Site Manager Overview

Site Manager Overview

From Home, select Site Manager.



Select the category that you wish to view. 
For this example, we will select All Categories

  

1. Create a new issue
2. Tap on your desired issue to view the details 
3. Searching for issue 
4. Site Manager Filter 



1. Create a new issue

Tap the + button and you will be presented with the New Defect page. 
Defect category and Medium priority will be selected as default. 

  

2. Viewing Issues

The Details screen will be displayed and there will be 3 tabs; Details, Chat and Links. 
Details - All relevant details of the issue will be displayed in this tab.
Chat - A messenger style communication area, allowing both parties to communicate on the issue. This may contain clarification questions or progress updates. 
Links - It will give you a visual display of tasks for this issue and their status. 

    

3. Searching for Issue

Use any keyword to search for an issue in the search bar.



4. Site Manager Filter 

Tap on the Filter icon and the filter page below will appear. 
To search for a particular issue fill out the filter options.

  

For example, we want to search for an issue that is Completed and located in Emerald, 406.
Select the Complete status checkbox and enter the locations. 
Tap Apply



The filtered results will be displayed.




    • Related Articles

    • How to Manage Defects and Issues Assigned to You

      Defects will be used as an example, but the instruction will also work for other issues. From Home, select Site Manager. Select a defect that is assigned to you. The selected defect will open, tap Actions. The user responsible for the defect ...
    • How to Forward a Defect via Links

      Users are able to link any related items to existing defects. From Home, select Site Manager. Select by tapping a defect that you wish to add a new link to. Once a defect has been selected, navigate to Links on the top right. Tap Forward. You are ...
    • How to Access Defects

      From Home, select Defects. Any defects you assigned or assigned to you will be displayed. Tap on your desired defect to view the details. The details screen will be displayed and there will be 3 tabs; Details, Chat and Links. Details - All relevant ...
    • Create QR Code for Site Manager Locations on Mobile

      From Home, select Site Manager. You will need to create a New Site Manager Item to create a QR Location. Click here to follow the steps. Once all fields are completed, tap Save. You are given 2 options; save and save + send. Save + send will notify ...
    • How to Create a New Defect

      From Home, select Site Manager. Tap the + button. The New Defect page will appear. Defect category and Medium priority will be selected by default. You can select a different category from the dropdown list. You can tap the radio buttons to change ...