Getting Started with Site Management

Getting Started with Site Management

The Site Management module provides comprehensive functionality for managing physical locations, sites, and site groups within the organization. It enables administrators to create, organize, and manage sites in a hierarchical structure, assign users and resources to specific locations, and control access and operations based on site assignments.

Accessing Site Management

To access the Site Management interface and start managing your organization's sites:

Navigation Steps

1. Navigate to Sites Section: From the main menu, click on the "Sites" section
2. Access Site Management Interface: You'll be taken to the site management interface
3. Create and Manage Individual Sites: Start by creating your first site
4. Organize Sites into Hierarchical Groups: Group sites logically for better organization

Site Management Interface

The Site Management interface provides a comprehensive view of all sites and site groups in your organization:

Site List View

The main interface displays all sites in an organized table format:

• Site Table: Display all sites in a data table format
• Status Indicators: Visual status representation for each site
• Action Buttons: Create, edit, delete, and status toggle operations

Site Management Components

The Site Management module consists of several key components that work together to provide comprehensive site management capabilities:

Individual Site Management

Manage individual sites with complete control over their properties and operations:

• Site Creation: Create new sites with unique names and properties
• Status Management: Control active/inactive site status
• Validation: Required field validation for site creation
• Default Assignment: Automatic assignment to default site group

Site Properties

Each site has specific properties that define its characteristics:

• Name: Site display name and unique identifier
• Status: Active or inactive state
• Creation Date: When the site was created
• Last Updated: When the site was last modified

Site Operations

Perform various operations on sites to manage them effectively:

• Create Site: Add new sites to the system
• Edit Site: Modify existing site information
• Delete Site: Remove sites from the system
• Status Toggle: Activate or deactivate sites

Site Group Management

Organize sites into logical groups for better management and access control:

Hierarchical Organization

Create a flexible hierarchical structure for organizing sites:

• Parent Groups: Top-level site groups
• Child Groups: Sub-groups within parent groups
• Nested Structure: Multi-level hierarchical organization
• Flexible Hierarchy: Unlimited nesting levels

Group Properties

Each site group has specific properties for organization:

• Group Name: Unique identifier for the group
• Parent Group: Parent group assignment
• Status: Active or inactive group status
• Site Assignment: Sites assigned to the group

Getting Started Checklist

Use this checklist to ensure you've set up your site management properly:

• ✅ Access the Sites section from the main menu
• ✅ Create your first site with proper naming
• ✅ Set up site groups for organization
• ✅ Assign users to appropriate sites
• ✅ Configure site status and permissions
• ✅ Test site-based operations
• ✅ Review site hierarchy and organization

Next Steps

After completing the basic setup, you can explore more advanced features:

• Individual Site Management: Learn about creating and managing individual sites
• Site Status Management: Understand site status control and validation
• Site Group Management: Organize sites into hierarchical groups
• Site Assignment and Relationships: Manage site assignments and relationships