Working with Sites
Searching Sites
Sites may be searched using one of the following options, which are initiated from the Global Search:
Basic Search from the Global Search bar
Extended Search
Advanced Search
See https://windsorsolutions.atlassian.net/wiki/spaces/WindsorSupport/pages/1020657665 for details
Displaying Site Details
By clicking the Site Name from the Basic Search or the Extended/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 Create New Site.
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.
Some implementations are configured to automatically set the user's Certifier Status to ‘“Approved” then 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 initiate the creation of a new site from the Site Search page.
Click in the Global Search bar and select Sites under Search by Topic
The Site Search page is displayed
Click Create New Organization/Person/Site (note this may not show all three site categories depending on configuration.
The "New 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 on the category selected.
Enter the 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. All items in the left-hand navigation pane will 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.
If the user has permission, they will be able to edit the fields on the Site Details page after selecting the site.
Edit fields as desired and click Save.
See Viewing and Editing Site Details for details on site-specific fields.
Creating a Nickname for a Site
In order to make a site nickname available as a Site Alternative Name, this setting must be turned on in the deployment settings: SITE.NICKNAME.ADD_SITE_ALT_NAME. With this setting off, the nicknames will not show under the Site Alternative Names and will not be searchable;' only available to see by the user that created them.
To create a nickname for a site, navigate to your Profile & Settings.
Once there, click the Site tab. Under each site name, there is a Add Nickname link. Click the link and follow the prompt to add the nickname.
Once finished, click Save. This nickname will show in the users site list, wherever the site name appears.
Editing a Nickname
Once a nickname has been added, a new link will appear underneath the nickname. Click Edit Nickname to edit the nickname. Once finished, click Save.