Uploading Project Locations to Site Manager
From the Site Manager Control Panel, you can create and manage Locations to be used when creating a New Defect or New Site Issue.
Creating pre-defined locations for Projects allows Site Managers to create, review and update issues simply.
Administrators can create locations manually or upload them in bulk using an Excel template. This guide explains both methods.
1. Project Location Settings
On the far right, click the cog and it will take you to control panel.
Click on Site Manager and select Location/Areas.
2. Manage and Create Locations
There are 2 options to Add Locations:
2a Manual Entry
Click New Location button.
Enter Location Name and click Save.
If applicable repeat this step for Sub Location Tabs.
2b Download and Upload Excel Template
- Click the ellipsis in the top right corner and select Excel Template to download the excel template.
2. Fill in Location and Sub Locations as per below example is completed.
Warning: the cells from the excel sheet must contain value and no formulas.
3. Click the ellipsis in the top right corner and select Upload Locations.
Locations will be automatically uploaded.
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