Overview #

Sites allow you to track and manage the data captured during inspections effectively. By associating each site with specific details such as location, customer/site number, or site manager, you gain the ability to filter your reports and actions by site. This enables you to drill down into site-based trends, facilitating more targeted analysis and decision-making.

Where to Access Sites #

Go to Settings → Sites.

👉 Sites are managed under the Organization section in Settings.

How to Create a New Site #

Step 1: Access Sites #

Go to Settings → Sites.

Step 2: Create Site #

Click Create

Step 3: Enter Site Details #

Provide the required information:

• Site Name
• Location
• Site No.

Step 4: Save Site #

Click Save to create the site.

👉 Use clear and standardized naming for easy identification.

How to Edit an Existing Site and Update Location Information #

Step 1: Open Sites

Go to Settings → Sites.

Step 2: Select Site

Choose the site you want to update.

Step 3: Click Edit

Use the three dots (⋮) menu, and select “Edit”.

Step 4: Update Details

Modify:

• Site Name
• Location
• Site No.

Step 5: Save Changes

Click Save

How to Delete a Site When It Is No Longer Required #

Step 1: Open Sites

Go to Settings → Sites.

Step 2: Select Site

Choose the site you want to delete.

Step 3: Click Delete

Use the three dots (⋮) menu, and select “Delete”.

Step 4: Confirm Action

Confirm the deletion.

👉 Deleting a site may affect related jobs or assets assigned to it.

How to Use Sites While Creating Jobs or Managing Assets #

Step 1: Open Relevant Module

Go to Jobs or Assets

Step 2: Select Site Field

While creating or editing, locate the Site field.

Step 3: Choose Site

Select the appropriate site from the dropdown.

Step 4: Save

Click Save

👉 This helps map activities and assets to specific locations.

How to Assign a Site to a User While Creating or Updating User Details #

Step 1: Open Users Module

Go to Users from the sidebar.

Step 2: Create or Select User

Click Create User to add a new user
OR
Select an existing user from the list

Step 3: Locate Site Field

In the user form, find the Site dropdown.

Step 4: Select Site

Choose the appropriate Site from the list.

👉 This ensures the user is associated with the correct location.

Step 5: Save User

Click Save to apply the changes.