Organizations & Sites

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Overview

MicroCBM’s organizational hierarchy enables you to manage multiple companies, facilities, and locations within a single platform. This is essential for:

• Service Providers: Manage multiple client organizations
• Enterprises: Track assets across multiple sites or business units
• OEMs: Support customers with multi-site installations

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Organizational Hierarchy

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Organizations

The top-level entity representing a company or client: Organization Attributes:

• Name: Company or client name
• Industry: Sector (Manufacturing, Oil & Gas, Mining, Power Generation, etc.)
• Team Strength: Number of employees (1-10, 11-50, 51-200, 201-500, 500+)
• Description: Business overview
• Logo: Company branding (uploaded image)
• Owner: Primary contact or account owner
• Members: Users belonging to this organization
• Sites: Locations within the organization

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Sites

Physical locations or facilities within an organization: Site Attributes:

• Name: Facility name or identifier
• Tag: Unique site code
• Organization: Parent organization
• Address: Street address
• City and Country: Geographic location
• Installation Environment: Indoor, Outdoor, Marine, Harsh, etc.
• Regulations and Standards: ISO, OSHA, API, etc.
• Manager: Site manager contact information (name, email, phone, location)
• Description: Site details
• Members: Users assigned to this site
• Attachments: Site maps, permits, documentation

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Creating an Organization

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Creating a Site

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Managing Organizations

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Viewing Organization Details

Click on an organization to view:

• All sites within the organization
• Total member count
• Industry and team size
• Logo and branding
• Owner information
• Creation and update timestamps

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Editing Organizations

1. Select the organization from the list
2. Click Edit
3. Modify fields as needed
4. Save changes

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Filtering Organizations

Use filters to find specific organizations:

• Search: Name or description text
• Industry: Filter by sector
• Team Strength: Filter by size range

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Deleting Organizations

To delete:

1. Ensure all sites are removed first (or accept cascade deletion)
2. Click Delete next to the organization
3. Confirm the action

Only delete organizations that were created in error or are no longer active clients.

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Managing Sites

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Viewing Site Details

Click on a site to see:

• All assets at the site
• Site manager contact information
• Installation environment and regulations
• Member assignments
• Attached documents

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Editing Sites

1. Click Edit next to the site
2. Update any fields:
   • Contact information
   • Address changes
   • Environment updates
   • Manager changes
3. Save updates

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Site Summary Analytics

The sites dashboard shows:

• Total Sites: Count across all organizations
• Sites with Issues: Number of sites with active alarms or overdue recommendations
• Issues Trend Percentage: Rate of change in problem sites
• Sites Trend Percentage: Growth rate of site count

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Filtering Sites

Filter sites by:

• Search: Name, tag, or city
• Organization: Parent company
• Country: Geographic location
• Installation Environment: Indoor, Outdoor, etc.

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Deleting Sites

To delete:

1. Verify no active assets remain (or accept cascade deletion)
2. Click Delete
3. Confirm in the dialog

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Role-Based Access by Organization & Site

Users are assigned to organizations and sites, which controls what they can see and do:

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SuperAdmin

• See all organizations and sites
• Create/edit/delete any organization or site
• Manage users across all organizations

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Organization Admin

• See only their organization’s sites
• Create/edit/delete sites within their organization
• Manage users within their organization

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Site Users

• See only their assigned site(s)
• View/edit assets at their site
• Cannot create new sites
• Cannot see other sites in the organization

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Use Cases

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Multi-Client Service Provider

Scenario: You provide maintenance services to 10 different manufacturing plants. Setup:

• Create 10 organizations (one per client)
• Each organization has 1-3 sites
• Assign your service technicians to relevant sites
• Each client only sees their own data
• You (SuperAdmin) see everything

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Enterprise with Multiple Facilities

Scenario: Large oil & gas company with offshore platforms and onshore processing plants. Setup:

• Single organization (your company)
• Multiple sites:
  • Platform A (Marine environment)
  • Platform B (Marine environment)
  • Processing Plant 1 (Outdoor, Harsh)
  • Processing Plant 2 (Indoor, Controlled)
• Assets distributed across sites
• Site managers assigned to each location

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OEM Equipment Monitoring

Scenario: You manufacture compressors and monitor customer installations. Setup:

• Each customer is an organization
• Each installation location is a site
• Your equipment (assets) are tracked at customer sites
• Customers access their own data portal
• You monitor all installations from a central dashboard

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Best Practices

1. Hierarchical Naming: Use consistent prefixes (ORG-001, SITE-A1) for easy identification
2. Accurate Geography: Correct city/country enables regional reporting and maps
3. Environment Tags: Properly categorize installation environments for relevant standards
4. Manager Contacts: Keep site manager information current for escalations
5. Logo Uploads: Professional branding improves client-facing reports
6. Documentation: Attach site maps and key documents for quick reference
7. Regular Reviews: Audit organization/site list quarterly to remove inactive entries

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Site Analytics and Reporting

Leverage organizational structure for insights:

• Cross-Site Comparisons: Benchmark sites against each other
• Organizational Rollups: Aggregate metrics across all sites in an organization
• Regional Analysis: Compare performance by country or region
• Environment Trends: Identify if harsh environments lead to more issues

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Related Features

• Asset Management: Assets belong to sites within organizations
• User Management: Users are assigned to organizations and sites
• Alarms: Alarms are scoped to sites
• Recommendations: Recommendations are site-specific