Site Groups Management

Organize sites into hierarchical groups for logical organization, simplified management, and efficient reporting across your organization.

Before You Start

Make sure you have administrator access to the system, understanding of your organizational structure, site names and information ready, and a plan for how you want to organize your sites hierarchically.

Site Groups Management

Site Groups provide a hierarchical organizational structure for grouping related sites. This allows for logical organization, simplified management, and efficient reporting across your organization.

Understanding Site Groups

Site Groups are logical containers that help organize your physical locations in a meaningful way:

Key Concepts

  • Hierarchical Structure: Create parent-child relationships between groups
  • Logical Organization: Group sites by region, department, or function
  • Flexible Assignment: Sites can belong to multiple groups
  • Unlimited Nesting: Create complex organizational structures

Site Group Properties

Each site group has specific properties that define its characteristics:

Basic Properties

  • Name: Descriptive name for the group
  • Parent Group: Optional parent site group for hierarchy
  • Status: Active or inactive state

Hierarchical Properties

  • Parent Groups: Can contain other site groups and sites
  • Child Groups: Sub-groups within parent groups
  • Sites: Individual sites assigned to the group
  • Nested Structure: Unlimited nesting levels supported

Creating Site Groups

Follow these steps to create effective site groups:

Step-by-Step Process

  1. Navigate to Site Groups: Go to Site Management → Site Groups
  2. Click Create Site Group: Access the creation interface
  3. Enter Group Details: Provide name and basic information
  4. Configure Hierarchy: Choose parent group if needed
  5. Assign Sites: Select sites to include in the group
  6. Save Group: Create the site group in the system

Best Practices for Group Names

  • Organizational Alignment: Use names that match your company structure
  • Geographic Identifiers: Include region or location information
  • Consistent Naming: Follow consistent naming conventions
  • Descriptive Names: Avoid overly generic names

Managing Site Groups

The site group management interface provides powerful tools for organization:

Tree View Interface

  • Hierarchical Display: Shows groups and sites in a tree structure
  • Expand/Collapse: Click to expand or collapse groups
  • Context Menus: Right-click for additional options
  • Drag and Drop: Reorganize structure by dragging items

Adding Items to Groups

  • Add Parent: Create a new parent group above current item
  • Add Same Level (Site Group): Create a sibling group
  • Add Same Level (Site): Add a site at the same level
  • Add Child (Site Group): Create a child group
  • Add Child (Site): Add a site as a child

Site Group Operations

Common operations for managing site groups:

Editing Site Groups

  • Access Edit Form: Open the group editing interface
  • Modify Properties: Update group name and details
  • Change Hierarchy: Modify parent-child relationships
  • Update Site Associations: Add or remove sites
  • Save Changes: Apply modifications to the group

Group Operations

  • Rename: Quick inline editing of group names
  • Move: Change hierarchical position
  • Delete: Remove group and all child items
  • Status Management: Activate/deactivate groups

Context Menu Options

Right-click context menus provide quick access to common operations:

Available Options

  • Add Parent: Create new parent group
  • Add Same Level: Create sibling groups or add sites
  • Add Child: Create child groups or add sites
  • Edit: Modify group properties
  • Delete: Remove group and contents
  • Move: Change hierarchical position

Hierarchical Structure Examples

Common organizational patterns for site groups:

Geographic Organization

Organization
├── North Region
├── Manufacturing
├── Factory A
├── Factory B
└── Warehouse
└── Office
├── Main Office
└── Branch Office
└── South Region
├── Distribution Center
└── Retail Stores
├── Store 1
├── Store 2
└── Store 3

Functional Organization

Organization
├── Manufacturing
├── Production Sites
└── Quality Control
├── Distribution
├── Warehouses
└── Retail Outlets
└── Administration
├── Corporate Offices
└── Regional Offices

Best Practices

Follow these best practices for effective site group management:

Organization Best Practices

  • Logical Grouping: Group related sites together
  • Consistent Naming: Use consistent naming conventions
  • Balanced Structure: Avoid overly deep or wide hierarchies
  • Scalable Design: Design for future growth and changes
  • Clear Purpose: Each group should have a clear purpose

Management Best Practices

  • Regular Reviews: Regularly review and update groups
  • User Access: Ensure appropriate user access to groups
  • Resource Allocation: Optimize resource allocation across groups
  • Performance Monitoring: Monitor group performance and usage

Important Notes

  • Site groups can have unlimited nesting levels
  • Sites can belong to multiple groups simultaneously
  • Deleting a group will remove all child groups and sites
  • Changes to group structure affect all associated sites
  • Consider dependencies before reorganizing groups

Quick Reference

  • Use descriptive names that reflect organizational structure
  • Create logical hierarchies that match your business needs
  • Regularly review and update group structure
  • Consider future growth when designing hierarchy
  • Use bulk operations for efficient management
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