Difference between revisions of "Site Maintenance"
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;Products | ;Products | ||
:Check the Products applicable to the Site. Products will be created and displayed for editing on the Products tab. | :Check the Products applicable to the Site. Products will be created and displayed for editing on the Products tab. | ||
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When Complete click '''Create Site''' to create the base Site Information and access to the General Site Maintenance tab. | When Complete click '''Create Site''' to create the base Site Information and access to the General Site Maintenance tab. | ||
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===Cloning a Site=== | ===Cloning a Site=== | ||
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Revision as of 17:44, 14 May 2019
Vewing and Adding Sites
As sites are created they will be stored in a tree view to the left. When you first enter site maintenance the tree view will be blank. To add a site see #Adding a Site, to clone an existing site see #Cloning a Site, to delete an existing site see #Deleting a Site. Click on a Site to view/edit. Clicking on another Site displays the new Site in the same relative screen position. If a change was made the 'Save changes to site?' prompt will display prior to moving to the new Site. This navigation enables quick review of Site information in a focused manner. Selecting Change How I View Sites will open the Configure Site View window: The default layout will be displayed in State\Field order. To select an available option click and drag it to the current view box. There is also an option to Add a Comparison from a field drop-down list that will use a comparison, of 'equals' (=) or 'not-equal'(<>), to any given value. |
Adding a SiteTo add a site select the Add button under the tree view. This will bring up the window to the left and required the following inputs.
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Cloning a SiteTo Clone a Site, select the Site to be cloned and click Clone. The following window displays:
Cloning to a disposal site will bring over all the same info but change the Site type, Class, and Status. This can be modified in the General tab. |
Deleting a SiteTo Delete a site, select the Site and click Delete. The following warning is displayed: If the site has no production behind it it will delete it. If it does you will have to do the override by entering the user_ref. |
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