Creating Areas and Sections Within a Branch
Creation date: 9/7/2024 1:59 pm
Updated: 21/8/2026 4:43 pm
Areas and Sections let you record precise locations within a branch, such as a floor, workshop, yard or specific work area.
Before you begin
The relevant branch must already exist in Engage. See Setting Up Branches for more information.
Quick steps
- Go to Customer Admin > Organisation > Branches.
- Select View beside the relevant branch.
- Open the Areas tab and select Add Area.
- Enter the Area Name and save it.
- Select Sections beside the Area to add more detailed locations.
1 Open the Areas tab
From Customer Admin, go to Organisation > Branches.
Find the branch you want to update, select View, then open the Areas tab.
2 Add an Area
Select Add Area, enter the Area Name, then save the record.
3 Add Sections and alert contacts
After saving the Area, select Sections beside it to add more detailed locations.
Enter the Section Name. You can also add Incident Alert Contacts where required.
Incident Alert Contacts: A person added at this level receives an email when an incident is submitted for that specific location. They cannot view the incident list or investigate the incident unless they are also a Branch H&S Contact. See Health & Safety Contacts.
Editing or deleting locations
Areas and Sections can be edited or deleted from the branch record when your location structure changes.
Where Areas and Sections are used
The locations you create are available when recording:
- Incidents
- Assets
- Hazards
Cannot see the fields? If the Areas and Sections selections do not appear in your Engage site, contact support@engagesolutions.co.nz so they can be enabled.
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