How do I add, edit and link Sites in the Admin Portal?

To add and edit sites

To add a site:

1. Go to 'Administration – Sites & Site Groups - Sites'.
2. Click on the green 'Add' button to open the 'Add Site' form.
3. Provide a site name, a description (e.g. location details), stipulate if the site status is archived or not, set the default timezone, and add an address. 
4. Click 'Save'.

When adding a 'Site location', you can use the 'Lookup address' button to search the location and then click 'Use address' and the details will be filled out automatically.

To edit a site:

1. Go to 'Administration – Sites & Site Groups - Sites'.
2. Find the site in the table and click on a row to open the site details form.
3. Select 'Edit' from the 'Options' menu in the top right corner to open the site details page.
4. Change the details as required.
5. Click 'Save'.

You can view, edit and add or link other records associated with the site by clicking on the tabs below the site details.

• Completed checklists allocated to that site
• Available checklists allocated to that site
• Site groups that the site belongs to
• Users allocated to that site
• Site managers allocated to that site
• The change history of the site record

To link a checklist, user or site manager to a site:

You can link a checklist, user or site manager to a site in the tabs below the site table.

1. Go to 'Administration – Sites & Site Groups – Sites'.
2. Click on a row in the main record table to open the site details page.
3. Click the tab for the type of record you are looking to associate with this site. The corresponding table will appear below the tab.
4. Click the green 'Link' button and select the name(s) of the record(s) you’d like to associate with the site.
5. Click 'Save'.

• Field users need to be linked with and granted access to a site before they can complete checklists for that site. You can also do this in 'Users'.
• A checklist must be linked to a site for field users to be able to complete it.
• Site managers can be linked with sites to receive notifications and access checklists in workflow steps.

To view completed checklists for a site:

You can view checklists completed at a specific site in the 'Completed Checklists' tab.

1. Go to 'Administration – Sites & Site Groups - Sites'.
2. Click on a row in the main site record table to open the site details page.
3. Click the 'Completed Checklists' tab. The completed checklists table will appear.
4. Click on a row to view the details of a completed checklist.

To link a site to a site group:

You can make a site part of a site group by linking it in the 'Site Groups' tab.

1. Go to 'Administration – Sites & Site Groups - Sites'.
2. Click on a row in the main record table to open the site details page.
3. Click the 'Site Groups' tab. The site groups table will appear below the tab.
4. Click the green 'Link' button and select the name(s) of the record(s) you’d like to associate with the site.
5. Click 'Save'.

Learn this next... 

How do I archive and delete Sites in the Admin Portal?