Organisations
Track clients, sites, and contractors in one source so regional teams share the same context.
What Are Entities?
Entities represent any identifiable element in your organisation—clients, sites, departments, assets, and team members—all in one shared library.
Tour the entity workspace, build hierarchies, and link them to assessments so your team never starts from scratch.
Turn static reference data into reusable building blocks
Entities capture the real-world structure of your operations. Once configured, they prefill assessments, keep terminology aligned, and speed up every follow-up visit.
At a glance
- Represent clients, sites, departments, assets, or personnel in a single workspace.
- Prefill assessments with the right reference data instead of retyping it every time.
- Mirror your organisation’s hierarchy so teams see the context they expect.
4 simple steps
How entities stay in sync
Build an entity once, reuse it everywhere, and let Deciris maintain the relationships across your portfolio.
- 01
Create entities
Add clients, teams, equipment, or locations—each with the fields that matter to your workflow.
- 02
Organise with drag & drop
Arrange entities into hierarchies just like folders so everyone understands the structure at a glance.
- 03
Link to assessments
Select the relevant entities while building an assessment to automatically structure sections and tags.
- 04
Stay synced
Update entity details once and keep every linked assessment current without manual back-and-forth.
Where entities shine
Any team that runs recurring inspections or audits can anchor their workflow with entities.
Maintenance teams
Manage assets, components, and inspection history without juggling spreadsheets.
Safety audits
Link checklists directly to equipment or locations to surface the right risks instantly.
See entities in your workflow
Book time with our team to map your structure, import sample data, and explore tailored reporting.