Introduction
In ComplyFlow, the sites list is used to set up and manage each site. This includes creating sign-in points for workers and visitors, defining the requirements people must meet before entering (such as inductions, qualifications, or clearances), and uploading site-specific documents that can be shared with the right people. The sites list helps you monitor compliance across all locations, giving a clear view of the safety and compliance requirements for each site.
Viewing Site List and Sites
1. Go to the Navigation menu > select Sites.
2. A list of all available sites will appear. Select View Site to access detailed information about the site.
3. You will see detailed information specific to the site selected, including the Status, Site ID, Site Name, Code, Address, State, Post Code, Timezone, Site Contact, Site Requirements (Document and Training requirements), and File List.
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
Searching for Sites
In the Sites List view, you can use the Search Bar to find specific sites quickly.
The Search Bar allows you to find a site by entering just a few letters or keywords, so you don’t need to type the full name or details..
Filtering Sites
1.In the Site List view, select the Filters button next to the Search Bar to narrow down the list of sites and make it easier to find specific ones based on your criteria.
2. There are several site filtering options available, including Site Status, Site Stage, and Site State. Choose the relevant options from the dropdown menus, and then select Done to apply the filters.
3. The filtered results will be shown with Filter Tags displayed below the Search Bar. You can also reset all the Filter by selecting Clear all Filters button.
Downloading Site list
1.To download the Site list, first navigate to the Site List view >Select Download CSV button.
2. If needed, you can also use the filter function to narrow down the results before downloading the CSV.