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Inactive Sites Configuration Guide

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Written by Support
Updated over 2 months ago

Overview

Sites with end dates in the past are automatically marked as inactive and hidden from day-to-day operations while preserving all historical data.

Key Concepts

  • Inactive Sites: Sites with end dates in the past

  • Active Sites: Sites without end dates or with future end dates

  • "(Inactive)" Labels: Visual indicators throughout the system

  • Archived Sites Toggle: Interface control to view inactive sites

Setting Site End Dates

Basic Process

1. Go to Sites Module β†’ Select site β†’ Site Details

2. Enter Start Date and End Date

3. Confirm through the double confirmation dialogue

4. The Site automatically becomes inactive when the end date passes

Key Rules

  • End dates can only be set to today or future dates

  • Double confirmation required to prevent accidental closure

  • Site contacts receive automatic email notifications

  • Sites become inactive immediately when end date passes

System Behaviour

What Gets Hidden

Inactive sites are automatically hidden from:

  • New form creation

  • Supplier assignments

  • Worker registration

  • Live Access mobile app

  • Standard report filters

  • Most operational dropdowns

What Remains Accessible

All historical data stays available with "(Inactive)" labels:

  • Training records

  • Inspection reports

  • Documents and files

  • Risk assessments

  • Equipment assignments

Viewing Inactive Sites

Use the Archived Sites Toggle in the Sites Module:

  • Toggle OFF: Shows only active sites (default)

  • Toggle ON: Shows inactive sites with "(Inactive)" labels

Related Guides

Support

Contact your system administrator for:

  • Reactivating closed sites

  • Technical issues with inactive site behaviour

  • Questions about site closure notifications

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