Administrator Guide
March 21, 2023
Facilities
Click on the Facilities menu tab to bring up the following sub-menus;
Bulk Import
Multiple facilities can be BULK imported all at once using the Facility Bulk Import template. *Please contact the COBRA Support team to request the templates.
Facilities
Shows a list of existing Facilities within your Org. If none exist, it must be prebuilt/created on the admin side before use in Incident tools. Follow the below steps to add a Facility within your Org.
*The Facility Settings should be configured FIRST before creating a New Facility.
1. Click the blue Create Facility Button
2. Name the Facility.
3. Organization field will display the Org you are associated with, but you can also search for other Orgs you have access to add to the Facility.
4. Select a Category and Sub Category for the Facility. *These options must first be pre-defined on the Facility Settings page.
5. Select a Primary POC.
6. Plot or enter the Facility location.
7. Click on the blue Save and Close button if you are finished entering any other field options and would like to add the facility to the main Facility list page.
8. Click on the green Save and Continue button if you would like to fill in any of the Information Cards at the bottom of the page.
Facility Settings
*Must be configured prior to creating new facilities.
Category/Sub Category/Tag
1. Click the corresponding Add New button.
2. Name your Category, Sub Category or Tag.
*Category will allow you to choose an Icon from a drop-down list if desired.
4. Click Save Changes.
5. To Update or Delete Facility Settings click on appropriate blue, green, or red button.
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