Sites

A Site is a location or a place that is away from the company, where customer or vendor resides; or company uses for carrying out the business. Accordingly, classification of sites fall into three categories such as Internal, Customer, and Vendor. GoServicePro enables you to manage your internal, customer and vendor sites including creating hierarchical organizational structures. Flexible site hierarchy allows you to model complex internal or customer organizations based on levels such as Business Unit, Region, District, Office, and Individual sites. Mapping tools allow for geo-coding of sites in order to enable efficient routing and reporting. System administrators can restrict access to data based on organizational level.

See Also

Create New Site 

Site Activity

Site Inventory 

Add Alert to Site

Add Contact to Site

Add Parent or Child Site

Steps:

  1. To navigate to Sites – listing screen, on the left pane menu, expand Admin and then click Sites. The Siteslisting screen lists all the sites from the complete Business Unit.

  2. To add inactive sites as well to the listing grid, click Include Inactive Sites.

  3. To launch a new site form, click New Site.

  4. To export the listing grid display results, click Export to Excel button and then save the Excel file to desired location.

  5. To filter the search results, in the search bar, type the keyword and then click Search button.

  6. To clear the filter results/search results, beside Search field, click Clear button.

  7. To create a new filter:

    1. In the Search bar, type the keyword to display search results in the listing grid.

    2. Click Filter button and then in the dropdown menu, Click New Filter button.

    3. In the text field, enter the filter name and then click Save Filter.

  8. To delete existing filter:

    1. Click Filter button and then from the dropdown menu, select the filter that you want to delete.

    2. Click Delete Filter button.