Site Maintenance

Use Site Maintenance to maintain information for sites, which are non-billable locations that have infrastructure to track.  A site allows a location that contains infrastructure to have a work order created.  Company owned assets can be attached to sites so that work orders can be created and work order tracked.

 

Directions:

From Work Order Entry, click Site .  
Note:  If Location displays instead of Site, click Switch to toggle to Site.  

Or, from Asset Maintenance, click New at the Site field.

Or, from the Service Management menu, click File Maintenance and then Work Order Site Maintenance.

Site Maintenance Window Example:

 

Site Maintenance Prompts

 

Site ID

To create a new site, click New .  The Site ID displays *NEW*.

Or, to look for a site, click Search .  From the list of sites select the desired site.

Description

Enter a description for the site.

Location

If the site is also a location, enter the Location.  Or, click Search to find the location for the site.

Device

Enter the device associated with the site.  Or, click Search to find the device.

Device Type

To specify the device type, click a choice from the drop-down list.

Contact Name

Enter a contact name if there is a person associated with the site.

Phone Number

Enter a phone number if there is one associated with the site.

Reference

Enter a reference for the site.

Address Line 1-3

City

State

Zip Code

Enter up to 3 lines of address for the site.  Enter the City, State and Zip code for the address.

Coordinates

Enter GPS coordinates for the site.  Or, click Select Coordinates to select from a longitude and latitude map.  If mobile work orders are being used, the GPS coordinates of the mobile device are added or updated when a work order is completed for a site.

Site Notes

Use the notes section to add extended notes about the site.  These notes can display in the Asset Management view as well as on associated work orders.

The following tools are available:

  • Enter / Edit Notes - Click in the notes area and begin typing.  When finished, save your work.

  • Large Editor - To expand the notes window for easier viewing click Large Editor.  The notes area becomes an enlarged window.

  • Copy to Clipboard - Easily copy a large block of text to another location by highlighting the desired text and then clicking Copy to Clipboard.

  • Paste from Clipboard - Easily paste a block of text from another source to the notes by clicking Paste from Clipboard.

  • Refresh - Re-displays the notes from the last time they were saved and clears all changes made since last save.

  • Clear - Removes all notes currently displayed.  After clicking Clear, the following prompt displays:

To complete your work, click Save .

 CAUTION

To avoid losing data, you must save new or changed records.