Setup: Sites - Notes
How to get there: Set Up | Sites | Notes Tab
This is used to store information that is important to the operation of the Site. The key areas for this are shown and
detailed below.
Screen Layout and Fields
|
Site Instruction |
Free format text information about the site. This information can be viewed by the employee through the Employee Portal, subject to the Security Function Role assigned to the employee. see Setup | Employees | HR Tab for more information about Portal Settings. Other clients use the Site Documents Tab to upload a PDF file that contains this information for access by Employees. see Setup | Sites | Documents Tab for more information |
|
After Hours Information |
Free format text information about contacting the site out of hours. Other clients use the Site Documents Tab to upload a PDF file that contains this information for access by Employees. see Setup | Sites | Documents Tab for more information |
The screen is controlled by the Timegate Web Security Function Role assigned to the user.
Screen Actions
|
Save |
Click to save site changes |
|
Delete Site |
Click to delete the site from the system. A confirmation pop-up will be shown confirming the deletion which will remove all duties for the Site from the system |
|
Refresh |
Click to revert to the unsaved state |
|
Site View |
Click to open the Site View screen for the site |
|
View Branch |
Click to open the Branch screen for the site |
|
View Customer |
Click to open the Customer screen for the site |
|
View Site Group |
Click to open the Site Group screen for the site |
|
View Site Budget |
Click to open the Site Budget screen for the site |
|
Site Events |
Click to open the Events Search for the site |