Managing Sites

Sites represent the physical locations your organisation manages. Every asset belongs to a site, and users can be assigned to specific sites to control their access.

Creating a site

1. Navigate to Sites from the main menu
2. Click Create Site
3. Fill in the site details:

Field	Description
Name	The site name (e.g. "Main Warehouse")
Address	Street address
Postcode	Postal code
Contact Name	Primary contact for the site
Contact Phone	Contact phone number
Contact Email	Contact email address

4. Click Save

Editing a site

1. Go to Sites and click on the site you want to edit
2. Click Edit
3. Update any details and click Save

Site contacts

Each site has a primary contact person with name, phone, and email. This is typically the site manager or facilities contact — the person responsible for day-to-day operations at that location.

Deactivating a site

If a site is no longer in use, you can deactivate it rather than deleting it. Deactivated sites:

• No longer appear in active site lists
• Retain all historical data (assets, checks, defects)
• Can be reactivated later if needed

WARNING

Deactivating a site does not affect the status of assets at that site. You should update asset statuses separately if equipment is being relocated or disposed of.

Viewing site details

The site detail page shows:

• Site information and contact details
• Locations within the site
• Assets at the site
• Overall compliance status

Required permissions

Action	Minimum role
View sites	Operator
Create sites	Site Manager
Edit sites	Site Manager
Delete sites	Site Manager