Areas and Sections within branches allow you to be extremely precise with locations within one of your Branches in Engage.
To learn more about setting up your Branches, please click
here.
To add new Areas and Sections against your branch, click on Customer Admin / Organisation / Branches / "View" next to your specified branch, then click on the Areas tab.
To add a new Area, click on Add Area and fill in the Area Name field.
Once you save your Area, you will then be able to include Sections against the Area as applicable by clicking on the Sections button. When adding your sections, you are able to include the Section Name, as well as Incident Alert Contacts if applicable.
If an employee is listed as an Incident Alert Contact at this level, they will receive an email notification on submission of an incident at this specific location selection.
Please note, they will not be able to view the incident listing screen or investigate the incident unless they are a Branch H&S contact. To learn more about Branch H&S contacts, please click
here.
You are also able to Edit or Delete Areas and Sections of a branch at a later stage as required.
The Branch Areas and Sections pull through to the following locations found throughout Engage:
- Incident Locations
- Asset Locations
- Hazard Locations
If you do not see the Areas and Sections drop-down appear after adding this to your Engage site, please reach out to support@engagesolutions.co.nz so that we can get that switched on for you.
If you have any other queries regarding Areas and Sections, or any other areas within Engage, please contact support@engagesolutions.co.nz and we will get back to you as soon as we can.