Manage Sites Screen
  • 14 Dec 2021
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Manage Sites Screen

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The Manage Sites screen is where you can view and add sites within your school district. The Short Name field is what is used around the software to identify where students, staff, and assets are assigned to.

The actions column has icons that you can click to either Edit or Delete the site, but this can also be done within the site itself when you click on the short name of the site you want.

To export all sites to an excel file, just click the Export button and it will download the file at the bottom of your screen. Just click the file to open it.

To add a new site, just click the Add button. The Add Site screen will pop up. Give the Site a name in the Short Name field which will be how it's identified throughout the software.

Other fields to be considered:

  • Description: Add a description of the site if necessary.
  • Site Category: You can add a Site Category to better group the sites such as Elementary School, High School, etc. This can help with reporting based on Site Category.
  • Site Admin: You can choose an Administrator for this site.
  • Default Tech: Set a default technician for this site to be assigned tickets automatically. This is overridden by the default tech on the Ticket Type.
  • SMTP Config: Set which email configuration is needed for the site's email to ticket process.
  • Day User Approvers: Set who has authority to approve Day User's.

When finished, click Save and it should take you back to the Sites screen.

Once you've added a Site, there are some additional optional fields that will allow you to assign email groups for those groups of people to be notified when different scenarios occur. These will only show up after you've added the Site, saved it, and gone back into the site through the Edit Site screen.

  • Tickets Email Group: Notifies the users in the selected group of a new ticket.
  • Student Changes Email Group: Notifies the users in the selected group of new or inactive students.
  • New Assets Email Group: Notifies the users in the selected group of new assets created at the site.
  • Frequent Offender Email Group: Notifies the users in the selected group of students who have at least 3 tickets.
  • Daily Tickets Email Group: Provides a summary of the day's tickets for the group selected.

When finished, click Save and it should take you back to the Sites screen.


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