Skip to main content
All CollectionsGetting Started
How to structure your folders within your account - Risk Management
How to structure your folders within your account - Risk Management

How to set up your folder structure for your Risk Management accounts

Charlotte Cannon avatar
Written by Charlotte Cannon
Updated over 2 years ago

To assist us in getting your data into your accounts quickly and cleanly, please ensure that you have set up a folder structure within your accounts.

It is important to think about your account structure to make it as easy as possible for you to find and manage your records. You will need to state which folder each record will sit in if you are filling out the import spreadsheet for your account.

When setting up each account, you will notice that we have provided example folders for you to use. You can add, edit, move, and/or delete these folders to suit your needs.

Here are some example folder structures for the accounts available on your package:

Equipment Management -

  • (Top Folder) Harnesses

    • (Record) CMC Radio Harness

  • Helmets

    • Petzl Panga

Staff Competency Management -

  • Permanent staff

    • John Smith (sub-folder)

      • First Aid Qualification

  • Temporary/ contract staff

    • Lucy Davies (sub-folder)

      • Rope Rescue Level One Qualification

Tool Management -

  • Hand tools

    • Silverline SW21 Pruning Saw

  • Power Tools

    • Stihl HT133 Pole Pruner

Vehicle Management -

  • Van

    • Ford Transit chassis cab

  • Trucks

    • Toyota Hilux

  • Cars

    • Ford Fiesta

Lifting and Anchor Bolt Inspection Management -

  • Site A

    • Anchor Point M20

  • Site B

    • Anchor Point M30

Incident Reporting Management -

  • 2021

    • January 2021

      • Incident 1 - 27/01/2021

  • 2022

    • January 2022

      • Incident 3 - 02/01/2022

Grounds Inspection Management -

  • Building A

    • Ground Inspection - Summer

  • Building B

    • Ground Inspection - Winter

Electrical Safety Management -

  • Switch Station

    • Transformers (sub-folder)

      • RS PRO 400VA DIN Rail & Panel Mount Transformer

      • Voltage Transformer

Fire Safety Management -

  • Location A

    • Fire Alarm System (sub-folder)

      • C-Tec CFP708-4 8 Zone Conventional Fire Alarm Panel

    • Sprinkler System (sub-folder)

      • Wet Pipe Systems

    • Fire Extinguishers (sub-folder)

      • FireShield 6Ltr AFFF Foam

First Aid Equipment Management -

  • First Aid Kits

    • Dressing, Bandages & Tape

      • Sterile Wound Dressing

    • Plasters

      • Waterproof plasters

    • Ice/Heat Pack

      • Wheat bag heat pack

Approved Written Procedure (AWP) Management -

  • Windfarm 1

    • AWP Turbine 1

    • AWP Turbine 2

Turbine Mounted Safety Equipment (TMSE) Management -

  • Turbine 1

    • PSSR (sub-folder)

      • Accumulator

      • Pressure Safety Valve

Non-Destructive Testing (NDT) Equipment Management -

  • Radiography Equipment

    • Radiography X-Ray Head

  • Ultrasonic Testing Equipment

    • Ultrasonic sonatest

See related articles:

Still can't find the answer you need? We'd love to help!
Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 719270 or at support@papertrail.io.

Did this answer your question?