The Sites module in the Urgent Platform provides centralized management of all site-related information. From location data to safety hazards and regional classifications, this module ensures every site is accurately defined and maintained. This guide will walk you through how to view, edit, and configure sites within the platform.

For instructions on creating a new site, please see the Create a new site in Titan Maintenance article.

Accessing the Site Summary

Navigate to Manage > Sites to view the site summary. 

Operations

Depending on your permissions, the Operations menu contains the option to:

• Create a new site
• Export site list
• Upload sites in bulk

Site Actions

Use the lightning bolt actions icon to quickly access key actions including:

• Toggle active/inactive
• Delete site
• Edit site
• View on map
• View site details

View or Edit Site

Open the Site Details page to view or edit a site. You can access this page using either of the following options:

• Click Site Name
• Click the lightning bolt actions icon > select the pencil edit icon

From here, you may use the tabs to manage Details, Documents, Reactive Tasks, Notes, Users, Assets, Asset Tree, Licenses and Permits, and Safety Hazards for the site. 

Details

The Details tab contains basic information including address, working hours, site channel, and more.

Documents

In the Documents tab, you can add and organize files relevant to the site. 

Depending on your level of permissions, individual uploaded files include various options including view, edit details, delete, link to another area, cut, replace, and manage document security.

Reactive Tasks

The Reactive Tasks tab contains the Task Summary of reactive tasks specific to the site. Tasks can easily be created, actioned, or edited from this tab.

Notes 

Any notes added in the Notes tab will appear throughout all stages of a task related to this site. Validity periods may be defined using the Start and End Date fields. 

Notes marked with a Warning will add a flag to the site, which will be visible in the Site Details and at all stages of a Task associated with the site.

Clicking the warning flag will display the note.

 

Users

Site-level users can be created or managed in the Users tab. These users can be granted access to multiple sites in the “Areas & Channels” subtab.

Assets 

The Assets tab may be used to create and manage Assets specific to this site. 

Licenses and Permits

The Licenses and Permits tab may be used to track licenses and permits associated with the site. 

Safety Hazards

Any hazards checked in the Safety Hazards tab will add a flag to the site, which will be visible in the Site Details and at all stages of a Task associated with the site. 

Workflows can be customized to require acknowledgment of safety hazards during specific task stages.

Scheduled Tasks

When applicable, the Scheduled Tasks tab contains a list of Scheduled Tasks associated with the location.