A Site identifies a location where you work. Use it to keep practical instructions and related Projects together.
1. Create a Site
- Open Sites and choose New site.
- Enter the Site name and address.
- Review the associated Customer and contact information.
- Add access instructions or notes that help the people attending.
- Save and open the Site.
Check the address against the actual work location. A Customer’s billing address can be different.
2. Read the Site record
Use Overview for access instructions, notes and contact details. Open Projects for the work at the location and Certificates for linked records.
Edit the Site through Site settings. Save any changes and inspect the result.
3. Add work at the Site
Use the Project creation action from the Site’s Projects section. Review the carried-forward Customer and Site before saving, then add the attendance as a Visit on the Project.
Changing a Site address is not a substitute for reviewing an existing Visit’s booked location.
4. Archive when appropriate
Archive a Site when it should leave active lists. Existing work and links remain. Use the archived filter when you need to find it again.
If access is missing
Check the selected Business and Site filters. A record linked to several Sites can require access to all of them. Ask the administrator to review access rather than removing a correct Site link.