Manage sites

Users with the Manage District Settings user permission can add, edit, inactivate, activate, and delete a site or building. It is also possible to restrict sites.
You can customize your view of this page.

To add a new site:

1. Select Locations > Manage Sites. The Manage Sites page appears.

   

2. Select Actions > Add Site. A pop-up appears.

   

3. On the General tab, do any of the following:

   Field	Description
   Site Id	Enter a unique name.
   Name	Enter a unique name.
   Abbreviation	Enter the desired abbreviation.
   Address, City, State, Zip	Enter the address information.
   Phone Number	Enter the phone number.

4. Click Next. The Approvals/Notifications tab appears.

   

5. Do the following:

   Field	Description
   Override Space Approval Paths on Save?	To allow a site approval path to override the space-specific approval path, select the checkbox.
   Default Approval Path	Select the desired approval path(s). Note: This applies to all requests submitted for this site. If approval is based on classification, you can use the Classification Approval fields to determine the path. • To edit an existing path: Important: If an approval path is edited, all pending requests using that path are updated.         a. Click Edit.         b. Make any desired changes.         c. Click Save. • To add a new approval path:         a. Click Add New.         b. Enter a name and description.         c. To make the approval path inactive, deselect the checkbox.         d. To add approval steps, click .         e. Select the fields and users you want.        f. Click Save.
   Approval Path By Classification	Select an approval path for each classification, if desired. Note: You can let a specific classification bypass the approval process. To select this, you must create an approval path with no steps.
   Billing Office User	Select the user(s) who are responsible for invoices and billing for this site.
   Override Space Billing Office Users	To have the site billing office user override the space billing office user, select this checkbox.
   Additionally Notified Users (Notified of Approved Requests)	Enter any user(s) you would like notified when requests are approved for this site.

6. Click Next. The Display tab appears.

   

7. Do the following:

   Field	Description
   Show Event Details	Select one of the following: Yes: Shows event details on the public calendar. No: Never displays event details on the public calendar. Defer: Defers to the next item listed on the visibility ranking to show or hide event details.
   Embedded List View Color	Enter the desired hex code, or choose a color from the palette that appears.
   Override Space Color Settings	For site color settings to override any space color settings, select this checkbox.
   Background Color	Enter the desired hex code, or choose a color from the palette that appears.
   Text Color	Enter the desired hex code, or choose a color from the palette that appears.
   Public Display	Upload an image. To Include in Gallery View, select the checkbox.
   Classifications Allowed	To override space classifications, select Yes. For each classification you want, select the checkbox(es).

8. Click Save.

You can now create spaces associated with this site.

To manage an existing site:

1. Select Locations > Manage Sites. The Manage Sites page appears.
    

2. Next to the site you want, do any of the following:

   To...	Then...
   Edit a site	a.  Click . A pop-up appears. b.  Make any desired changes. c.  Click Save.
   Add a space	a.  Click . A pop-up appears. b.  Make any desired changes. c.  Click Save.
   Create an iCal link	a.  Click . A pop-up appears. b.  Make any desired changes. c.  Click Save.
   Inactivate an existing site Note: This prevents the site from being requested.	a.  Click . A confirmation message appears. b.  Click Yes.
   Activate an existing site Note: This lets the site be requested.	a.  Click . A confirmation message appears. b.  Click Yes.
   Delete a site Note:  This is only available if the site is not associated with any requests or events.	a.  Click . A confirmation message appears. b.  Click Yes.

Video Tutorial: Create a Site (Building)

Facilities Schedules Software Admin Tools: Manage Sites from MasterLibrary.Com, LLC on Vimeo.