To add a new site, take the following steps.
1. Go to the ‘Sites’ tab and click ‘Add’.
2. Complete the form with the ‘Name’ (1), ‘Address’ (2) of the future site and select the ‘Manager’ of the site from the drop-down bar (3) then click ‘Add’ (4).
3. If you need to assign a test for this site, check the box if they are ‘Mandatory’ and click
. If you cannot find the test you need to check our adding online training guide.
Note: Online Inductions requested from the Project/Site Details should not show the tests with the "Must Attempt" status if the Contractor has been deactivated and /or Archived on the Project/Site(s)
4. If you need to assign a subsite, select from drop-down and click the ‘Add subsite’ button.
5. If a file is needed to be uploaded to the site, go to ‘Add File’ table, click ‘Choose a new file’ (1) and choose the path to the deserved document, select the document, add a ‘Description’ to the document (2), if required input a ‘Valid to’ date (3) and click the ‘Add File’ button to upload the document (5).
Note: Contractors assigned to the site will be able to review and download the documents uploaded here, except the uploaded documents set as ‘Internal’ (4) which will only be available to staff members.
6. Select the ‘Site types’ from drop-down and click
. Repeat for all the types that apply.
7. If needed, select a ‘Portfolio’ from drop-down and click
.
8. In the ‘Staff’ table select staff members that will be able to see details of the site you just added. Tick the box next to the staff member name (1) and click the ‘Register’ button (2). To remove staff tick the box next to the staff name and click the ‘Remove’ button.
Note: This will provide the staff read only visibility over this site, without the Site R / RW access rights.
9. On the ‘List Contractors’ table you have the option to see the registered contractors assigned to the selected site.
