Create and Manage Locations, Practices, and Aspects

Create a Location

  1. Locations containing practices with significant aspects need to first be created before their practices and aspects are created. Go to EMS > EMS Data > Locations to view the Locations grid.
  2. Click on New Location to access the Location form.
  3. Complete all required fields. If you need help understanding the field requirements, click on Help with this page on the utility pane.
  4. Click on Save Location to access its profile page.
  5. Once in the location profile page, you can add documents or existing equipment and practices (found in other locations) via the applicable links in the profile icon. Also, any completed checklists related to this location will be accessible in the location’s profile page.

Create a Practice

  1. Practices are processes occurring within a specific location that can be associated with specific environmental aspects. Practices need to be created first before creating their associated aspects. Go to EMS > EMS Data > Practices to view the Practices grid.
  2. Click on New Practice to access the Practice form.
  3. Complete all the required fields. If you need help understanding the field requirements, click on Help with this page on the utility pane.
  4. Click on Save Practice to access its profile page.
  5. Once in the practice profile page, you can add documents or existing equipment and aspects (associated with other practices) via the applicable links in the profile icon. You can also associate other locations and permit information. Any completed checklists that were related to this practice will be accessible in the practice’s profile page.

Create and Score an Aspect

  1. An aspect cannot be created unless its practice already exists at your organization. Go to EMS > EMS Data > Aspects to view the Aspects grid.
  2. Click on New Aspect to access the Aspect form.
  3. Complete all the required fields. If you need help understanding the field requirements, click on Help with this page on the utility pane. The aspect can be labeled as significant at this stage even before the scoring is complete.
  4. Click on Save Aspect to access its profile page.
  5. Once in the aspect profile page, you can add documents or continue with scoring the aspect.
  6. To score the aspect, click on Significance Worksheet located in the aspect profile icon. The significant worksheet rating categories are controlled by your Organization Administrator. Select the most applicable ratings using the available dropdown menus. If you wish to increase their score, enter a whole number in the multiplier field for each category of interest.
  7. When finished, click Calculate next to the Total score field. If you wish to alter the totalscore, enter a number in the multiplier above the total score and click on Calculate again.
  8. Toggle the significance label on or off and, when finished, click on Save Worksheet to return to the aspect profile page.

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