Site Settings
Sites is the top level of organizing your Assets in the application. Sites allow you to group together assets, people and work orders that belong to a specific entity, in order to streamline which information is seen, and by whom.
Each Site can have multiple groups below it.
- SITE 1
- Group
- Group
- SITE 2
- Group
- Group
When managing teams in separate departments or buildings, it is important to differentiate what work belongs to them in a simple manner to avoid confusion and clutter. Sites can help you achieve this.
How to Create a Site |
- Go to SETTINGS > ADMINISTRATION > SITES
- Typically there is only a single Region. If more than one Region is showing, select the Region receiving the new Site
- Click the + button underneath Sites
- Enter the required information
- Site Name: Name of your Site
- Time Zone: Select the most appropriate global time zone
- Distance Unit: Determine how distance is measured at that location
- Metric (Kilometers)
- Imperial (Miles)
- Use Another Site’s Budget: Allows you to select another site that will be responsible for the maintenance expenses (not common)
- Reply To Email: Contact for this Site
- Click Save
Details of your new Site will now be displayed.
Site Details:
- Upload Image: If this division of your organization has its own logo it can be uploaded here
- Default Sales Tax: By default, uses the default sales tax established in your Company settings (SETTINGS > ADMINISTRATION > COMPANY)
- Primary Warehouse: Select the default warehouse for this site’s Inventory (see Warehouses below)
- Work Week – Days In Operation: Select which days of the week calendar-based PMs come due
- Default Revenue Budget: By default, uses the default sales tax established in your Company settings (SETTINGS > ADMINISTRATION > COMPANY)
- Custom Printable Work Order/Purchase Order/Inspection/Invoice: Overrides the default report and uses a custom report you can build in BI
Payable Address:
- Click in the Description box to add an address
- Select [+] Manage addresses
- Click edit (pencil icon) beside the Site Name OR select New Address to create a new entry
- Fill in required information (displayed in red)
- Click Save
Warehouses:
- Default warehouse will be displayed. Edit the existing warehouse name or create a new warehouse
- Click + to create a new Warehouse
- Enter Warehouse Name
- Purchasing Budget: Default budget for purchasing Inventory
- Replenishment Source: Determined if you restock these shelves through Inventory Transfers from Another Warehouse or order as needed through Purchase Orders
- Warehouse Manager: Select the primary contact for this Warehouse
- Delivery Address: determine if same or different from Billing Address
- Click Save
Use this feature to |
- Quickly segment your assets
- Streamline work orders to specific groups so that only relevant information is seen by your teams
- Ensure users only have access to the assets and work orders they need to see