1. To add a Workplace or Site, Select Customer name in left and click the “+Site/+Workplace” button.
2. Clicking the “+Site/+Workplace” button opens the “Add Site/Workplace” page.
3. In the “Add Site/Workplace” page, the user can see the following details:
Site/Workplace name* – Enter the full name of the workplace, e.g., “Downtown Corporate Office”.
Workplace/Site type* – Specify the type of workplace/site, e.g., Office, Factory, Retail Store, Warehouse.
Workplace/Site short name* – Enter an abbreviated name for easy reference, e.g., “DCO”.
Documented area (sf) – Enter the total area of the workplace in square feet, e.g., 25,000.
Address 1* – Enter the primary street address, e.g., “123 Main Street”.
Address 2* – Enter additional address information if needed, e.g., “Suite 400” (optional).
Country* – Select or enter the country where the workplace is located, e.g., United States.
State* – Enter the state or region, e.g., California.
City* – Enter the city, e.g., Los Angeles.
Zip* – Enter the postal code, e.g., 90015.
Time Zone – Select the time zone corresponding to the workplace/site location.
4. Click the “Save” button to create a new workplace.
5. Click the “Save & Add New” button to create the current workplace and clear the form to add another one.
6, Click the “Cancel” button to discard changes and return without saving.