The sites register

The sites register lists every place you operate, with how much stands on each one and whether each is ready to measure service levels against. Open it from Sites → All Sites in the navigation.

A site is a record in its own right rather than a setting, because every asset, work order, store, technician and service-level clock in the product belongs to one. Locations — the buildings, floors, lines and rooms inside a site — are built on the site’s own screen, not here. See inside a site.

The header

Item	What it tells you
sites	How many sites match the current search and filters
assets	The total number of assets across those sites. Shown only when every matching site fits on the page, so the figure is never the total of one page passed off as the whole
without a working week	Active sites with no working hours recorded. Amber when it is above zero
Export	Downloads what the list is currently showing, with the count on the button. Needs the Export the site register permission
Location types	Opens location types — the vocabulary a location tree is built from
Organisation	Opens organisation structure — the companies and business units a site belongs to
New site	Opens the site form. Shown only to people who may create sites (Create sites, buildings and departments)

The working-week warning

A site with no working week is flagged three ways: the header count, an amber row, and a banner above the table naming each one (“Greenville Site has no working week”).

Every service level whose coverage is business hours is measured against a site’s working hours. A site without them measures that promise against nothing at all, and nothing else in the product would tell you. A working week is not optional the way an address is — set it on the site’s Working week tab.

Columns

Column	What it shows
Site	The site’s name, with its code underneath. Click to open the site. A closed site’s name is greyed
Company	The legal entity that owns it, from organisation structure
Business unit	How the site rolls up for reporting
City	From the site’s address
Assets	How many assets stand at this site
Locations	How many locations are built under it
Open work	Open work orders at this site. A dash means none
Working week	How many days a week the site works (“6 day week”), or an amber not set when it has none

These columns are available under Columns but hidden by default:

Column	What it shows
Staff	Technicians whose home site this is
Holidays	Holidays recorded for this calendar year
Timezone	The site’s own clock
Site head and Alternate site head	Who answers for the site
Active	active, or closed for a site no longer in use
GST registration	Where your organisation works under India GST: the GSTIN goods leaving the site are sent under, or an amber choose one where more than one registration could apply and nobody has chosen

Custom fields your administrator has added to sites, and columns borrowed from related records, can also be switched on under Columns, along with when each record was created and last changed.

Searching, filtering and saved views

Search sites matches on the site name.
Filter filters on any column — text columns by what they contain, number columns by range, Active by yes or no.
Views saves the current filters, columns and sort as a named view you can come back to.
Columns chooses and reorders the columns.

See navigating lists for how these behave on every register.

Bulk actions

Tick the boxes at the start of each row, or Select all in the toolbar (a banner then offers to select every site that matches the filter, not just those on the page). A bar appears at the foot of the screen with:

Action	What it does
Edit in a grid	Opens the ticked sites as a spreadsheet, one row per site, so you can change several at once. It runs as an import, which is what gives it an undo, so it needs Import access
Print labels	Prints a label for each ticked site from the label studio — a gate, weighbridge or depot sign that a phone can scan to reach the site’s record

Adding a site

Click New site. When you save, the product takes you straight to the new site, because its working week and first locations are the next things to set up.

The same form opens from Edit on a site’s own screen.

Identity

Field	What it means	Notes
Code	The short code people use for the site, such as “DEL-01”. It appears on every list	Optional. Leave it empty and one is assigned from your numbering
Name	The full name of the site or depot	Required
Company	The legal entity that owns it	Chosen from your organisation structure
Business Unit	How the site rolls up for reporting	Chosen from your organisation structure. On an existing site, the form says how many people reach the site only through a grant on its business unit — moving it to another business unit takes it out of their reach
Files	Certificates, manuals, reports — whatever this site keeps	Optional attachments

Address

Field	What it means	Notes
Address line 1, Address line 2	Street address	Optional
City	The town or city	Shown on the register
Postal Code	Postcode or ZIP	Optional
Country	The country	Chosen from a list
State Province	State, province or county	Optional. Chosen from the provinces of the country above, so it stays disabled until the country is chosen
Coordinates	Latitude and longitude in decimal degrees	Used to place the site on a map and to work out travel time to it. Pick on the map or type them. If the map tiles cannot load (for example on a closed network), the boxes still work and Use a different tile server lets you point at another
Drawings	Site plans, layouts, single-line diagrams	Optional attachments. To mark areas on a drawing, use floor plans

Local conventions

Field	What it means	Notes
Timezone	The site’s own clock	Chosen from a searchable list of time zones, each with today’s offset beside it; an old name such as Asia/Calcutta still finds the current one. Due dates, shift patterns and SLA clocks are all read in it. Leaving it at UTC for a site that is not in UTC makes work appear late
Currency	The currency costs are entered in here by default	From your currencies
Locale	How dates and numbers are formatted for people working at this site
How a hire is counted	How hire periods are counted at this site	Leave empty to count hires the way the organisation does. Set it where this yard quotes differently

Who answers for it

Field	What it means	Notes
Site Head	Who is accountable for everything that happens at this site	Approvals and escalations routed to the site’s head reach this person. They must have access to the site themselves
Alternate Site Head	Who answers for the site when the head does not	Named separately on a workflow step, so a step that should reach both says both

GST

Shown where your organisation works under India GST.

Field	What it means	Notes
GST registration	Which GST registration goods leaving this site are sent under	Most sites need nothing here: the company’s registration in the site’s state is used

Planned maintenance

Shown where your organisation uses maintenance planning.

Field	What it means	Notes
Activity merge	Whether overlapping preventive maintenance schedules at this site are combined into visits	Off by default. When on, a weekly, monthly, quarterly or half-yearly round is skipped where a less frequent schedule for the same asset or place, location and work order type already visits it. A skipped round raises no work order and is listed in red in the activity creation summary. See rounds merged into a longer one

Availability

Field	What it means	Notes
Active	Whether the site is in use	On by default. Turning it off keeps the site’s history but stops new work being raised against it

The Edit form link at the top of the form appears for administrators. It opens the form studio, where your organisation can rearrange, relabel or extend the fields on this form — so your form may differ from the one described here.

Inside a site

The tabs on one site — locations, floor plans, working week, assets, work, maintenance, health, stores and people.

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

The working-week warning

Columns

Searching, filtering and saved views

Bulk actions

Adding a site

Identity

Address

Local conventions

Who answers for it

GST

Planned maintenance

Availability

Inside a site