01What it is
New site is a shortcut in the Modules menu, shown to people who can edit sites. It opens the same form as the New site button on the site list.
A site is the top level of work: objects, projects, people and costs sit on it. The name and the base and store are required; equipment leaves from the base and material is issued from its store.
For a small job, Small site on the site list is quicker: one name and one save create a site, an object and a project, each of which you can rename separately later.
- FROM ANYWHERE
- A shortcut in the Modules menu.
- STARTING STATUS
- Planned, unless you choose another.
- CHECK-IN ZONE
- A radius from 20 to 5000 m, 150 m by default.
02What it is for
No list hunting
You create the site wherever you are.
Attendance on site
The address, coordinates and radius define the zone where staff check in.
Budget from the start
People with finance access enter the budget when creating the site.
Consistent dates
The deadline cannot precede the start, so overdue counters can be trusted.
03Main options
The quick action opens the same form as New site on the site list.
Name, customer, base, address and deadline
The name and the base and store are required. The site code cannot repeat within the company.
- Name, site code, customer and status
- Base and store, address, postcode and city
- Start, deadline and budget (with finance access)
- Check-in radius, latitude and longitude
- Description and note
One name, three levels
A window on the site list for small jobs.
- Name, customer, budget (with finance access) and deadline
- Three ordinary records are created: a site, an object and a project
- The site is In progress straight away
- After saving, the project opens
04Tasks step by step
- STEP 1Open the Modules menu and pick New site in the top row.
- STEP 2Enter the name, choose the customer and the base and store, and fill in the address and deadline.
- STEP 3Save. The site appears on the site list, and you attach objects on its card.
- STEP 1Open Modules › Sites and objects › Sites and choose Small site in the Actions menu.
- STEP 2Enter the name, choose the customer and set the deadline.
- STEP 3Click Create all three. The new site opens.
05Actions
What you do next with a new site.
New site
The New site form from the Modules menu.
Small site
Site, object and project in one save.
Check-in zone
Address, coordinates and radius in metres.
06What it connects to
Choose a module to see what sits on a site.
Sites
Full work with a site: card, objects, people, costs and statuses.
Go to the topicSitesProjects
Projects are the specific work in the site's objects.
Go to the topicProjectsAttendance
The site radius defines the check-in zone for attendance.
Go to the topicAttendanceCustomer list
The site customer is chosen from the customer list.
Go to the topicCustomer list