Adding a Site
If you bring on a new site and need to add it to ComplyFlow follow the steps below:
To add new Sites, you must have the Edit/Update Sites or higher permission.
1. Navigate to the Sites module, then select the Add Site button at the top right.
2. Fill in the details, then select Add Site at the bottom.
a. Enter the Site Name
b. Enter the Site Code
c. Enter the Street Address
d. Select the Country from dropdown
e. Enter the State
f. Enter the ZIP/Post Code
g. Select Due Start date
h. Set the Due End date (optional)
i. Select Timezone for this site from the dropdown.
j. Selecting Hide from Contractors will prevent contractors from registering or selecting this site.
The Site Name and Due Start fields are mandatory.
3. Once added, a popup will appear and the Site will be available in the Sites List.
4. If you track site access with the LiveAccess app or have another site access solution, there may be other setup requirements. If you are unsure of these requirements, please contact your client manager or support@complyflow.com.au.
Editing the Site Contact or Site Address
Introduction
A site contact typically refers to an individual designated as the primary point of contact for a specific location or facility. Depending on your setup with ComplyFlow, Site contacts may be required to be involved with compliance related activities for their sites.
To edit Site contact, you must have Edit / Update Sites or higher permission.
1. Select the Edit Details button.
2. Edit the details listed, when you get to the Site Contact field select a person from the Site Contact dropdown.
3. Next, select Save.