How to Configure Source Materials

Step 1: Log Into the EHS-Dashboard and Navigate to Sources

1. Log into the EHS-Dashboard.
2. Navigate to the Admin section.
3. Select Data Sources -> Metrics & Materials.  This will take you to the Sources list.

Step 2: Create Individual Source Materials (Recommended for 1–3 Chemicals)

If you are configuring a small number of materials, create them individually.  For detailed field-level instructions, refer to the How to Configure a Source Material Help Guide.

1. Click + ADD NEW -> Material. 

   

2. Enter the required material information including: 

   1. Facility Association

   2. Part Number

   3. Material Name

   4. Purchase Units of Measure

   5. Density/Specific Gravity

   6. Ingredients (CAS numbers, % and chemical groups)Enter the required material information, including:

NOTE: Ensure naming conventions are consistent to prevent duplicate records.

    3. Click Save

Step 3: Use Bulk Upload for Multiple Materials (Recommended for Larger Sets)

If configuring more than a few materials, use the Bulk Source Material Configuration process.

1. Download and populate the Materials Create Template

2. Download and populate the Constituents Setup Template to associate constituents with materials
3. Upload the completed files into the system.

Refer to the following Help Guides for step-by-step instructions:

Step 1 of Bulk Source Material Configuration: How to Import a Materials Create Spreadsheet

Step 2 of Bulk Source Material Configuration: How to Import a Constituents List

Step 4: Attach the Safety Data Sheet (SDS)

After creating and saving the material record, reopen the material form and:

1. Click the paper clip icon next to the Part Number field.

2. Upload the SDS file.

3. Enter a clear and specific document name.

4. Click Upload.

5. Once the SDS is attached to the record, scroll to the bottom of the material form and click Save.

Step 5: Save and Verify Material Records

After creating or importing materials:

1. Confirm each material appears in the Source Materials list.

2. Verify units of measure and required fields are correct.

3. Confirm the SDS is properly attached to the material record.

4. Review for duplicates or inconsistencies.

Outcome

Once configured, Source Materials are available for chemical tracking, usage entry, waste association, and reporting workflows within the EHS-Dashboard.