building rather than a nearby street intersection.
Proximity analysis Proximity analysis
Under More , you can open Proximity . This view shows how close your sites are to each other. It is useful for spotting duplicate sites, understanding accumulation risk for insurance, and improving operational awareness.
The proximity view includes sites that have valid coordinates and shows nearby site counts in three distance bands:
| Distance band | What it means |
|---|---|
| 0-10 m | Sites at essentially the same location. |
| 10-100 m | Very close neighboring sites. |
| 100-5,000 m | Sites within a 5 km radius. |
Hover over a count to see the names and exact distances of nearby sites. Click a site name to open its details.
Sites without coordinates or with invalid coordinates are automatically excluded from proximity analysis. Make sure important sites have accurate addresses or coordinates.
Site status Site status
Every site has a status that controls whether it is available for current work.
Active sites Active sites
Active sites are available throughout 21RISK. Users can create audits and actions for them, include them on boards, assign responsibilities, and use them in reporting.
New sites are active by default.
Inactive sites Inactive sites
Inactive sites are archived and hidden from most current-work views. Use inactive status for closed, sold, merged, or no-longer-operational sites where you still need to preserve historical data.
When a site is inactive:
- It no longer appears in most dropdowns or selection lists.
- Existing audits, actions, reports, and historical records remain available.
- The site can be reactivated later.
To set a site inactive, select one or more sites in the site list and click Set status to inactive . You can also use the action menu on an individual site.
Setting a site to inactive does not delete its data. Historical audits, actions, reports, files, and board data are preserved.
Reactivating inactive sites Reactivating inactive sites
If a site was set inactive by mistake, or the location becomes operational again, you can reactivate it.
To reactivate a site:
- Open Sites .
- Filter the list to show inactive sites.
- Open the inactive site.
- Click Reactivate site .
- Confirm the reactivation.
You can also reactivate a site from the action menu in the site table.
Reactivating a site requires permission to create sites. Once reactivated, the site appears in lists, dropdowns, boards, and reports again where relevant.
Permanently deleting sites Permanently deleting sites
Inactive sites can be permanently deleted when you need to remove the site and its associated data from the system.
Permanent deletion:
- Removes the site and its data from 21RISK.
- Deletes associated audits, actions, reports, and site-level records.
- Cannot be undone.
- Requires group owner permissions and two-factor authentication.
To permanently delete sites from the table:
- Make sure the Status column is visible.
- Filter the status column to show inactive sites.
- Select one or more inactive sites.
- Click Permanently delete inactive sites .
- Confirm the deletion with two-factor authentication.
Permanent deletion is irreversible. Only inactive sites can be permanently deleted. Make sure you have exported anything you need before proceeding.
You can also permanently delete an individual inactive site from its details page or from the table action menu.