Sites: add, staff and close them
Add your sites, name a site manager and team, put providers on each site with its own extra requirements, and close a site when the work is done.
2 min readLast updated
Applies to: Core (every organisation) · Admin, Team member
A site is a place where work happens: a project, a venue, a campus or a ground. Each site has its own providers, its own extra requirements, and a status for every provider on it. Documents are approved once, for your whole organisation, and count on every site.
Builders and businesses always have Sites. Other organisations get Sites when they switch on something that works by site: the site gate, bookings or the pre-start (Gate & Access), or Site Safety Records.
How to add a site
- Step 1: Open Sites (admins only can add).
- Step 2: Under Add a site, fill in Site name, and optionally Client, Address, State, Start, End, Site manager and Hours and access.
- Step 3: Select Add site.
- Step 4: On the new site's page, choose Add a provider from your register and select Add to site for each one.
- Step 5: Under This site's requirements, add anything this site needs on top of your organisation's requirements (for example a venue's own induction or a police check).
State sets the site's clock: the gate's day, the automatic overnight sign-out and the 6 am pre-start all follow the site's own time zone.
Site manager and site team
- The Site manager gets the site's gate alerts and pre-start email, and can override a not-cleared refusal at that site. Choose anyone with a sign-in at your organisation (add people in Users & access).
- Site team: under Add someone, choose a person and select Add to team. On a builder's or business's account, anyone set to Their sites only in Users & access sees just the sites they're on (gate users and project or site managers always do). Elsewhere, everyone with a sign-in sees every site.
Close or reopen a site
Select Close site when the work is finished. Its providers and history are kept, it moves to Closed, and its gate can't sign anyone in. Reopen site brings it back.
What the site page shows
- Providers on this site, each with Requirements on this site and Status here (the site's own requirements included).
- Evacuation list, On site now · (n), Time on site and Bookings (when the site gate and bookings are on).
- Gaps, the site's compliance profile and suggestions, and Safety on this site with Site Safety Records.
Common questions
- I can see a site but can't change it. Only admins add sites, change details and manage the team. Someone who sees only their own sites, and directors, can look but not change it.
- Can I delete a site? No: close it. Its records stay for your evidence.
- A provider won't go on a closed site. Reopen the site first.