Clients, sites, and projects
Build the structure that everything else attaches to.
Three building blocks describe where and for whom your work happens. Submissions, observations, and reports all hang off this structure, so it is worth a few minutes to get it right.
The order to build them
- 1Add your clients
A client is the company you are doing the work for, for example Acme Energy Ltd. Open the Clients panel on the Organization page and add one for each customer.
- 2Add your sites
A site is a physical location, for example North Yard Facility. You can record an address and optional latitude and longitude so map and location features work. Create sites before projects, because a project attaches to a site.
- 3Add your projects
A project is a specific job, for example 2026 Turnaround. Give it a name, a short scope, and attach it to a site. You can set a per project time zone here, which defaults to your organization time zone.
If the project form says to create a site first, that is expected. Add at least one site, then your projects will have somewhere to attach.
Project leads
Editing a project lets you say who runs it. Add everyone who does, not just one person: a continuous project is usually run by two leads cross-shifting each other, and both belong here.
The order matters. The first lead is the primary, and that is who work falls to when the crew schedule cannot say who was on shift — a lead who is not on a rotation, or something filed on a day off. Use Make primary to change which one that is.
- A workflow rule set to assign to the project lead sends its corrective action to whoever the crew schedule says was on shift the day the form was filed.
- With one lead, that person gets it and the schedule is not consulted.
- With nobody set, a rule falls back to whoever filed the form rather than leaving the action unowned.
Tip. Keep names consistent and human. Crews pick the project from a list when they fill a form or log an observation, so clear names reduce mis-filed submissions.
Related articles
The Settings hub: an overview of where your organization stands, and seven areas that hold everything an owner or admin can change.
Add people to your organization and define who reports to whom.
Put people on the right projects and give them positions that set their training.
Have a corrective action raised automatically when an inspection item fails.