Compass - Nimbly Documentation

Site Details

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🏢 Site Details Management

📌 Overview

The Site Details Management feature is a centralized administrative hub for configuring and managing every aspect of an individual operational location (Site). It allows administrators to define a site’s core information, assign personnel, and, most critically, set up highly specific and recurring reporting [schedules](../Schedule/Schedule Listing/ScheduleListingOverview.md). This granular control ensures that operational tasks, such as audits and checklists, are precisely tailored to the needs of each site.

🎯 Purpose & Value

Site Details Management enables organizations to customize operations at the individual location level, providing the foundational rules for tasks performed by field users on the mobile app.

Key benefits include:

  • 🏗️ Comprehensive Site Profiling – Manage core site data including coordinates and timezone
  • 👥 Flexible Personnel Assignment – Assign departments, supervisors, and auditors at site level
  • 📅 Granular [Schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) Control – Create multiple, distinct reporting [schedules](../Schedule/Schedule Listing/ScheduleListingOverview.md) per site
  • ⏰ Advanced Recurrence Rules – Configure daily, weekly, monthly, or custom occurrence patterns
  • 📲 Automated Reminders – Set push notifications and email distributions
  • ✅ Audit-Proof Verification – Mandate signatures and selfie verification for accountability

🚦 Current Status & Compatibility

  • Status: ✅ Fully Released
  • Platforms Supported:
    • 🖥️ Web (Admin Portal)

🔐 Access & [Permissions](../Settings/Access control/AccessControlOverview.md)

This feature is accessible to administrative users with [permissions](../Settings/Access control/AccessControlOverview.md) to view and manage sites:

  • System Administrators: Full access to all site configurations
  • Operations Managers: Configure sites within their jurisdiction
  • Site Managers: Manage their assigned locations

Access is typically found under Admin > Sites or Manage > Sites navigation path.

⚙️ System Architecture & Workflow

The Site Details Management follows a tab-based configuration approach:

1. Site Selection → Choose site from master list
2. Details Configuration → Set core information and defaults
3. Schedule Creation → Define reporting tasks and recurrence
4. Advanced Settings → Configure notifications and verification
5. Reports Review → Monitor submitted audits
6. Non-Operational Days → Define closure dates

🧰 Key Components

1. Details Tab 📋

Core site configuration and default personnel assignments:

Create a new site

Navigate to Add Site

New site creation

Create A Site Web Admin - 1 Create A Site Web Admin - 2

Site Information (Left Column)

  • Site name and optional subtitle
  • Complete physical address
  • Geographic coordinates (manual or map-based)
  • Country, province, and city selection
  • Timezone configuration
  • Check-in radius for geofencing (meters)

Default Assignments (Right Column)

  • Department associations
  • Default supervisor assignment
  • Default auditor assignment
  • Base-level personnel that can be overridden per [schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md)

2. Report [Schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) Tab 📅

Site Report Schedule Tab

[Single Audit](../Schedule/Single Audit/SingleAuditOverview.md)

Site Single Audit

[Team Audit](../Schedule/Team Audit/TeamAuditOverview.md)

Site Team Audit

The most powerful section for defining operational tasks:

[Schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) Creation Process

  1. Questionnaire Selection

    • Choose from dropdown of available checklists
    • Adds questionnaire to active [schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) list
    • Activates configuration panel

  2. [Schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) Configuration

    • Type: [Single Audit](../Schedule/Single Audit/SingleAuditOverview.md) or [Team Audit](../Schedule/Team Audit/TeamAuditOverview.md)
    • Department: Specific assignment for this [schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md)
    • Active Period: Define initial 24-hour window
    • Recurrence Pattern:
      • Daily, Weekly, or Monthly options
      • Specific day/date selection
      • End conditions (Indefinite, Occurrences, Date)

  3. Advanced Configurations ⚙️

    • Personnel Overrides:
      • Specific auditor assignment
      • Custom supervisor selection
      • Dedicated issue owner
    • Operational Rules:
      • Allow ad-hoc reports
      • Active [schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) period window
      • Check-in/out enforcement
    • Notifications & Verification:
      • Reminder timing (minutes before)
      • Signature requirements (0, 1, or 2)
      • Selfie verification with custom title
    • Report Distribution:
      • Automated email recipients

