Add a workplace, equipment or a substance

Workplaces, equipment and substances are added in the same way. See Material resources for how the types differ.

You need the manager role on the office or on the Maintenance area (see Office groups).

Add a resource from scratch

1. Open the office and, in the Material resources menu, choose Workplaces, Equipment or Substances.
2. In the toolbar, open the New menu and choose New.
3. Fill in the fields. Name is required; the others depend on the type:
   • workplace: Code, Description and Category (for example Offices, Laboratories, Support environments);
   • equipment: Code, Serial, Vendor, Model, Description and Category, from a list of equipment types (front loaders, scaffolding, pressure equipment, fire-fighting devices, vehicles and others);
   • substance: Code and Description.
4. Click the Save icon (a floppy disk).

The resource appears in the list. When it is selected, the lower part of the window shows its tabs: Details, Attributes, People, Requests, Certificates, Event and Attachments.

Note

A substance has no fields for the CAS number or the hazard statements. That data is recorded as attributes or uploaded to Attachments, for example with the safety data sheet.

Copy a resource from another office or from a template

The New menu offers two more items:

• Copy from … copies one or more resources from another office or project you have access to;
• Create from template copies them from the template projects of 4HSE or of your partner, which can be filtered by country.

Both open a wizard: see Copy an element.

Complete the resource’s record

After saving, from the resource’s tabs:

• in Attributes you add data with a unit of measure: see Add an attribute;
• in People you link the workers who use it;
• in Requests you link the actions the resource requires, for example a maintenance plan: see Link the resources that require an action;
• in Attachments you upload the resource’s files, such as the manual or the safety data sheet.