Site Management Setup

Overview

The Site Management module is a powerful feature that enables you to organize and manage physical locations where inspections and tasks are performed. This comprehensive system allows you to create, organize, and maintain detailed information about all your operational sites.

Key Features

Creating Sites

Follow these steps to create and configure your first site:

Step 1: Access Site Management

1. Log into your Algus dashboard
2. Navigate to Sites in the main menu
3. Click the "Create Site" button

Step 2: Enter Site Details

Fill in the comprehensive site information form:

• Site Name: Choose a clear, descriptive name (e.g., "Main Manufacturing Plant")
• Description: Add details about the site's purpose and operations
• Physical Address: Enter the complete street address
• GPS Coordinates: Optionally add latitude and longitude for precise location tracking
• Contact Information: Site manager contact details
• Site Group: Assign to an existing group or create a new one

Step 3: Configure Site Settings

• Site Status: Set initial status (Active, Inactive, or Maintenance)
• Operating Hours: Define when the site is operational
• Timezone: Set the local timezone for accurate scheduling
• Site Type: Categorize the site (Manufacturing, Office, Warehouse, etc.)

Site Groups

Site groups help you organize multiple locations efficiently:

Benefits of Site Groups

• Logical Organization: Group sites by region, function, or management structure
• Common Settings: Apply shared configurations across multiple sites
• Simplified Reporting: Generate reports for specific groups
• Bulk Operations: Perform actions on entire groups at once
• User Management: Assign users to groups rather than individual sites

Creating Site Groups

1. Navigate to Sites → Groups
2. Click "Create Group"
3. Enter group name and description
4. Set group-level permissions and settings
5. Add existing sites to the group

Group Management Features

• Hierarchical Structure: Create nested groups for complex organizations
• Inheritance: Child groups inherit settings from parent groups
• Override Capabilities: Individual sites can override group settings
• Bulk Updates: Modify multiple sites within a group simultaneously

Site Status Management

Track and manage the operational status of your sites:

Status Change Workflow

1. Select the site from the sites list
2. Click "Change Status"
3. Choose the new status
4. Add a reason for the status change
5. Set duration (for temporary status changes)
6. Notify relevant team members

Site Assignment

Control who has access to each site and what they can do:

User Assignment Methods

• Individual Assignment: Assign specific users to sites
• Group Assignment: Assign entire user groups to sites
• Role-Based Access: Set permissions based on user roles
• Site-Specific Permissions: Customize access for each site

Permission Levels

Assignment Best Practices

• Start with Groups: Assign users to groups first, then assign groups to sites
• Use Role-Based Access: Leverage existing user roles for consistent permissions
• Regular Reviews: Periodically review and update site assignments
• Documentation: Keep records of site assignments and reasons
• Emergency Access: Ensure key personnel have access to critical sites

Advanced Features

Location Services

• GPS Integration: Automatic location capture during inspections
• Geofencing: Set virtual boundaries for site access
• Distance Calculations: Track travel between sites
• Map Integration: Visual site location on interactive maps

Reporting and Analytics

• Site Performance Metrics: Track inspection completion rates by site
• User Activity Reports: Monitor site access and usage patterns
• Geographic Analysis: Analyze data by region or site group
• Compliance Reporting: Generate site-specific compliance reports

Integration Capabilities

• Calendar Integration: Sync site schedules with external calendars
• Weather Integration: Include weather data for outdoor sites
• Resource Management: Link sites to equipment and resource tracking
• Document Management: Store site-specific documents and permits

Best Practices

• Consistent Naming: Use a standardized naming convention for all sites
• Regular Updates: Keep site information current and accurate
• Group Strategy: Plan your site grouping strategy before implementation
• Permission Audits: Regularly review and clean up user assignments
• Documentation: Maintain detailed records of site configurations
• Training: Ensure team members understand site management features

Common Issues and Solutions

Users Can't Access Assigned Sites

Check user permissions, site status, and ensure the user is properly assigned to the site or site group.

Site Groups Not Working as Expected

Verify group hierarchy, inheritance settings, and ensure no conflicting individual site assignments.

Location Services Not Functioning

Ensure GPS coordinates are properly entered and mobile devices have location permissions enabled.

Bulk Operations Failing

Check that all sites in the selection have compatible settings and that you have proper permissions.

Next Steps

Now that you've set up site management, you might want to:

• Create inspection templates specific to your sites
• Set up your team and assign them to appropriate sites
• Learn about task management for site-specific workflows
• Explore reporting features for site performance analysis