Site Management

Site searching, creating and updating Site details

Searching and Viewing Sites

To search for existing Sites first click Sites from the navigation pane on the left. You can then use any one or a combination of the available search filter columns including Sites (Site name), Sites Type, Core Business, Phone (Site Work phone number), or Email (Site Work email address). Each filter will narrow the list of found Sites as soon as text is entered into them. When you have found the Site you are looking for, select it from the list to view its details.

Site Searching

Editing Site Details

After finding and viewing the selected Site you can also edit any of the available Site Details, add or view Attachments, and view their Job History by clicking the desired tab. Further usage of each tab is described below.

Site Editing

Site Details tab

This default tab displays all available Site fields.

Attachments tab

The Attachments tab will contain any relevant Site documentation and images.

Job History tab

This tab will list open and closed jobs that were logged by this Site. These jobs can be viewed and updated by clicking on them.

Saving Changes

Once you have made any changes to the person’s details, scroll down to the bottom and click the Save button.