Onboarding - Importing Worksites

    

Worksites act as the essential junction between your companies and your compliance requirements. Organising your locations here allows the system to host specific site rules and link people, equipment, and jobs to the correct physical environment.

This guide covers:

  • Linking Worksites as child records to parent Companies.
  • Selecting mandatory Company details using the protected drop-down menu.
  • Creating placeholder sites to maintain system connectivity.
  • Managing the bulk upload and error correction process.
  • Confirming successful record creation for site-readiness.

Start confidently and get results fast.

💡 Power User Insight: Because Worksites host specific compliance requirements, they function as the “filter” that determines which Skills and Asset Roles are needed for any Job assigned to that location.