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Create and Edit Sites

Attention, this is the published version. You can find the working version in the working space.

Create and Edit Sites

In the Sites menu, you find all of an auditee's production sites.

You can

  • retrieve the name, ID and address of a site,
  • see the date and duration of each audit,
  • find detailed information about each audit order and the findings found,
  • manage and view detailed information (activities, types, products, additional information,...) about the site,
  • link existing sites,
  • add a new site.

Sites can either be co-audited and certified with the main company, or treated separately.


Ξ PERMISSIONS

PermissionDescription
Sites - editingGives permission to add/edit/delete sites
Sites - readingGives permission to read sites
Sites overview readingGives permission to read overview of sites


Ξ SETTINGS

SettingDescription
Define Address Master Data (Country Management)How to Predefine Address Templates
Define Contact TypesHow to Prepopulate List Fields / Drop-Down Fields > Contact type
Define Activities How to Prepopulate List Fields / Drop-Down Fields > Activities
Define TypesHow to Prepopulate List Fields / Drop-Down Fields > Types
Set up your custom fields setHow to Predefine Custom Fields
Define Product Master DataHow to Predefine Process & Product Master Data
Define the products of the auditeeHow to Create and Update Processes & Products per Entity



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