Sites
Sites overview
What sites are What sites are
Sites are the places, regions, departments, assets, or business units your organization tracks in 21RISK. A site can be a physical location, such as a factory, warehouse, office, or store. It can also be an organizational level, such as a country, division, supplier group, or department.
Sites are used across 21RISK to connect work to the part of your organization it belongs to. Compliance answers, audit reports, property insurance data, responsibilities, actions, files, and analytics all become more useful when they are tied to the right site.
Sites should match how your team thinks about the organization. For a property insurance team, a site may be a facility. For a compliance team, it may be a region, department, supplier, building, or local operating unit.
Core concepts Core concepts
| Concept | What it means |
|---|---|
| Site | A location or organizational unit where work, data, and responsibility can be tracked. |
| Hierarchy | Parent-child structure between sites, such as Global > Europe > Germany > Berlin. |
| Site group | A reusable collection of sites, such as All Sites, Nordic Sites, Warehouses, or Critical Facilities. |
| Custom column | A field added to sites to store organization-specific information, such as priority, SAP code, floor area, or inspection date. |
| Responsibility | A named role on a board that can be assigned to one user per site. |
| Site access | The set of sites a user or AI agent can work with on boards. Every member can look up every site in the Sites area. |
| Status | Whether a site is active, inactive, or permanently deleted. |
How sites are organized How sites are organized
Most organizations use a mix of hierarchy and site groups.
A site hierarchy represents structure. It is best for stable parent-child relationships, such as countries containing regions, regions containing facilities, or a business unit containing departments.
Global
|-- Europe
| |-- Germany
| | |-- Berlin Office
| | `-- Munich Factory
| `-- France
| `-- Paris Office
`-- North America
`-- United States
|-- California
`-- New York
A site group represents a reusable scope. It is best when you need to collect sites that may not sit under the same parent, such as all warehouses, all high-risk sites, all sites in a compliance program, or all sites that belong on a specific board.
Read Site groups for the full guide.
Where sites are used Where sites are used
Sites appear throughout 21RISK:
- Compliance boards - Add site groups or individual sites to decide where requirements should be assessed.
- Property insurance - Track property values, COPE information, risk improvements, and insurance-specific responsibilities by site.
- Audits and reports - Create site-level reports and preserve point-in-time evidence.
- Actions - Connect follow-up work to the relevant site.
- Analytics - Compare performance, risk, cost, and status across sites and groups.
- Access control - Limit users and AI agents to the sites they should work with.
Managing site data Managing site data
The Sites area gives you several ways to work with your portfolio:
| View | Use it for |
|---|---|
| Table | Search, filter, sort, edit fields, and save recurring table setups as views. |
| Tree | Understand and manage the site hierarchy. |
| Map | See geographic placement and update a site's marker position. |
| Groups | Create and manage reusable collections of sites. |
| More | Access additional tools such as proximity analysis. |
For the hands-on workflow, read Manage sites. The Sites table also supports saved table views for different field layouts, sorting, and filters.
Recommended setup order Recommended setup order
For most teams, the smoothest setup order is:
- Decide the level where work should happen. For example, country, facility, department, building, or supplier.
- Create or import your sites with a clear hierarchy.
- Add addresses and coordinates for sites that should appear on the map.
- Create custom columns for important portfolio data.
- Create site groups for reusable scopes such as All Warehouses, EMEA, Critical Sites, or sites included in a compliance program.
- Assign site access to users and user groups so they can work with their sites on boards.
- Configure board responsibilities if you need named accountability per site.
- Add site groups or individual sites to boards where relevant.