Article Links Introduction | Best Practices | Create, Edit, and Delete |
Learning Management System (LMS) Administrators: Contacts are used differently in the LMS than the IMS. Please refer to the Contacts: Create, Edit, and Delete article for additional details on how contacts are used in the LMS.
Establishments correspond to a unit in your organization; typically a SITE but in some instances can be a REGION. Before you create a contact, you should know which organization unit corresponds to your establishments. If you are not certain, please contact our support team by emailing support@convergencetraining.com for assistance. Or, refer to the Establishments: Overview article to learn more about Establishments.
INTRODUCTION
Contacts in the Incident Management System (IMS) are non-employees that may witness or be involved in an incident. Examples can include but are not limited to:
- Contractors
- Visitors
- Temporary employees
- Seasonal workers
Contacts are optional and do not require being added to the IMS until they are involved in an incident. Contacts are selected on the People tab when adding a user or contact.
BEST PRACTICES
- Contacts can be added at any time.
- Contacts are optional and do not require being added to the IMS until they are involved in an incident.
- Add non-employees to contacts in advance when a significant portion of your workforce is made up of non-employees.
- Deleting contacts that have been used in an incident will affect open and closed incident reports.
- Use the IMS Data Import: IMS Contacts Import Spreadsheet to add multiple contacts for one or more establishments. Generally, you will use this to initially setup and configure your IMS. Please refer to the IMS Data Import: IMS Contacts Import Spreadsheet article to learn how to complete the spreadsheet.
CREATE, EDIT AND DELETE
The easiest way to create contacts for each establishment is to change your location to the establishment FIRST before you follow the steps below. Please refer to the Change Location article to learn how to change the location. Repeat this step to set up contacts for each establishment.
Adding, editing and deleting contacts in the IMS follow the same steps as the LMS. Refer to the Contacts: Add, Edit and Delete article to learn how create, modify or delete contacts.