You can add sites from the Admin section of the system, located under Tools.
PLEASE refer to the notes below the video.
- Click on Tools in the side menu.
- Click on Admin in the side menu.
- Click on the PLUS sign in the Sites Table.
- Enter the new State or Site name and click SAVE.
“General” is the default setting and all contractors and suppliers when added are set at default.
Sites drive a lot of functions in the system. Contractors, Trainees, Customers and Users can be allocated to Sites. Users can view specific site contractors and run reports.
NOTE: Sites allow for reporting, so please use the Site and Departments to set up your structure for reporting.
STATES / SITES: Use sites to set up the States (IE Victoria), then add additional sites for locations with that state. (IE Victoria – Site 1) This will allow you to report by State, Site and Department).
ALLOCATION: You can then allocated Contractor, Customers, Users and Trainees to states and site within those states.