Sites Settings

Accessing Sites Settings

Open Settings, then Sites.

The page contains Site Information Types, Site Record Types, and Site Tags.

Site Information Types

Information types define the information items available on every Site, such as a lockbox code or bin collection day.

Adding an Information Type

Select Add Type, then configure:

Name
Required, which identifies a missing item on Sites without this type
Documents Allowed, which permits attachments on items of this type
Visible to Support Workers, which permits mobile access for eligible Support Workers
Default Content, which pre-fills the item's Details when it is created

Save the type. You can also reorder Information Types on the Settings page.

Editing an Information Type

Select Edit, change the fields, then save. Changes apply to this type across all Sites. A type cannot be deleted while an existing Site Information Item uses it.

Site Record Types

Record types define the compliance records available on every Site. A type can control expiry tracking, whether the record is required, whether Documents are required, and Support Worker visibility.

Use Site Record Notifications to notify eligible staff about expiring records.

Adding a Record Type

Select Add Type, then configure:

Name
Has expiry date
Required record
Documents required
Visible to Support Workers

Save the type. You can also reorder Record Types on the Settings page.

Editing a Record Type

Select Edit, change the fields, then save. Changes apply across all Sites.

Archiving a Record Type stops it being offered when staff add a new Site Record and stops it counting as a required Record, but Sites that already have one keep it, and any configured Site Record Notifications stop sending for it.

To archive a type, open its actions menu and select Archive, then confirm. Select Unarchive from the same actions menu at any time to restore both.

Use the Status filter above the Site Record Types table to show Active, Archived, or All types; it defaults to Active. An archived type shows a red Archived chip beside its name.

A Record Type already used by a Site Record cannot be deleted. Select Delete to see what's blocking it, then select Archive instead to archive the type without removing those Records.

Site Tags

Tags are reusable, colour-coded labels that users can attach to Sites and use as a list filter.

Creating a Tag

Select Create Tag, enter a Name, choose a colour, then save. You can also edit or delete a Tag. Editing changes the Tag everywhere. Deleting removes it from every Site and cannot be undone.

Apply a Tag from the Tags row on a Site profile. See Creating and Managing Sites.