Inside a site

The site screen gathers everything the product knows about one place: what stands on it, where inside it, when it works, what is being done there and how well it is holding up. Open it by clicking a site on the sites register.

The header

The header shows the site’s code and name, whether it is active or closed, its company and business unit, city, timezone, and a health score out of 100 rolled up from the assets at the site. A site with no working week carries an amber no working week pill here too.

Button	What it does	Who sees it
Print label	Prints this site’s own label from the label studio	Anyone who may print labels
Edit	Opens the site form — the same fields as adding a site	Edit sites and calendars

Each tab carries a count where one makes sense — locations, working days, assets, open work orders, maintenance due, stores, people and files. A tab appears only where your organisation uses the module behind it: Assets with assets, Work Orders with work orders, Maintenance with maintenance planning, Health with reliability, Stores with inventory and People with workforce. The overview’s figures follow the same modules.

Overview

Four figures across the top, then the site’s own details:

Figure	What it shows
Assets	How many assets stand here, with the number of locations underneath
Open work	Open work orders here, with how many have been recorded in total
Maintenance due	Maintenance occurrences due inside the planning horizon, or how many are past due
Availability	The share of time the site’s assets were available over the last 12 months, or not rolled up yet if the nightly calculation has nothing to report

Below them are the site’s fields in the same groups as the form — identity, address, local conventions, who answers for it, and availability. If the site has no working week, a warning sits above the figures with a link straight to the Working week tab.

Locations

The location tree: every building, floor, line, room or bay at this site, nested as deeply as the site needs.

A location does not exist apart from its site — its code only has to be unique within the site, and its path begins with the site’s code — which is why locations are built here rather than on a separate register. Described in above the tree shows which location types this site actually uses and how many of each (“Room · 5”, “Building · 2”). One plant describes itself in buildings and floors, another in floors and rooms; both are correct.

Column	What it shows
Location	Name, indented under its parent
Code	The location’s code
Type	Its location type
Assets here	Assets filed directly at this location
In branch	Assets at this location and every location beneath it
(printer icon)	Prints this one location’s label

Print all prints a label for every location in the tree. Add a location opens the location form. A search box narrows a long tree.

Adding or editing a location

Field	What it means	Notes
Code	A short code for the location	Unique within the site. Leave it empty and one is assigned
Name	What people call it when giving directions	Required
Location Type	Building, floor, room, bay — how the place is described	From location types
Inside	The location that contains this one	Leave empty for a top-level area. This is what builds the tree — “Pump House” inside “Utilities Block”
Coordinates	Latitude and longitude in decimal degrees	Optional — only if the location is precise enough to be worth pinning
Primary Location Head	Who is accountable for everything that happens at this location	Approvals and escalations routed to the location’s head reach this person. Must have access to the location’s site
Active	Whether the location is in use	On by default. Turning it off stops new assets and work being filed here
Work may be filed here directly	Lets work and assets be filed at this location even though it has locations inside it	Off by default. Only read when your organisation has switched on filing at the last level only; without that setting, a location with anything inside it appears as a heading in the picker rather than a choice
Alternate Location Head(s)	Who else answers for this location when its head does not	Several people may be named; each must have access to the site

Creating locations needs the Create locations permission; changing them needs Edit locations.

Floor plans

Drawings of the site or of one building, with areas marked on them and coloured by what needs attention. See floor plans for uploading, marking areas and the colour rule.

Working week

Which days and hours count as working time at this site, and its holidays.

Every service level whose coverage is business hours is measured against these hours. SLA clocks pause outside them and on recorded holidays, and nothing is scheduled on a closed day — so a missing day or holiday makes work look late that is not. The Working week table lists each day with Opens, Closes and State (open, or closed all day). The times are the site’s own, read in the site’s timezone. Where your own clock differs from the site’s, the time on your clock is written under each one — “11:30 PM your time”, or “3:30 AM the next day your time” — so a site left on the wrong timezone shows at a glance: a site in the Gulf left on UTC would read as open until half past eleven at night to a reader in India. Click a row to change it. Add a day adds working hours for one or several days at once:

