How to Create, Edit, Delete, and Change Status of a Site (Desktop)
Creating sites allows your company to assign and track data such as location, cost, and utilization, based on the asset's site assignment. Along with setting up geofences, it also helps to prevent theft and more accurate asset allocation.
Permission Requirements: Users with the "Add Site", "Edit/Update Site", "Close Site", and "Delete Site" permissions have the ability to create a site, edit a site, change the status of a site, and delete a site, respectively.
NOTE: If you are trying to create a site in the Tenna App, please see How to Create a Site (App).
Sites can only be edited and deleted in Tenna on a desktop, not in the Tenna App.
In this article:
How to Create a Site
- 1
- Select "Sites" from the navigation bar on the left.
- 2
- Click "Create Site" on the top right.
Alternatively, you can select "Site" from the "Create" dropdown menu on the top navigation bar from any page.
- 3
- Select "Single Site" and the Site Type. These are required fields.
NOTE: If you want to bulk upload sites, see How to Bulk Upload Sites (Desktop) for more information.
- 4
- Select the subsidiary from the Org Level (optional).
- 5
- Fill in the Site Information.
NOTE: The form fields change depending on the selected Site Type.
The Site Name, Start Date, Contract Completion Date, and Status are required.
- 6
- Create a boundary for the site.
All sites require at least one geofence, called a "boundary".
- 6a
- Enter the address in the search bar or click "Use Site Address" to autofill with the site mailing address.
NOTE: In many cases, the site address and the geofence address are not the same. The geofence address should be the location of your project operations, vs. a project office or trailer address that may be located miles away from the site operations.
- 6b
- Click "Create Default Geofence" at the bottom of the screen.
Geofences can be adjusted further and configured for notifications after the site is created. See Geofences Overview for more information on geofences.
- 7
- Enter management personnel for the site.
NOTE: Although these fields are not required, they are important to ensure the correct users get the appropriate notifications for this site or assets at this site.
- 8
- Click "Create Site".
Once your site is created, you will be navigated to the Site Details page.
How to Edit a Site
- 1
- Select "Sites" from the navigation bar on the left.
- 2
- Search for and select the site you want to edit.
- 3
- Click "Edit Site" on the top left.
- 4
- Edit the fields on the form as needed and click "Update Site" on the bottom of the screen.
How to Delete a Site
A site you may no longer want or need can be deleted as long as no assets are associated with it. The only reason for deleting a site is if a duplicate site was entered in error. In this case, it is best to delete the duplicate site to avoid confusion.
NOTE: Once an asset is associated with a site (i.e., was recognized within that site's geofence boundary), the site cannot be deleted because this site is in that asset's location records. At this point, the site can only be closed. See How to Change a Site's Status for further details.
- 1
- Select "Sites" from the navigation bar on the left.
- 2
- Find the site you want to delete.
- 3
- Click the checkbox to the left of the site.
- 4
- Click "Delete" on the top left.
- 5
- Click "Delete" to confirm.
If an asset has already been associated with the site, it cannot be deleted and you will receive an error message. The site will need to be closed instead. See How to Change a Site's Status for further details.
How to Change a Site's Status
The status of a site may be changed from Active to Closed to indicate if a site is operational or not.
NOTE: Closing a site keeps the site record in your account, which can be filtered from your active site list, but it's geofence is removed. When re-activating a site, a new geofence will need to be created.
Closing a site is recommended versus deleting a site once a project is finished. It is beneficial to maintain site and location records at the asset level for any asset that has visited that site.
- 1
- Select "Sites" from the navigation bar on the left.
- 2
- Find the site you want to change.
- 3
- Click the checkbox to the left of the site.
- 4
- Click "Status" from the top left.
- 5
- Use the dropdown to select "Active" or "Closed".
- 6
- Click "Update".
- 7a
- If you are changing the status of the site from "Active" to "Closed," click "Close Site" on the popup box to confirm.
NOTE: The geofence for that site will be deleted and any remaining assets on the site will be updated to "No Site" .
- 7b
- If you are changing the status of the site from "Closed" to "Active," you will be directed to the site creation page where you will need to create a new geofence for the site.
You can also update any other pertinent details about the site on this screen.
Once edits and geofences are complete, select "Update Site" at the bottom of the screen.