Manage sites is home to all your customers and sites in Schedule Xpress. You can Add, Delete or Export your customers and sites from this section.
In this article, we'll look into the following on Manage sites in Schedule Xpress:
Finding your Manage sites
Exporting sites to PDF or Excel
Finding your Manage sites
You can find your Manage sites on the command strip on the left-edge. It appears as a map with a placemark.
Note: You may have labelled sites by a different name in your Custom & Reference Labels, which will subsequently change the title.
Your customers and sites in Manage sites
Your customers and sites will be listed in the Manage sites section.
You can use the search bar to search for a specific customer or site.
Site status filter
You can use the Site status filter to search for:
Press Apply to activate your choice.
Show sites for customer
You can use the Show sites for customer filter to search for any customers and the sites that belong to the customer. You can check mark as many customers as you'd like to show.
Press Apply to activate your choice(s).
Clear all filters
If you've chosen a filter to display, you can click Clear all filters to remove them. This will show all your sites data again.
You can select and deselect columns to display using the 3 dots at the top-right of the grid.
You can create a customer by clicking the wrench tool > Create customer toward the top-right corner of your Manage sites section.
You'll be able to create a name and fill out any necessary contact details.
Once created, it's important to know that your new customer will NOT appear until it has a site listed under it. However, you'll be able to see it under the Show sites for customer filter.
Let's look at how you can add a new site.
You can find Create site towards the top-right corner of the Manage sites section.
Inside, you'll be able to define the following sections:
General info - You need to add the Site name, Status and Site color.
Contact - Relevant contact details including address, email address and mobile phone numbers.
Geofencing - Add in Geolocation coordinates for site location to ensure that employees are where they say they are when checking in.
eClock alerts - If your eClock alerts are set to allow you to change at site level, then you can define which alerts are required for this site.
Settings - Information on the Record access groups that include this site and any Statutory days (holidays) that this site will be applicable for.
Qualifications - You can add General qualifications and Site-authorized qualifications to ensure that you only allow qualified employees to work here.
Max hours - You can add daily, weekly and monthly max hours to ensure that you don't allocate more time than is required at site.
Bill rates - You can add Bill rates for services at site.
References - You can add References if required.
You can scroll down or click the section you want to visit at the top of the form.
If any of these sections are NOT required in the form, you can click the settings gear to head to the Site form to make any relevant adjustments.
Site form sections visibility
In Site form sections visibility, you can select and deselect any sections that you do or don't need.
Customer quick view fields
You can also use the Customer quick view fields to determine which information can be seen for the customers.
See an example below.
Making a site Inactive
Making a site Inactive means that you no longer need to use the site in your Schedule, but you still retain all the past history of associated shifts.
If you want to make a single site Inactive, click into the site profile, change the Status to Inactive, and click Save.
If you want to make multiple sites Inactive, check mark them in your sites list. Then, click Update sites in the top-right corner.
You'll need to check mark Site status in the Select fields to update.
Then choose the Site status as Inactive and Update sites to complete.
Cloning a site
Cloning a site can be a useful time-saving tool. If you want to Clone a site, there's two ways you can do this.
The first option is to head inside the profile of the site you want to Clone and click Clone site in the top-right corner.
The second option is to check mark the site in the sites list and click Clone site in the top-right corner.
Whichever option you choose, you'll notice that once you click Clone site, a new site will be generated with the name of the site you cloned, which will include the word Copy in the title.
This is your chance to rename the site, and change the Customer name and any other details, if required. Press Save to complete.
Deleting a site
If you want to delete a site, check mark the site, click your wrench tool and press Delete site.
Note: We don't encourage that you delete sites if they have past history, such as they've been applied to shifts in your Schedule. The system will warn you that you need to delete the shifts associated in order to delete the site, which means you'll lose all the prior shift history. The best option is to make your site Inactive if it's no longer needed.
You can also delete a site from within a site profile.
You'll be asked to confirm that you want to delete the site. Once you proceed, you'll be given a confirmation that your site has been deleted, or an error will explain why it couldn't be deleted.
Exporting sites to PDF or Excel
You have the option to export your sites to PDF or Excel. Ensure you chosen your columns to display prior to exporting, as the information in your export will be the same as displayed on screen.
You can choose PDF or Excel export by clicking your wrench tool > Export > PDF export or Excel export.
For more information on your Manage sites module, please Contact Support now!