Facility Type

Facility Type

User Guide: Facility type Module for Risk Assessment Application

Welcome to the Facility type Module of our Risk Assessment application! In a Risk Assessment, a Facility Type refers to the categorization of physical locations or operational units based on their function, purpose, or regulatory requirements.

This guide will walk you through the functionality and capabilities of the Facility types in detail.

Facility type categorization helps standardize the compliance tracking and reporting processes, as different facility types may be subject to varying laws, regulations, and internal policies.

What is Facility Type?

Facility Type refers to the classification of facilities or physical locations within an organization based on their function, size, criticality, and operational role. This helps in standardizing assessments and applying relevant risk controls.

Purpose of Facility Type in Risk Assessment

• To categorize facilities for consistent risk analysis.
• To apply tailored controls and mitigations based on facility nature.
• To improve accuracy in Physical Security, Environmental, or Operational risk evaluations.
• To simplify reporting by grouping similar types.

Examples of Facility Types

How to create a Facility type in Risk Assessment:

Creating a Facility type is straight forward process, the below steps followed by screenshots will guide you how to create a facility type.

1. Landing into Facility type screen:
2. Navigate To Facility on Main Menu and will get a Drop down Having Facility(S), Facility types and Region(s) Modules.
3. Click on Facility Types, It will Take you to The Facility type page.
4. Click on Add Facility type Button on the Top Left

1. Fill The Required Details to create Facility type
2. Facility type: Here we can enter the name of the Facility type, for example: “General”. And here facility type is mandatory field, we can’t skip it to create a facility type and we can enter any Text like Alphabets, numbers Alphanumeric, special characters and everything. Make sure it should accept till 255 characters.

1. Criticality: Select a criticality value from the drop down.

Criticality Level in Facility Type refers to the importance or priority assigned to a specific type of facility based on its operational, financial, regulatory, or safety significance

Here when we click on Criticality drop down, it will show you the available levels based on the settings we made in customize fields. The no. of criticality levels can be customizable and from there we can select any level as we need

In general we have 10 levels maximum; we can enable from them how many we want.

1. Description: Here We can Describe the complete information of a facility type., Enter the text it can be any alpha numeric and make sure it should not cross 3000 characters max.
2. Save the Facility Type:
3. After filling all the details click on save button which is present at the Right bottom to create the Facility Type.
4. Mapping Facility Type to Questions: We need set of questions to do the survey in facility level, so the facilities under this facility type will get the questions only when we map the facility types to questions.
5. When click on save button, you will get a pop up called Map Facility Type says that “Do you want to update this facility type all existing questions?” with Yes or No buttons.
6. And you can use this Map questions feature by clicking Map questions icon in Actions column

1. When you select “No” the facility type can be created without mapping to any existing question.
2. And if you select “Yes”, It will display a question category drop down to select to which category questions you need to map.
3. Click on that categories Drop down and select categories, it is multi selection you can check more than one or you can select all by selecting select All check box.
4. Click on submit button to create the facility and map to selected category questions.
5. Make sure that if you not select any category and click on submit, it will create the facility type and automatically map to all categories questions in the application.
6. You will get a confirmation message as your facility type saved successfully and you will navigate back to the Grid which contains your facility type.

Edit Facility Type

We can edit or view the facility type details by clicking on Pen icon in Actions column or by clicking View details icon in 1^st column in the Facility type grid.

We can edit the Facility name, description and Criticality value at any time and in N no. of times by adding changes into the fields and clicking the save button.

Name and Description will update immediately to entire application where you are having Facility type information.

How to update the criticality level to existing assessments.

And when you going to update criticality level from edit facility type screen, select the level and click on save. It will display a pop up to say “Do you want to update this to all existing assessments” with Yes or No buttons.

If you select yes, it will update all existing assessments which are having this facility type

And if you click No, the changes will be saved only at facility type level, it won’t update to existing assessments and if you create new assessment by using this facility type the changes will be update there.

You can create a new facility type from edit facility screen, by clicking on the Add new facility type button at the top right of edit facility type screen.

