How to Add a Designation

Adding a designation in App allows you to properly assign job titles or roles to team members in a project. This ensures that everyone in your site management or workplace safety team is accurately categorized within the system.
Designations are part of the Data Setup process — one of the key configurations that help structure your workspace efficiently.

Whether you’re an administrator setting up a new project or a safety officer managing personnel data, following these steps will help you create and organize designations effectively.

Step 1: Open Your Application and Choose a Project

Start by logging in to your account using your registered credentials.
Once you’re on the My Task page, you’ll see a list of available projects assigned to you. Select the required project that you want to configure.

💡 Tip: Make sure you have admin or data setup permissions for that project; otherwise, the “Data Setup” option might not be visible.

Step 2: Go to the Data Setup Menu

After selecting the project, navigate to the left sidebar and click on “Data Setup.”
The Data Setup section contains all the key configuration options used to define your project structure, including Roles, Designations, and other classification data.

Step 3: Select “Designation”

Within the Data Setup page, locate and select “Designation.”
This section lists all existing designations that have already been registered for the current project. You can review, edit, or delete them as needed.

Designations typically represent titles such as Site Engineer, Safety Officer, Project Manager, or Supervisor.

Step 4: Add a New Designation

To add a new designation, click the “+” button located at the bottom-right corner of the screen.
This opens the Register New Designation form.

You’ll be prompted to fill in a few key fields to define the new designation accurately.

Step 5: Complete the Designation Details

Here’s how to fill out the fields:

• Classification:
  Select “Site Management Team” as the default classification option (unless you’re adding a role under another category).
  Classifications help group designations logically within your organizational structure.

• Name:
  Enter the name of the designation — for example, Safety Coordinator, Electrical Engineer, or Project Admin.
  Make sure the name is clear and standardized to avoid duplicates.

• Type:
  Choose or enter the type of designation as required. This helps differentiate between similar roles that may belong to different work types or departments.

Once all fields are complete, click Save to finalize the registration.

Step 6: Verify the Newly Added Designation

After saving, your new designation will appear in the list.
Check that the information is correct — including spelling, classification, and type. If you need to make any changes, click Edit next to the designation name.

✅ Tip: Regularly review and update your designation list to ensure consistency across all projects and modules within App.

Why Designations Matter

Designations are more than just job titles — they define responsibilities, workflow permissions, and visibility in your environment. Proper designation setup ensures:

• Accurate reporting and dashboard analytics

• Clear accountability within safety and operations teams

• Easier assignment of tasks and responsibilities

By organizing your project data properly at the start, you minimize confusion and maintain professional, structured data management across the platform.

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