Who is this article for?

Administrators responsible for machine management.

Manage machines permissions are required.

Adding a site can speed up the onboarding and pre-qualification process, as well as give you immediate insight into the status of all machines on the job.

This article walks you through the process of adding a site to your system.

1. Adding a machine

To add a machine:

1. Navigate to the Sites section.

2. Click Add New Site.

3. Enter a Site Name.
4. Tick Site Approval Number.
5. Set a Site Approval Months To Expiry value.

6. Select a Site Status.
   A tooltip will appear outlining what effect the selected status will have.

7. Fill out Site Contact details.

8. Click Next.
9. Expand each section to configure site documentation requirements.

10. Click Next.
11. Click Add Document.
12. Add all files you want the site owner to have access to.

13. Click Next.
14. Tick Enable Reporting for this site to gather live statistics for site reports.

15. Click Save to store the configuration details.
16. Click Close.

Your new site will appear in the Sites overview list.