Create a Site Record
Walk through the typical steps to create a Site record.
To create a Site record:
- On the
CSM Browser Client
or
CSM Desktop Client toolbar, click
New>New Site.
A new Site record is created with a status of New.
- Provide information about the Site in the Overview:
- Site Name: Provide a name (example: USA Headquarters). This is a required field.
- Address: Provide an address (example: 10125 Federal Drive).
- Address 2: Provide additional address information (example: Suite 100).
- Country: From the drop-down, select the country associated with the Site (example: United States of America).
- State/Province/Territory: From the drop-down, select the name of the state, province, or territory associated with the Site (example: Colorado).
- City: Provide the name of the city (example: Colorado Springs).
- Postal Code: Provide the zip code (example: 80908).
- Region Code: From the drop-down, select a region code (example: Western United States).
- Notes: Provide other important information for the Site.
- The Site record creator is automatically assigned as the Owner.
Assign a different Site Manager or Team in the Default Form by clicking the
Site Manager or Team name links.
Note: You can also change the SIte Manager by selecting the Assign To... link under Actions.
- Activate the Site by clicking the
Next: Active link in the Status bar.
The status changes to Active and the Site is available.
- (Optional) Create Building records to associate with the Site:
- Click the New Building button in the Form Arrangement.
- Complete the Building form.
- (Optional) To deactivate the Site, click the
Next: Inactive link in the Status bar.
Note: The status of the Building records associated with the Site must be set to Inactive before the Site can be deactivated.