Difference between revisions of "Sites"

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This document can now be found at its new location in the [https://docs.hornbill.com/esp-config/organizational-data/locations/ Hornbill Document Library].
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[[file:hornbill-document-library.png|Hornbill Cloud|link=https://docs.hornbill.com/esp-config/organizational-data/locations/]]
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|[[Main Page|Home]] > [[Administration]] > [[System Administration|System]] > [[Organisational Data]] > Sites
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|[[Main Page|Home]] > [[Configuration]] > [[Platform Configuration]] > Sites
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|style="text-align:right;"|[[:Category:Service_Manager|Index]]
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== Related Articles ==
 
== Related Articles ==
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:* [[Site View]]
 
:* [[Users]]
 
:* [[Users]]
 
:* [[Organisation|Organisation Structure (Groups)]]
 
:* [[Organisation|Organisation Structure (Groups)]]
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==Creating a Site==
 
==Creating a Site==
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[[File:Sites_Manage.png|thumb|400px]]
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[[File:Sites_Manage.png|thumb|350px]]
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Sites can be added manually or lists of Sites can be imported using a Sites CSV import option. To begin creating a site, navigate to the Site list in Hornbill Administration '''Home > System > Organisational Data > Sites'''.
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Sites can be added manually or lists of Sites can be imported using a Sites CSV import option. Sites are created and managed via '''Configuration > Platform Configuration''' under the section '''User & Guest Access'''.
 
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===Creating an Individual Site Record===
 
===Creating an Individual Site Record===
 
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To manually create a Site, click the '''Create New Site''' (+) button located at the top right of the list. While it is possible to record a number of attributes against a site record, only the site name is mandatory.  
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To manually create a Site, click the '''Create New Site''' button located at the top right of the list. While it is possible to record a number of attributes against a site record, only the site name is mandatory.  
 
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Populate the desired attributes and if required select the '''[[Organisation|Company]]''' Grouping which the Site belongs too. This is typically used in environments where there are multiple companies in an organisations group, or where an internal shared service structure needs to be modelled, and where Sites need to be filtered by the child '''Company''' groupings within the organisation compared to a flat list of Sites which reside within a single organisation structure.
 
Populate the desired attributes and if required select the '''[[Organisation|Company]]''' Grouping which the Site belongs too. This is typically used in environments where there are multiple companies in an organisations group, or where an internal shared service structure needs to be modelled, and where Sites need to be filtered by the child '''Company''' groupings within the organisation compared to a flat list of Sites which reside within a single organisation structure.
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'''Please Note:''' In order to ensure the User-to-Site associations can be managed automatically via your chosen user import utility, the name of the Site specified in Hornbill must match the contents of the source. e.g. if you are using the LDAP user Import Utility, the contents of the AD attribute that holds the site of a user must match the name of a site that exists in Hornbill. Therefore a good starting point in creating your sites may be to extract a list of distinct values from your information source (such as AD) and use these as your site names.
 
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===Creating Multiple Site Records via CSV Upload===
 
===Creating Multiple Site Records via CSV Upload===
 
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If many sites exist within your organisation, the CSV upload facility will allow you to upload multiple site records quickly and easily. Please note that the CSV upload facility is designed purely to create new records, and thus cannot be used as a mechanism to manage changes to existing records.
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If many sites exist within your organisation, the CSV upload facility will allow you to upload multiple site records quickly and easily. Please note that the CSV upload facility is designed purely to create new records, and thus cannot be used to manage changes to existing records.
 
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To upload a list of Sites, begin by clicking the '''Upload Sites''' button. On the next screen, click the '''Download Template File''' button located on the right hand side.  As with the manual creation of a site, only the site name is mandatory. Import the Sites by using the '''Select CSV File To Import''' option and selecting the file you have prepared.
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To upload a list of Sites, begin by clicking the '''Upload''' button. On the next screen, click the '''Download Template File''' button located on the right hand side.  As with the manual creation of a site, only the site name is mandatory. Import the Sites by using the '''Select CSV File To Upload''' option and selecting the file you have prepared.
 
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* Republic of Ireland = '''IE'''
 
* Republic of Ireland = '''IE'''
 
* France = '''FR'''
 
* France = '''FR'''
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A full list of country codes can be found here: [[Table_Info:_h_sys_ccodes|'''''List of ISO Country Codes''''']]
 
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==Manage Sites==
 
==Manage Sites==
  
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* Edit a Sites Attributes by selecting the site to edit, make the required changes to the Sites attributes and select '''Save Changes'''.
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* Edit a Sites attributes by selecting the site to edit, make the required changes to the Sites attributes and select '''Save Changes'''.
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* Delete one or multiple Sites by selecting the Sites to delete and then use the '''Delete selected''' option.
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* Delete one or multiple Sites by selecting the Sites to delete and then use the '''Delete''' button.
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==Add Users to Sites==
 
==Add Users to Sites==
  
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Add users manually to sites from the '''[[Users]]''' option, or by creating users and their default Site using the Users CSV template.
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Associate users manually to sites from the '''[[Users]]''' option, or by creating users and their default Site using the Users CSV template.
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==[[Site View]]==
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In the User app, it is possible to further customize the data associated to a site:
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* Assign Members - Site Manager, Site Engineer, Area Manager, Regional Manager
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* Utilise Custom Fields
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* Map Geo-Location (Long/Lat values) and View site, and nearby sites on an interactive map
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In addition, it is possible using line of business applications such as Service Manager, and Document Manager to see
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* Requests Linked to the Site
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* Services Subscribed to the Site
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* Assets linked to the Site
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* Documents linked to the Site
  
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[[Category:Administration]]
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[[Category:Configuration]] [[Category:HDOC]]
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<!-- https://docs.hornbill.com/esp-config/organizational-data/locations -->

Revision as of 23:54, 20 November 2023

This document can now be found at its new location in the Hornbill Document Library.

Hornbill Cloud

Retrieved from "https://wiki.hornbill.com/index.php?title=Sites&oldid=31569"