Adding a designation<\/strong> in PEER 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. Whether you\u2019re 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.<\/p>\n Start by logging in to your PEER<\/strong> account using your registered credentials. \ud83d\udca1 Tip:<\/strong> Make sure you have admin or data setup permissions for that project; otherwise, the \u201cData Setup\u201d option might not be visible.<\/p>\n<\/blockquote>\n After selecting the project, navigate to the left sidebar and click on \u201cData Setup.\u201d<\/strong> Within the Data Setup page, locate and select \u201cDesignation.\u201d<\/strong> Designations typically represent titles such as Site Engineer, Safety Officer, Project Manager, or Supervisor.<\/em><\/p>\n To add a new designation, click the \u201c+\u201d button<\/strong> located at the bottom-right corner of the screen. You\u2019ll be prompted to fill in a few key fields to define the new designation accurately.<\/p>\n Here\u2019s how to fill out the fields:<\/p>\n Classification:<\/strong> Name:<\/strong> Type:<\/strong> Once all fields are complete, click Save<\/strong> to finalize the registration.<\/p>\n After saving, your new designation will appear in the list. \u2705 Tip:<\/strong> Regularly review and update your designation list to ensure consistency across all projects and modules within PEER.<\/p>\n<\/blockquote>\n Designations are more than just job titles \u2014 they define responsibilities, workflow permissions, and visibility<\/strong> in your PEER environment. Proper designation setup ensures:<\/p>\n Accurate reporting and dashboard analytics<\/p>\n<\/li>\n Clear accountability within safety and operations teams<\/p>\n<\/li>\n Easier assignment of tasks and responsibilities<\/p>\n<\/li>\n<\/ul>\n By organizing your project data properly at the start, you minimize confusion and maintain professional, structured data management across the platform.<\/p>\n
Designations are part of the Data Setup<\/strong> process \u2014 one of the key configurations that help structure your PEER workspace efficiently.<\/p>\nStep 1: Open Your PEER Application and Choose a Project<\/h2>\n
Once you\u2019re on the My Task<\/strong> page, you\u2019ll see a list of available projects assigned to you. Select the required project<\/strong> that you want to configure.<\/p>\n\n
Step 2: Go to the Data Setup Menu<\/h2>\n
The Data Setup section contains all the key configuration options used to define your project structure, including Roles, Designations, and other classification data.<\/p>\nStep 3: Select \u201cDesignation\u201d<\/h2>\n
This section lists all existing designations that have already been registered for the current project. You can review, edit, or delete them as needed.<\/p>\nStep 4: Add a New Designation<\/h2>\n
This opens the Register New Designation<\/strong> form.<\/p>\nStep 5: Complete the Designation Details<\/h2>\n
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Select \u201cSite Management Team\u201d<\/strong> as the default classification option (unless you\u2019re adding a role under another category).
Classifications help group designations logically within your organizational structure.<\/p>\n<\/li>\n
Enter the name of the designation \u2014 for example, Safety Coordinator<\/em>, Electrical Engineer<\/em>, or Project Admin<\/em>.
Make sure the name is clear and standardized to avoid duplicates.<\/p>\n<\/li>\n
Choose or enter the type of designation as required. This helps differentiate between similar roles that may belong to different work types or departments.<\/p>\n<\/li>\n<\/ul>\nStep 6: Verify the Newly Added Designation<\/h2>\n
Check that the information is correct \u2014 including spelling, classification, and type. If you need to make any changes, click Edit<\/strong> next to the designation name.<\/p>\n\n
Why Designations Matter in PEER<\/h2>\n
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