Site management

Sites are the physical locations RCAs are raised against. Each site belongs to a client, and every RCA is tied to a site. The Sites page is where administrators create and manage them.

Administrators only

Site management is available to administrators only.

Creating a site

Select New site and fill in the form. A site has more to it than a client, organized into sections:

Section	What it holds
Name & Client	The site Name and the Client it belongs to — both required.
Address	Address line 1 and 2, city, state/province, postal code, and country.
Timezone	The site's timezone (defaults to your browser's).
Coordinates	Latitude and longitude, if you want the site placed on a map.
Contact Information	A contact name, email, and phone for the site.
Team Assignment	Assign users to the site by their position (see below).

Only Name and Client are required; the rest are optional but useful.

Team assignment

Under Team Assignment you assign users to the site grouped by their position. This is how the right people are available for that site's RCAs — for example, its approvers. A user must be an active user with that position to appear in the list.

The columns

Each row is one site. The list can show:

Column	What it shows
ID	The site's identifier.
Name	The site's name.
Address	The site's address.
Client	The client the site belongs to.
Open RCAs	How many open RCAs at the site.
Closed RCAs	How many closed RCAs at the site.
Status	Active or Deactivated.

Search by name with the Search sites box, and filter by Status (All, Active, Deactivated).

Managing a site

Each site row has actions:

• View Details — open the site to see its information and RCAs.
• Edit — change any of the site's details, including its team assignment.
• Deactivate site — set the site to Deactivated; its record and history stay.
• Activate site — restore a deactivated site.
• Delete site — remove the site entirely.

Select multiple sites with the row checkboxes to Deactivate, Activate, or Delete them together — only actions that apply to every selected site are offered.

What's next

• Manage clients — the clients sites belong to.
• Create an RCA against a site.

Troubleshooting

Problem	What to do
You don't see the Sites page	It's available to administrators only.
Confirm is disabled when creating a site	Name and Client are both required — fill both in.
A user isn't available to assign to the site	Team assignment lists active users who hold the relevant position. Check that the person is active and has that position set on their user record.
A site doesn't appear when creating an RCA	Check the site's Status — a deactivated site isn't available for new RCAs.