Create a Site Record

Walk through the typical steps to create a Site record.

To create a Site record:

1. 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.

2. Provide information about the Site in the Overview:
   1. Site Name: Provide a name (example: USA Headquarters). This is a required field.
   2. Address: Provide an address (example: 10125 Federal Drive).
   3. Address 2: Provide additional address information (example: Suite 100).
   4. Country: From the drop-down, select the country associated with the Site (example: United States of America).
   5. State/Province/Territory: From the drop-down, select the name of the state, province, or territory associated with the Site (example: Colorado).
   6. City: Provide the name of the city (example: Colorado Springs).
   7. Postal Code: Provide the zip code (example: 80908).
   8. Region Code: From the drop-down, select a region code (example: Western United States).
   9. Notes: Provide other important information for the Site.
3. 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.
4. Activate the Site by clicking the Next: Active link in the Status bar.

   The status changes to Active and the Site is available.

5. (Optional) Create Building records to associate with the Site:
   1. Click the New Building button in the Form Arrangement.
   2. Complete the Building form.
6. (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.