Setting up Sites or Jobs

Separate your Health & Safety for different sites, jobs, projects or clients

The Sites feature is a flexible tool for categorising completed Health & Safety forms, enabling you to quickly locate and retrieve the information you need.

Adding Sites

For a speedy setup of sites, simply input the site name and address. Additional details can be filled in at a later time if necessary.

For this article, we will be referring to these as 'sites'. Please note that your organisation may be calling this something different, such as jobs, projects or clients. The method will still be the same but will have different labels.

You can also view how to add a Site from the Mobile App by checking out our video here!

To do this:

Log in to the Web Console (Computer login)
Click Sites
Click on the Orange plus icon to add new sites
Select the location icon to add one site (you can also Bulk Upload sites by clicking the download icon)
Enter Site details

Site Details:

When setting up sites there is a lot of information you can add. Let's go through it all to see what it means:

Name of Site	What your team identify as the name of the Job they are on * This is a required field
Category	Categories and order your sites by adding a category e.g. Customer name, Region, Type of Job
Active	When a Site is active, it will appear on the App. Hide jobs from your team by unticking the active field
Address	The site you are closest to will show at the top of the list on the Mobile based on the Address set
PIN	Restrict access to a site on the Mobile by adding a PIN number
Email forms completed at this site to	Each time a form is completed, the email recipients will receive an email with a PDF copy of the form
Site Details	Additional details are up to you, add as much or as little Site information as you need
Notes	Any additional notes you'd like to appear on the Site Details page on the Mobile App
Entry Notes (Additional Instructions for Visitors)	Any processes your team needs to know about visitors add here! Your team will see this on the Mobile
Scheduled Start & End	Add a "Site Close Time" to send checked in users a notification
External ID	If you have an ID your team uses externally or with another tool, you can add that here
Status	This job could be current, inactive, pending etc. You can create and add your own Status

Site Check-out Reminder

Feature Alert: If you are on a Legacy Plan, you might not have this feature. Contact support@siteapppro.com to learn more.

Prompt your team to check out of the site by setting a Site Closed Time. If someone is still checked in on-site by that time they will get notified to check out.

To do this:

Set up your Site
Set the Closed Site Time
If your users are still checked in to that site past that time they will get notified to check out

Archive Sites

Once you have completed your project you can Archive the site from the active site list. All of your data for that site is still saved, just removed from your site list until you un-archive the site.

To do this:

Log in to the Web Console
Go to Sites
Click on the Bulk Archive Mode
Select the Sites you want to archive
Confirm the action by typing in 'archive'
Archive & Done!

To Unarchive Sites:

Click Include Archived
Click the Archived icon next to the job
This will bring the Site back

Duplicate Sites

Do you often repeat information when setting up Sites? No worries, you can easily copy the site when adding new ones. This will help you keep all of the Site information consistent while allowing you to only update the name and address of the Site.

If you use Pinned Forms, duplicating the sites will copy the setup to other sites so you don't have to set them up manually each time. This saves time and effort.

Note: If you have Resources attached to a Site they will not be duplicated. You will need to add these manually to the new site or add them to the main Resources page.

Export Site List

If you need to share your Site List with someone, simply click on the download icon to export it as a CSV file.

Viewing Sites on the Mobile App

After setting up your Sites, your team can view them via the Mobile App. When completing forms, your team must select the corresponding Site before saving the completed form. This ensures that all forms are saved under the correct Site.

To view Site Information