Add your sites
A site is a place where your equipment lives: a nursing home, an assisted living building, a branch. Each item is recorded at one site, so you can see everything at a facility in one list.
Only admins can add and manage sites.
Add a site
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Go to Sites and click Create site.
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Enter a Name. Use the name your team actually says, like "Maple Grove Care Center".
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Search for the address. If it doesn't come up, choose Enter address manually.
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Pick a Collection if you group your sites.
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Under Roles, fill in who's responsible there (more below).
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Click Create site.
Import a list of sites
On the Sites page, open the ⋯ menu and choose Import. Your CSV file can have a name, description, street, city, state, postal code, country, and collection. Only the name is required.
Import your sites before your items. An item import can only point at a site that already exists.
Roles: who to call at each site
Roles are the jobs you need filled at every facility, like "Director of nursing" or "Route tech". Set them up once under Settings, then Roles, and tick Required on every site for the ones that must always be filled.
At each site, fill a role with someone on your team or an outside contact with a name, email, and phone. The Roles page shows how many sites have each one filled, so gaps are easy to spot.
The site page
Click a site to open it.
| Tab | What's in it |
|---|---|
| Info | Name, address, collection |
| Contacts | The people you deal with there |
| Roles | Who fills each role |
| Items | Every item recorded at this site |
| Activity | What has changed and when |
The Sites page also has a map view. Use the toggle at the top.
Deleting a site
You can only delete a site with no items and no tickets on it. Move its items to another site first. Deleting a site can't be undone.