How to Delete Facility Type:

1. We can delete the Facility type by clicking on Delete icon in Actions column and also by clicking Delete button in edit facility type page.
2. You will get Facility type Deleted Successfully message once you delete it, the record will be removed from the grid.
3. Make sure if the facility type already mapped to any Questions, then you can’t delete that facility type until you remove the mapping and it will display the alert message as Facility type already in use please remove mapping by clicking the delete button.

How to search the specific Facility type from the Grid

1. You can get the specific record from the grid by using search field and also from the Filter feature as shown below.

1. We can filter the records by using facility type, description and criticality values
2. You can get the data by clicking Run button in filters drop down and also you can create your customized filter by using save button.
3. And the created filters will display in select filter field you can select them any time to get your customized data and the filters can be edit and delete any time and you can get whole data by clicking cross mark at the select filters filed.

1. And also you can make your filter as default filter by selecting default check box while saving the filter. so every time when you open the facility type page, it will display only Default filter data.

1. You can sort Table data by using all 3 columns (Facility types, Description and criticality levels)., once you apply sorting with any column, the records will display in ascending order like below

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1. You can get all the facility type details into excel data by clicking export icon at the Top right. And also you can Hide or see the columns by clicking See/Hide columns data icon beside the export icon.

Q1. Can I assign multiple types to one facility?
A: Most systems allow only one primary type per facility. Use tags or custom fields if multiple roles apply.

Q2. What if I can’t find the right Facility Type?
A: Contact your admin team to add new types in the master list.

Q3. Can I export Facility Type data?
A: Yes. Go to Reports > Export > Facility Register.

Tips for Effective Use

• Keep facility types broad but meaningful (avoid too many niche categories).
• Regularly review and update the list of facility types.
• Use facility types to tailor assessment templates for more accurate risk evaluations.
• Link facility types with business impact analysis (BIA).

Events: Events or logs are the excellent features in applications for tracking and auditing user activities and system operations. They provide a detailed record of actions performed, helping to ensure transparency, traceability, and compliance. Here's an overview:

Purpose of Events

1. Action Tracking: Record user actions such as creating, updating, or deleting records.
2. Audit Trails: Maintain a history of changes for compliance and accountability..
3. Performance Analysis: Log metrics to analyze application performance and usage.
4. Security: Detect unauthorized access or suspicious activities.

User Activities

• • Login/logout events.
  • Data creation, modification, or deletion.
  • Accessing sensitive modules or information.

Benefits of Events/Logs

1. Improved Troubleshooting: Quickly identify issues by analyzing error logs.
2. Compliance Support: Meet regulatory requirements by maintaining detailed audit trails.
3. Enhanced Security: Detect anomalies such as unauthorized access.

How to get the Events in facility type module?

1. Open Facility types
2. Click on events Dropdown at the Bottom Left of the screen.
3. It will show you the all captured events for the Facility type Module.
4. This feature will show you the Events table along with filters option, search, sort and export options.

Events Table is having the following columns

1. Action Performed
2. Performed By
3. Module
4. Action date
5. Action Info and
6. View details columns

Action Performed: It will describe what action could be performed

Performed By: It will display the user mail Id who performed the action.

Module: The part or section of the application where the action occurred

Action date: It tells about the Timestamp the exact date and time of the event.

Action Info: It tells about the Facility type, which facility type is effected for the update.

View Details: When you click on this icon, it will display complete information of the action, like create, update and delete with detailed information like what is the before change of the facility type and what is after change of the facility type and which field is effected under that facility type.

You can get the Specific log by search the record or filter the record by using filters and search field.

Filter feature give you the all column options to get the exact record.

You can save the filter for future purpose or you can run the filter for the temporary result

You can save the filter as default filter, so that every time when you open the events, only default filter records will display here.

You can download the all logs data into excel sheet, there you see, what is the before change and what is the after change.

You have sorting feature also in events, you will get the each column data in sorted order like in ascending order when you use the sorting feature.