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

The Sites feature is a flexible tool for categorising completed Health & Safety forms.

Adding Sites

For a speedy setup of sites, simply input the site name and address.

To do this:

Log in to the Admin Console (Computer login)
Click Sites
Click Add New Site
Select the location icon to add one site (you can also Bulk Upload sites by clicking the download icon)
Enter Site details

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.

Go to Sites
Click the Site you want to edit to open it
Scroll down to Site Close Time
Set a time
SAVE

If a user is still checked in to this site at this time, they receive a push notification prompting them 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 Admin 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!

Duplicate Sites

Do you often repeat information when setting up Sites? You can easily copy the site when adding new ones.

Go to Sites
Click the Three Dots icon
Select Duplicate

This will copy all of the data relating to your Site into a new, unique Site.

Export Site List

If you need to share your Site List with someone, simply click on the Three Dots button, then 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.

To view Site Information