Overview
A site is a way to organize your information on Salus into separate groups. Each site pulls together the data, documents, forms, and people connected to it, then displays them in one place. This gives you a focused view of everything relevant to that site without sorting through your whole account.
Sites matter because they keep related work together. Instead of searching across your entire organization, you open a site and see only what belongs to it. Each site also has its own dashboard that summarizes activity in real time.
Use sites when you want to separate work by location, team, or function and give the right people a clear view of their area.
What a site organizes
Each site brings together the following in one location:
- A site-specific dashboard that summarizes site activity in real time.
- Site-specific orientations.
- A list of workers with access to the site.
- A list of subcontractors and subcontractor workers with access to the site.
- Site documents.
- Forms submitted for the site.
- Site-specific QR codes.
- Site settings, including address, site details, and auto-emails.
Tip: Because everything on this list is tied to the site, you can hand a foreman or subcontractor a single site view instead of giving them access to your full account.
What a site can represent
Sites are flexible. You can set them up to match how your organization actually works. A site can be a physical location or a conceptual grouping. For example, a site can represent:
- A project location.
- An office location.
- A team.
- A sales function.
- An operations function.
The site dashboard
Every site has its own dashboard. It collects an overview of that site and updates in real time, so the activity you see reflects the current state of the site rather than a saved snapshot.
Frequently Asked Questions
Does a site have to be a physical location?
No. A site can be a physical location, such as a project or office, or a conceptual grouping, such as a team, a sales function, or an operations function. Set sites up in whatever way matches how your organization works.
Is the site dashboard live?
Yes. The site dashboard updates in real time, so it reflects current site activity rather than a saved snapshot.
Who can see a site?
Each site lists the workers, subcontractors, and subcontractor workers who have access to it. A site view shows information for that site only, so you can give someone access to a single site without opening your full account to them.
What is stored under a site?
A site holds its dashboard, orientations, worker and subcontractor access lists, documents, submitted forms, QR codes, and settings such as address, site details, and auto-emails.
Can I use sites to separate different projects?
Yes. Setting up one site per project is a common way to keep each project's documents, forms, and people apart while still seeing a clear overview of each one.
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