Field	What it means	Notes
Day of week	Which days these hours are for, chosen by name	Required. Tick as many as share the same hours; Mon–Fri and Sun–Thu tick a working week in one press. Days the site already has are left out of the list. Each day becomes a row of its own, so it can be changed on its own later; editing a row changes that one day
Closed all day	The site does not work this day	Nothing is scheduled and no SLA clock runs. Record closed days explicitly rather than leaving them out
Opens at	When the working day starts, in the site’s local time	Required unless the day is closed. Where your clock differs from the site’s, a line under the field follows what you type: “Site time (Asia/Dubai). That is 10:30 AM your time.”
Closes at	When the working day ends, in local time	Required unless the day is closed. Shows the same line

The Holidays table lists each holiday with its name and date. Add a holiday opens:

Field	What it means	Notes
Holiday Date	The date	Required. Each date may appear only once per site
Name	What the day is called	Required
Worked anyway	This site works through the holiday	Off by default. Use it for a holiday observed elsewhere in the organisation but not here

Changing the working week and holidays needs Edit sites and calendars.

Assets

Every asset at this site with Asset, Where (its location), Status, Criticality and Health out of 100. Click an asset to open it; Open the register opens the full asset register filtered to this site. An asset arrives here by naming this site on its own record.

Work Orders

Every work order raised at this site, open and closed, with Number, Title, Asset, Status, Priority, Due and Cost. Open the board opens the work order list filtered to this site.

Maintenance

Every maintenance plan occurrence due inside the planning horizon for assets at this site, with Plan, Asset, Due, Triggered by (calendar, meter or condition) and Work order — the job it raised, or not raised yet.

Health

How reliably the site’s assets have run over the last 12 months.

Figure	What it means
Available	The share of time assets were available
MTBF	Mean time between failures, in hours
MTTR	Mean time to repair, in hours
Rounds on time	The share of planned maintenance done on time, with the number of failures and emergencies underneath

Where the trouble is lists the assets doing the most damage to those numbers, with Failures, Hours down, Cost and Health — the same “bad actors” idea as Reliability, scoped to one place. The figures are rolled up overnight from work orders and asset status history, so a site with no closed work has nothing to measure.

Stores

The stores at this site.

Column	What it shows
Store	Name and code
Keeper	The storeman accountable for it
Bins	How many bins it has
Parts stocked	How many different parts are held in it
Negative rows	Stock rows below zero, waiting to be corrected by a count or adjustment

Without a store, work at this site draws its parts from somewhere else. Add a store opens:

Field	What it means	Notes
Name	What people call the store	Required
Store type	What sort of store it is	Main (default), satellite, van, tool room, quarantine or consignment. A van is stock a technician carries; quarantine holds what must not be issued; consignment is stock you hold but the vendor still owns
Location	Where in the site to find it	From this site’s location tree
Storeman	Who is accountable for what is on the shelves	Receives stock notifications for the store
Allows Negative Stock	Lets an issue go through when the system thinks the shelf is empty	Off by default. Convenient for a van; elsewhere it hides counting errors
Active	Whether the store is in use	Turning it off keeps everything recorded against it and stops it being offered for anything new

Adding stores needs Add parts, stores and bills of materials.

People

Based here lists technicians whose home site is this one, with Team, Open work, Overdue and Certifications (for example “1 expiring”). Somebody working here today from another depot is dispatched, not based, and appears on Dispatch instead. Open the workforce opens the technician list.

Files

The site plan, the fire certificate, the lease, the gate photograph. Choose a Kind (photo, nameplate, manual, drawing, certificate, report, receipt and so on), add an optional Caption, then Attach files or take a picture with Camera.

Activity and audit

Activity is the record’s timeline — every change in order, plus comments anyone who can see the site can read and add. Audit is the full field-level change history, written automatically and never edited; it appears only for people with Read the audit trail.

The sites register

Finding a site, adding one, and what the register flags.

Get started

Work

Maintenance

Assets

Sites

Inventory

Procurement

Workforce

Vendors and contracts

Finance

Property

Gatehouse

Analytics

Knowledge base

The field app

Release notes

The header

Overview

Locations

Adding or editing a location

Floor plans

Working week

Assets

Work Orders

Maintenance

Health

Stores

People

Files

Activity and audit

The sites register