Setting Up Your Organisation and Facilities

Overview

Before completing assessments, it is important to ensure that your organisation and facility information is configured correctly. Accurate setup ensures assessments, reports and benchmarking data are attributed to the right facilities and that users have access to the information they need.

This article explains how to review and manage your organisation and facility information within Assessment Manager.

Step-by-Step Instructions

Step 1: Review Your Organisation Information

Begin by confirming that your organisation's details are accurate and up to date. Correct organisation information ensures reports and benchmarking data are properly recorded and displayed.

Step 2: Add or Review Facilities

Contact your Account Manager if you would like to add additional or remove facilities from your account

Step 3: Assign Users to Facilities

Allocate users to the appropriate facilities and determine the level of access they require. Providing the correct access ensures users can complete assessments and view information relevant to their responsibilities.

Step 4: Confirm User Permissions

Review user permissions and verify that individuals only have access to the facilities and functions necessary for their role. This helps protect information and maintain data quality.

Step 5: Save and Review Your Configuration

Before beginning assessments, take the time to review your organisation and facility setup to ensure everything is accurate and functioning as expected.

Tips and Best Practice

Review your organisation and facility information at least annually and whenever significant changes occur. It is also recommended that user access is reviewed regularly to ensure only authorised personnel can access information.

Frequently Asked Questions

Can I manage multiple facilities?

Yes. Assessment Manager has been designed to support both individual facilities and multi-site organisations.

Can users access more than one facility?

Yes. Users can be granted access to multiple facilities depending on their role and responsibilities.