This is a general overview of the Sites page. All of the actions described here are explained step by step in corresponding guides which are linked at the end of the article.
Sites contains an overview and contact information of all both active and inactive locations in which your clients are situated.
By clicking on the site name in the list you can view detailed information about that specific site, including:
- location map;
- required certificates for this site;
- contact persons;
- preferred or banned staff members;
- upcoming events;
- any existing documents linked to the site.
You can also import bulk site data from existing datasets by uploading a .csv or .xlsx file into your PARiM environment and matching the information according to our system. The import option can be found in the top right corner of the page.
The Site Actions section allows you to specify which department is responsible for a site and also add certificates to sites.
You can also access the work schedule overview of every specific site, which can be viewed by clicking on the small calendar icon on the right hand side of each site.
Now that you've got a general overview of the Sites page, here are some articles to take you through using it step by step: