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Lesson 5 - Facility Management
 

Introduction Location Hierarchy Adding a 
Facility Record
Adding a Department Record Adding a Building Record Adding a 
Location Record

 

Introduction

The Facility, Department, Building, and Location databases are used to track location data of employees, inventory, and waste. These records must be created initially to permit inventory and waste data entry.

 

Location Hierarchy

Before you can start entering inventory or waste, EMS needs to know where these inventory/waste items are stored. Our first step therefore is to create facility, department, building, and location records (in that order). Location records cannot be added until facility, department, and building records have been entered.

Facility is the broadest description of a site, Department records outline each department within a facility. Building refers to an actual building where materials are, and Location allows you to enter in great detail where a material can be found.

 

Adding a Facility Record

Take a look at the facility record below. Detailed information can be added for each facility.

add.jpg (1024 bytes)

bulletSelect Facility on the menu bar and click Facility.
bulletClick the Add icon from the Icon Bar.
bulletThe facility field is highlighted. Type in the name of the facility.
bulletUse the Tab key to go the next field.
bulletContinue to fill out the record by typing or selecting from a pop-up list.
bulletClick the Save icon to save the record.

popup1.jpg (740 bytes)

save.jpg (1096 bytes)

NOTE: Prior to saving this record additional data such as emergency contact names can be entered on Page 2, and Page 3.

Adding a Building Record

add.jpg (1024 bytes)

bulletKeep the Facility database open.
bulletSelect Facility on the menu bar and click Building.
bulletClick on the Add icon.
bulletThe facility information has been copied from the Facility record.
bulletEnter the building information.
bulletA different person may be responsible for the department and can be selected using the pop-up buttons.
bulletClick the Save icon to save the record.

save.jpg (1096 bytes)

NOTE: Adding a second Building record will duplicate the facility information unless you select a different facility using the pop-up table next to that field.

 

Adding a Location Record

add.jpg (1024 bytes)

bulletSelect Facility on the menu bar and click Location.
bulletClick on the Add icon.
bulletThe facility and department information c.an be selected from the pop-up table.
bulletEnter the remaining location information.
bulletA different person may be responsible for the location and can be selected from the pop-up table.
bulletClick the Save icon to save the record.

save.jpg (1096 bytes)

NOTE: When you add several location records the facility and department information is automatically copied into the next location record. When you select a different facility and/or department you will not see this data until you click the Save Icon.
 

You finished the Facility Management module.

Return to the index page and select another database module you would like to learn more about. It is recommended that you continue with the employee database module.
 

 
   


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