Change Site Details
Overview
After a site has been created, you can update its information at any time from the site's Settings page. This includes core details like the site name and address, supplementary information like emergency links and job numbers, and settings like the Private Site toggle and Geo Check-In.
The Settings page has three tabs: Edit Site, Details, and Auto Emails. This article covers Edit Site and Details. For Auto Emails, see the related article linked at the bottom of this page.
Getting There
- Click Sites in the left navigation menu.
- Click the name of the site you want to update.
- Click Settings in the site's left menu.
The Settings page opens on the Edit Site tab by default.
Edit Site Tab
The Edit Site tab contains the core site information set during creation. All fields here can be updated at any time.
Site Information
Private Site (toggle)
Controls who can see and access this site. When off, any worker in your company with the appropriate permissions can access the site. When on, access is restricted to workers explicitly assigned to this site.
Use it when: the site is confidential or should only be visible to a specific crew.
Site Name
The name workers and admins see throughout Salus.
Required.
Site Type
A dropdown that categorises the kind of work location.
Required.
Phone
A contact phone number for this site.
Optional.
Muster Point
The designated emergency assembly location for this site.
Optional. Use it when your site has a defined emergency meeting point.
Geo Check-In (toggle)
When enabled, workers are automatically checked in and out of this site based on their device's location. Workers do not need to manually scan a QR code or tap anything for check-in to occur.
Use it when: you want check-ins to happen automatically based on proximity, without requiring any action from the worker.
Site Address
Use the Search for location field to look up and auto-fill the address, or update the fields manually.
Address
The street address of the site. Required.
City
The city where the site is located. Required.
Country
The country where the site is located. Required.
Timezone
The timezone for this site. Salus uses this to record accurate timestamps for check-ins, form submissions, and other site activity. Required.
- Make your changes, then click Update to save.
Details Tab
The Details tab contains supplementary fields for internal tracking, emergency preparedness, and system integrations. All fields on this tab are optional.
- Click the Details tab.
Display Name
An alternate name for the site used in certain views or reports. If left blank, the Site Name is used.
Use it when: you want a shorter or client-facing name to appear in specific contexts.
Accounting System - Site Name
The site name as it appears in your accounting or payroll system. Helps reconcile Salus data with financial records.
Use it when: your company matches Salus data against an external accounting platform.
Job Number
Your internal job or project number for this site.
Use it when: your company tracks projects by a job number in a separate system.
Class
A classification field for grouping or categorising sites within your company.
Use it when: your company uses internal classification codes or categories for sites.
Description
A free-text field for any additional notes or context about the site.
Use it when: you want to add project scope, special instructions, or other relevant notes.
Phone
A secondary contact phone number for this site's detail record.
Optional.
Nearest Hospital Link
A URL linking to the nearest hospital's location or website. Workers can reference this in an emergency.
Use it when: your site is in a location where workers may not know the nearest emergency facility.
Nearest Clinic Link
A URL linking to the nearest clinic's location or website.
Optional.
First Aid Attendant
The name of the designated first aid attendant for this site.
Use it when: your site has a designated first aid attendant workers should know about.
Site Link 1, Site Link 2, Site Link 3
Three URL fields for linking to external resources relevant to this site, such as safety plans, project documents, or shared drives.
Use them when: you want to give workers or admins quick access to external documents or resources from within the site.
External ID
An identifier used to match this site to a record in an external system.
Use it when: your company integrates Salus with another platform that uses its own site identifiers.
External Name
The name this site is known by in an external system.
Use it when: the site name in Salus differs from the name used in a connected external platform.
Site Tag fields
Up to three site tag fields for grouping and filtering sites. The names of these fields are configured by your admin.
Use them when: you want to filter or report on sites by region, division, client, or another custom category.
- Make your changes, then click Update to save.
What Happens Next
Changes take effect immediately after you click Update. There is no draft or approval step. The updated information is visible to anyone who can access the site.
If you updated the Private Site toggle, the change applies right away. Workers who lose access will no longer see the site. Workers who gain access will see it immediately.
Frequently Asked Questions
What is the difference between Edit Site and Details?
Edit Site contains the core fields required to identify and locate the site: name, type, address, and settings like Private Site and Geo Check-In. Details contains supplementary fields for internal tracking, emergency information, and system integrations. None of the Details fields are required.
What does Geo Check-In do?
When Geo Check-In is enabled, Salus uses the worker's device location to check them in and out of the site automatically. Workers do not need to scan a QR code or take any manual action.
Can I change the site name after creation?
Yes. Update the Site Name field on the Edit Site tab and click Update to save.
I don't see the Settings option in the site menu. What's wrong?
You may not have the permissions needed to manage site settings. Contact your Salus admin to confirm your account has the correct access level.
What are the Auto Emails for?
Auto Emails let you set up automated emails that send when a site form is completed. You can configure the recipient, the trigger interval, and which forms are included. See the related article below for that workflow.
Related Articles