Overview
What Site Management is for, how sites, compliance, risk assessments, and contractors connect
What It Is For
Site Management ties together physical locations, on-site presence, compliance checking at the gate, risk assessments, contractor onboarding, and evacuation operations. It is designed for organisations that need to know who is on site and whether they meet location-specific compliance requirements.
- Define sites and compliance rules (courses, external certificates, risk assessments)
- Scan workers at entry using their compliance passport QR
- Run risk assessment and questionnaire workflows with optional approvals
- Onboard contractors via public enrolment links with pre-assigned training packages
- Track presence, muster points, and evacuations
Who Uses It
| Role | Primary responsibilities |
|---|---|
| Tenant admin | Enable module, create sites, set all-sites rules, manage contractors and risk templates |
| Site administrator | Configure per-site rules and scanners for assigned sites |
| Compliance scanner | Run compliance scans at assigned sites |
| Manager | Review risk assessment submissions for their team via Team Management |
| Learner / employee | Complete risk assessments, show compliance passport QR at site entry |
| Contractor (temp staff) | Register via onboarding link, complete assigned training and risk drafts |
How the Pieces Connect
Compliance rules can be set tenant-wide (all-sites requirements) and per site. When a scanner checks someone at a site, both rule sets are evaluated together. Risk assessment templates can be assigned to learners via dynamic groups, added to compliance rules, and included in contractor onboarding packages.
| Capability | Admin entry point |
|---|---|
| Sites & compliance rules | Admin → Site Management → Site settings |
| Compliance scanner | Site Management → Open compliance scanner |
| Risk assessments | Site Management → Risk assessments |
| Contractors | Site Management → Contractor management |
| Presence & evacuations | Site Management dashboard (select a site) |
Enabling Site Management
Site Management is enabled on your tenant via the MAT Admin Tool (siteManagement.enabled). Risk assessments are included by default when site management is on unless explicitly opted out. Contact your platform administrator if you do not see Site Management in the admin menu.
Next guides
- Sites & Compliance — Create sites, global and per-site rules, scanners, and compliance scanning.
- Risk Assessments — Templates, assignments, approvals, and reporting.
- Contractor Management — Onboarding packages and public enrolment links.
- Presence, Muster & Evacuations — On-site register and evacuation operations.