An individual site refers to a site that’s been created as an entity to organize your data. A site can be linked to a view or a window to the data that’s been categorized as part of the site. Data on the platform is stored in the same central place, but is linked to this view. This means that the same document, form, worker, subcontractor etc, can be referenced on multiple sites.
To access a site:
- On the main menu, click Sites.
2. Search for your desired site, and/or select the site you wish to view.
The Dashboard for the site appears, and the menu bar changes to reflect the navigation for your specific site.
Tip: To go back to the main Sites menu on the menu bar click on "Back To Home".
Interface
Site Features
- Dashboard
Shows panels of essential information for the site which includes Weather for the day, number of Submitted forms with a count that tracks the total submitted forms for the month, week and today, Number of Workers with the Total On-site (for the day), and the number Active On-site. - Workers
Shows a list of workers assigned to the site by Name, Company, Last Check-In, Check-out, and Status. This view is best to see the list of workers currently logged in on the site by their Status. To add workers to a site, click the Add Workers.
Note: A worker must already have a profile set up on the platform to be added to a site. For more information see Add a worker, and Add worker to site.
- Subcontractors
There are two tabs available:- The Dashboard tab provides key information for your site’s subcontractors. This includes the numbers for the day of the following: Workers on Sites, Subcontractors on Site, Submitted Forms, and a graph of submitted forms by subcontractors for the day and workers for the day. The panels of information also show the number of Current Workers, and Current Subcontractors, as well as the total number of All Time Submitted Forms. Note: This view reflects essential information and cannot be customized.
- The Company's tab shows a list of the subcontractor companies who you’ve assigned to the site.
- Documents
Shows the list of documents assigned to the site. To perform document actions and manage documents, you would do so at the Company level rather than the site specific level here. For more information see Documents. - Forms
Shows the list of submitted forms from your workers that are assigned to the site. This is a view that allows you to see the submitted forms for the site in one place, to see the details, click into the form. To manage forms, you would do so at the Company level rather than the site specific level here. For more information see Forms. - QR Codes
Shows a list of QR Codes assigned to the site. For more information see QR Codes. - Settings
There are three tabs available:- Edit Site tab: Provides fields to edit Site Name and base information including site address. Note: This is only available if you’re the owner/creator of the site.
- Details tab: Provides fields for you to enter the site’s Accounting Name, Job Number and Class etc. Note: This area is available for the purposes of including your own naming conventions if your company didn’t create the site.
- Auto Emails tab: Shows a list of recipients who receive notifications which are triggered when specific conditions are met for selected documents or forms. To add a recipient to email notifications, click +Add Email. To edit or delete a recipient, hover over the recipient, and click Edit or Delete .
- Back To Home
Takes you out of the site specific navigation, and navigates you back to the main menu to the company wide navigation.