Site Settings

Accessing Sites Settings

Navigate to Settings in the left-hand menu, then select Sites. The Sites settings page has three sections: Site Information Types, Site Record Types, and Site Tags.

Site Information Types

Information types define the information items that can be stored on sites — for example "Lockbox Code", "Bin Collection Day", or "Preferred Tradesperson". Once created, these types are available when adding information items to any site.

Creating a Site Information Type

To create a site information type, go to Settings > Sites > Site Information Types, then click Add Type.

Fill in the following fields:

• Name - enter a name for the information type

• Required - tick this if an information item of this type must be filled in on every site

• Documents Allowed - tick this to let users attach files to information items of this type

• Visible to Support Workers - tick this to make items of this type visible to on-shift support workers

• Default Content - optionally enter some default text to pre-fill this field when it is added to a site. This saves time if most sites will have similar content, as staff can edit it rather than starting from scratch.

Adding an Information Type to a Site

To add an information type:

• Click Add Item in the Site Information section

• Select the Information Item from the drop-down list

• That will then create the Information Item type

• Select the Information item, then edit to enter details

• Select Update to save

Editing an Information Type

To edit an existing information type, click Edit next to it and update the fields.

Site Record Types

Record types define the compliance records that can be stored on sites — for example "Fire Safety Certificate", "Building Insurance", or "Pest Inspection Report". Once created, these types are available when adding records to any site.

Creating a Site Record Type

To create a site information type, go to Settings > Sites > Site Record Types, then click Add Type.

Fill in the following fields:

• Name - enter a name for the information type

• Has expiry date - tick this if a record type has an expiry date

• Required record - tick this is record is required at all sites and will be shown as missing if not provided

• Documents Required - tick this make Records not able to be created without attaching files to information items of this type

• Visible to Support Workers - tick this to make items of this type visible to on-shift support workers

Adding a Record Type

To add a record type:

• Click Add Type in the Site Record Types section

• Select a Record Type

• Fill out the details accordingly

• Create Record

Editing a Record Type

To edit an existing record type, click Edit next to it and update the fields.

Site Tags

Tags are custom, colour-coded labels that can be applied to sites to group, categorise, and filter them. Common uses include flagging sites under audit, marking priority sites, or grouping sites by region or service type.

Creating a Tag

To create a tag:

• Click Create Tag in the Site Tags section

• Enter a Name

• Choose a colour from the palette, or pick a custom colour

• Save

Once created, tags are available to select when creating or editing any site. For more on applying and filtering by tags, see the Creating and Managing Sites page.