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Manage Sites

You can define, update, and delete sites. Sites specify groups of locations, such as a city in which your enterprise has one or more locations, or a region in which you have customers.

Important! When you delete an object, you can no longer view the audit history for the object. We recommend that instead of deleting the object, you make the object inactive. Then, you can still view the audit history for the object.

Follow these steps:

  1. Click Directory, Site.
  2. Perform one of the following actions.
  3. Define a site.
    1. Click New Site.
    2. Enter the new site information.
    3. Click Save.

    Note: You can also define a site by copying an existing site, supplying a new name, changing the information, and saving the new site.

  4. Update a site.
    1. Search to find the list of available sites.
    2. Click the site that you want to update.
    3. Enter the new information for the site.
    4. Click Save.

    Note: You can also view the details for an object that is related to your site, if the related object has a Browse icon. When you click the Browse icon, you leave the site page and you navigate to the related object page. To keep the site page in view and preserve the site information, right-click the Browse icon and select Open Link in New Window. Close the new window when you are finished viewing the related object details.

  5. Delete a site.
    1. Search to find the list of available sites.
    2. Click the site that you want to delete.
    3. Click Delete and confirm that you want to delete the site.