Sites
Site Custom Columns
Site custom columns in 21RISK allow you to extend your site data with fields that are specific to your organization's needs. Whether you need to track priority levels, reference external systems, or capture domain-specific information, site custom columns provide the flexibility to make 21RISK work for your business.
Why Site Custom Columns? Why Site Custom Columns?
Every organization has unique requirements when it comes to managing their sites. Out-of-the-box solutions rarely fit perfectly, and that's where custom columns come in. They bridge the gap between a generic tool and a solution that truly fits your workflow.
Seamless integration with external systems Seamless integration with external systems
Many organizations already have established systems for asset management, ERP, or proprietary databases. Custom columns allow you to store references and identifiers that link your 21RISK sites directly to records in these external systems.
For example, you might use a text or ID column to store your SAP plant code, your insurance broker's reference number, or your internal asset management system ID. This creates a seamless bridge between 21RISK and your existing infrastructure, making it easy to cross-reference data and maintain consistency across platforms.
Priority and risk classification Priority and risk classification
Not all sites carry the same level of importance or risk. With a select column, you can create dropdown options like "Critical", "High", "Medium", or "Low" to quickly categorize and filter your sites based on business priority.
This is particularly valuable for large portfolios where you need to focus resources on what matters most. Risk engineers, insurance managers, and operations teams can immediately identify which sites require urgent attention and which are lower priority.
Tracking compliance and audit dates Tracking compliance and audit dates
The date column type is perfect for tracking important milestones and deadlines. Record the last audit date, next scheduled inspection, certificate expiry, or any other date-based information that's critical to your operations.
Having this data directly on your sites means you can quickly identify upcoming deadlines and ensure nothing falls through the cracks. Combined with filtering and sorting, you can create views that show all sites with inspections due in the next 30 days.
Numerical data for analysis Numerical data for analysis
The number column type enables you to capture quantitative data that's important to your business. This could be anything from square footage, employee headcount, production capacity, or custom scoring metrics.
Numerical data opens up possibilities for aggregation and analysis across your portfolio. You can sum totals, identify outliers, and make data-driven decisions based on the metrics that matter to your organization.
Unique identifiers for your business Unique identifiers for your business
The ID column type is designed for identifiers that must be unique across all your sites. This is essential when integrating with systems that require a one-to-one mapping, such as insurance policy numbers, facility codes, or regulatory identifiers.
Unlike a standard text field, the ID column enforces uniqueness, preventing duplicate entries and ensuring data integrity. This is crucial when these identifiers are used for automated imports, API integrations, or regulatory reporting.
Column types at a glance Column types at a glance
| Type | Description | Use cases |
|---|---|---|
| Select | Dropdown with predefined options | Priority, status, risk level, region classification |
| Number | Numerical values | Square footage, headcount, capacity, custom scores |
| Text | Free-form text input | Notes, external references, descriptions |
| ID | Unique identifier (enforced uniqueness per site) | SAP codes, policy numbers, facility IDs |
| Date | Date picker | Last audit, next inspection, certificate expiry |
Creating a custom column Creating a custom column
To create a custom column, navigate to "Sites" after logging in to 21RISK.
Now, click on the "Manage Fields" icon (gear) in the sites view
In the settings panel, you'll find the "Custom Columns" section. Click "Create field" to create a new custom column.
You'll be prompted to configure your new column:
- Name - Give your column a descriptive name (e.g., "Priority Level", "SAP Code")
- Type - Select the column type (Select, Number, Text, ID, or Date)
- Options - For Select columns, define the available options
Click "Add" to create your column. It will now appear in your sites table and be available for editing on each site.
Editing custom column values Editing custom column values
Once you've created custom columns, you can edit their values directly from the sites table or from the individual site page.
From the sites table From the sites table
Click on any cell in a custom column to edit its value inline. For select columns, a dropdown will appear. For date columns, a date picker will be shown.
From the site page From the site page
Navigate to any site and you'll find your custom columns in the site details section. Click on any field to edit its value.
Filtering and sorting by custom columns Filtering and sorting by custom columns
Custom columns are fully integrated with the sites table filtering and sorting capabilities.
For example, you could:
- Filter to show only "Critical" priority sites
- Sort by next inspection date to see upcoming deadlines
- Filter by a specific SAP plant code to find linked records
Tip: Combine multiple filters to create powerful views. For example, filter by priority "High" AND next inspection date within 30 days to focus on urgent upcoming inspections at important sites.
Deleting a column Deleting a column
Important: Deleting a custom column will permanently remove all data stored in that column across all sites. This action cannot be undone.
To delete a column, navigate to "Manage fields" select the column, and click on the Trash icon "Delete".
Toggle columns visibility Toggle columns visibility
To change the visibility of a column, click on the table menu and click on the column to show/hide.
Important: It's currently not possible to re-order columns.