Configuration > Sites
A Site is the highest level location that can be defined in CISPro Global. Sites are used to group locations, and each Site contains one Workunit, which is created automatically when the site is created. Workunits are logical groupings of Users and other types of data. Defining Sites is one of the first steps in setting up a new installation of CISPro Global. Sites are defined globally.
Site Administration
Making Site-related changes such as creating, editing, or deleting Sites requires Global Administrator permissions. Users who lack required permissions should contact their Global Admin to request changes.
Accessing Site Configuration
| 1. | Log in as a Global Admin (a user with a role which has All System Config Permission) |
| 2. | Click the System link on the Home Page |
| 3. | In the Sites area of the System Configuration page, click the name of a site to display its site configuration page |
Creating a New Site
| 1. | On the Site Configuration page, select Site > New Site from the top menu |
| 2. | Type a Name (required) |
| 3. | Type a non-numeric Site Code of up to 3 characters (required) |
| 4. | Type a Description (optional) |
| 5. | Select a Region |
| 6. | Select a Date Format |
| 7. | Select a Currency |
| 8. | Click Save |
| 9. | Repeat steps 1-8 to create additional Sites as needed |
Editing an Existing Site
| 1. | Click on the Site name in the list at the left edge of the Site Configuration page (or in the Sites area of the System Configuration page) |
| 2. | Make changes |
| 3. | Click Save |
Deleting a Site
Note that if the Site is currently assigned to a Work Unit or was used to create materials, it can not be deleted (an error will display informing the user of this).
| 1. | Click on the Site name in the list at the left edge of the screen |
| 2. | Click on the Site link at the top of the screen to display a pull-down menu |
| 3. | Click Delete This Site |
| 4. | Click Yes at the confirmation prompt |
Site Configuration
The site configuration options and the links that are displayed on the site configuration page are discussed in the following table:
Region |
Regions are used to filter multiple MSDS for the same material. The Regions list is defined in the SYSTEM_LOOKUPS table, configured by ChemSW at installation.
New Regions can be added by a global administrator. |
Date Format |
Used to display dates and instruct the user on how to enter dates (Supported formats are mm/dd/yyyy, dd/mm/yyyy, and dd/mmm/yyyy) |
Currency |
Select the default currency in which monetary references for the site will occur. |
System |
Returns user to the System Configuration page. |
Assign Workunits |
Links to the Configure Workunits page, where the user can assign Workunits to the selected Site. |
Control Area Configuration |
Opens configuration page for Control Areas, used for Fire Reporting (see also Fire Reporting) |
Locations |
A link that displays all locations for the existing site in tree form. |
Print User Labels |
Links to the Print Labels for Site page, where the user can print a User Label for every user at the selected Site. |
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