Working with Sites
Searching Sites
Sites can be searched through basic search, extended search, or advanced search. For more information, see the Basic Search page.
Viewing Site Details
Clicking the site name in basic search or the Open button in extended or advanced search opens the Site Details page and the site menu. For more information, see the Viewing and Editing Site Details page.
Beach sites are special sites with unique attributes. The site menu on beach sites only lists Beach Details and Authorized Users.
Creating a Site
Sites can be created by external or internal users.
Creating a Site as an External User
External users can create a new site by starting a new application form. If the user is already associated with a site, they can click the Create New Site button. If they aren’t associated with any sites, they will be prompted to enter a new site name on the form.
When an external user creates a site, they are automatically assigned an administrator role for it. Administrators can edit site details, invite and deactivate users, and request certifier permissions for other users.
Depending on system configuration, a user’s certifier status may also default to “Approved” when they create a site, allowing them to submit forms that require certifier status.
Creating a Site as an Internal User
Internal users can create a site by clicking the Create New Site, Person or Organization button on the Basic or Advanced Search pages.
When the New Site page opens, complete relevant fields, then click the Save button. For information on specific fields, see the Viewing and Editing Site Details page.
Creating a Nickname for a Site
To create a nickname for a site, click the Profile & Settings button in the main navigation menu. This opens the User Profile page.
Open the Sites tab and click the (add nickname) link under the desired site name.
When prompted, enter the nickname, then click the Save button. The nickname will appear on the Sites tab.
To make a site nickname available as a site alternative name, the SITE.NICKNAME.ADD_SITE_ALT_NAME setting must be enabled in the deployment settings. If this is disabled, nicknames will only be available to the user that created them.
Editing a Site Nickname
If a site nickname has been added, an (edit nickname) link appears under it on the Sites tab. Click the link to edit the nickname, then click the Save button.
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