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PlanTRAK Onboarding Form

COMPANY NAME

Please write your company's name exactly as you would like it to appear in PlanTRAK.

COMPANY STRUCTURE

Use the fields below to describe your company's organizational hierarchy.
For example, if the lowest-level locations in your company are called 'Facilities', enter 'Facility' here.
For example, if your lowest-level locations are organized into 'Divisions', enter "Division" here.
If your company structure does not have more than two levels, then leave this field blank.
Lowest-level locations can be further organized into different types, and certain users can then be given access to all locations of a given type. Enter the name for your 'types' here.

LIST OF LOCATIONS

If you have multiple facilities at one physical location (for example, a finishing process and packaging facility), and these facilities will be using different management plans, they should be entered separately.

COMPLIANCE AREAS

Compliance Area inidactes the general area of environmental compliance into which a task might fall. Our standard list is provided, but you should modify the list to fit your own EHS program needs.

TASK TYPES

Task Type is a description of the activity required to complete an event. Again, our standard list is provided, but you should modify the list to fit your own EHS program needs.