Searching Sites
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Sites may be searched using one of the following options which are initiated from the Global Search
Basic Search (New UI)
https://windsorsolutions.atlassian.net/wiki/spaces/WindsorSupport/pages/1020657665/Basic+Search+New+UI#Extended-Search (after performing a basic search)
What is displayed next depends upon whether you have previously viewed the details for a specific site.
If you have previously viewed details for a specific site, nVIRO displays the Site Details page for that site:
Site Details page
If you have not previously viewed details for a specific site, nVIRO displays the Site Search page:
Site Search page
If the Site Details page is displayed:
Using your mouse, hover over the site name just below the Site Menu icon. The text changes to display the text “Site Search”:
Click anywhere in the Site Search area. The Site Search page is displayed.
Type the search term in the search field and click the Search button. Matching results are displayed in a list.
The Site Search checks for records that contain the site name, site alternative names, permit numbers, or any part of the site address.
Click the Open button corresponding to the site of interest to open the Site Details page.
Type the search term in the search field and click the Search button. Matching results are displayed in a list.
Click the Open button corresponding to the site of interest to open the Site Details page.
Click View in Explorer to view the site on the nSITE Explorer site map.
Advanced Search
Advanced Search provides the ability to search for sites based on specific field values.
To access the Advanced Search, click the gear icon next to the Search button.
The Advanced Search list is displayed, providing multiple search criteria. Search criteria are selectable or enterable, depending on the field. Free-form text fields support partial word search.
To search for a site, enter the desired search criteria and click the Search button.
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The fields available to search are driven by the Category choice made by the user; for example, SSN does not apply if the selected category is 'Site'. |
Displaying Site Details
Clickingfrom the Global Search bar
Extended Search
Advanced Search
See Basic Search (New UI) for details
Displaying Site Details
Clicking the Site Name from the Basic Search or, from the Extended or Advanced Search, the Open button corresponding to a site in the search results list opens the Site Details page, and the Site Menu on the left. and also switches the menu context to the selected site; in this context, all menu items (Dashboard, Details, Permits, Evaluations, etc.) provide information related to the selected site listed.
Note: certain menu items displayed may not be applicable, based on configuration.
Creating a New Site
New sites can be created by internal users or external users.
External User Site Creation
External users create a site in one of two ways:
If the external user is already associated with a site, they can create a new site by starting a new application form and selecting the Create New Site option.
If the external user is not associated with any sites, they can create a new site by starting a new application form and providing a new site name when prompted.
When an external user creates a site, that user automatically becomes an Administrator for the site. Administrators can edit site information, invite other users to join the site, inactivate users, and request certifier permissions for users.
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Some implementations are configured to automatically set the user's Certifier Status to Approved when they create a site. This means that the user has been approved to submit forms that require certifier status. (Not all forms require this.) |
Internal User Site Creation
Internal users may create initiation creation of a new site using either of the following steps:methods:
Method 1: From the Site Search page.
Perform a search. Navigate to the Site Search page.
Click the Create New Organization/Person/Site button on the Site Search page.
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Method 2: From the Site menu when viewing any site.
Hover over the site name (or tab into the field)
The site name will change to Add New. Click Add New.
The "New " site Site” page is displayed:
Adding the New Site
Fill in the details for the new site:
Select the Category for the new site: either Site, Person or Organization.
The entry fields available on the page change based upon the category selected.
Enter required fields for the new site, person, or organization and click Save.
The Site Details page for the new site opens, and the menu context is updated so that all items in the left-hand navigation pane correspond to the newly created site.
See Viewing and Editing Site Details for details on site-specific fields.
Modifying a Site
Perform the following steps to modify a site:
Search nVIRO for a specific site, following the steps above to search for a site or navigating to the site via an alternate site link.
After selecting the site, if the user has permission to modify the site, the fields on the Site Details page will be available to edit.
Edit fields as desired and click Save.
See Viewing and Editing Site Details for details on site-specific fields.