Sites module

A site is an area that includes multiple locations geographically close to one another. If this is your business case, you might need to set up the Sites module. Also, the security rounds functionality requires setting up sites.

To manage sites, go to the Define > Sites page that shows the sites list. You can fine-tune the list: to choose what site information is shown (for example, address, responsible manager) click Setting at the top of the page.

To edit the settings of a particular site, go to the Define > Sites > <Site name> page.

Requires

Site ID
The site identifier (generated automatically).
Site name
The name of the site.

General

External ID

The site ID for integration with other systems.

Site type

The type of site used for searching and filtering sites. To create a new type, click Edit.

Site group
The site group. Web users can be given rights to manage specific site group. For example, groups could be regions – North, South, East, West. It is then possible to report on individual regions (or all) and the regional managers can be given web user access to their data only. To create a new group, click Edit.
Comment 1
Site description for information purposes.
Comment 2
Site description for information purposes.
Icon
The site icon to display in the app (JPG or PNG file). The icon size depends on the phone model: 72x72 px suits most Android phones but other phones may require a different size.

Details

Site details. The information in this block doesn't affect any settings.

Settings

Geo-fence
Turn on the geofencing feature. Geofencing is used to track if the mobile device stays within location.
Site budget
The site budget for information purposes.
Radius

The site radius, in other words, the maximum distance to the site centre in meters when a mobile device is still considered to be at the site.

GIS
The position of the site centre: latitude and longitude (for example 63.506144,9.20091). You can also set the position by entering the address or choosing the site on the map.
Status name
The site status for information purposes. Statuses can be created on the Define > Status page.
Employee name
The name of the user related to the site.
Site colour
Colour of the site icon in Google Maps and the site highlight in reports.
Stock name
The stock linked to the location. Enter the stock ID or name.
Alarm email(s)
The email(s) to send the site-based alarms to.
Alarm phone(s)
The phone number(s) to send the site-based alarms to.