3. Reports Tab 📊

Site Details Reports Tab

Quick navigation to filtered report view:

  • Automatically filters to current site
  • Links to main All Reports module
  • Provides context-specific monitoring

4. Non-Operational Days Tab 🗓️

Site Non Operational Days Tab

Closure and holiday management:

  • Calendar-based date selection
  • Public holiday configuration
  • Maintenance day scheduling
  • Automatic [schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) pausing

🔁 Core Configuration Workflows

🎥 Site Creation/Editing, Site Details Demo

🎥 Site Report [Schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) Demo

Workflow 1: Initial Site Setup

  1. Navigate to Site

    • Access Admin > Sites
    • Click site name from master list

  2. Configure Details Tab

    • Verify/update site information
    • Set accurate coordinates
    • Configure check-in radius
    • Assign default personnel

  3. Save Configuration

    • Apply changes before moving to [schedules](../Schedule/Schedule Listing/ScheduleListingOverview.md)
    • Ensures defaults are available for selection

Workflow 2: Creating Report [Schedules](../Schedule/Schedule Listing/ScheduleListingOverview.md)

  1. Access Report [Schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) Tab

    • Select questionnaire from dropdown
    • Configure [schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) type

  2. Define Timing

    • Set initial start/end window
    • Choose recurrence pattern
    • Configure end conditions

  3. Apply Advanced Settings

    • Override personnel if needed
    • Set operational rules
    • Configure notifications
    • Add email recipients

  4. Save [Schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md)

    • Review configuration card
    • Verify all settings correct

Workflow 3: Managing Non-Operational Days

  1. Access Calendar Tab
    • Select dates from calendar
    • Add holiday descriptions
  2. Configure Closures
    • Mark recurring holidays
    • Set one-time closures
    • Save calendar settings

📊 Key Metrics & KPIs

Site Details Management enables tracking of:

  • [Schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) Adherence: Tasks completed as configured
  • Personnel Utilization: Auditor workload per site
  • Verification Compliance: Signature/selfie completion rates
  • Configuration Accuracy: [Schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) modifications over time
  • Notification Effectiveness: Reminder response rates

🔗 System Integrations

Site Details connects with multiple system components:

  • Sites List: Master view for site selection
  • Mobile Application: Executes configured [schedules](../Schedule/Schedule Listing/ScheduleListingOverview.md)
  • All Reports Module: Displays submitted audits
  • Questionnaire Management: Available checklist selection
  • User Management: Personnel assignment options
  • Department Management: Organizational structure

✅ Best Practices

For Configuration 🛠️:

  • 📝 Set Defaults First: Configure Details tab before [schedules](../Schedule/Schedule Listing/ScheduleListingOverview.md)
  • 🎯 Use Advanced Sparingly: Override only when necessary
  • 🏷️ Clear Naming: Descriptive [schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) names within context
  • 🔄 Regular Reviews: Audit configurations periodically

For [Schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) Management 📅:

  • ⏰ Realistic Timing: Consider operational hours
  • 👥 Balanced Workload: Distribute tasks evenly
  • 📱 Mobile Testing: Verify sync to field apps
  • 📧 Email Validation: Test report distribution

For Operational Excellence 🌟:

  • 🗓️ Holiday Planning: Update non-operational days in advance
  • 📍 Accurate Geofencing: Test check-in radius on-site
  • ✅ Verification Balance: Use signatures/selfies judiciously
  • 📊 Monitor Compliance: Review reports regularly

🚀 Getting Started

  1. Preparation Phase

    • Gather site information and coordinates
    • Identify personnel assignments
    • Plan reporting requirements
    • Define operational [schedules](../Schedule/Schedule Listing/ScheduleListingOverview.md)

  2. Configuration Phase

    • Complete Details tab thoroughly
    • Create initial [schedules](../Schedule/Schedule Listing/ScheduleListingOverview.md)
    • Test advanced configurations
    • Set non-operational days

  3. Validation Phase

    • Review all settings
    • Test mobile synchronization
    • Verify email delivery
    • Confirm geofencing

  4. Monitoring Phase

    • Track [schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) execution
    • Review submitted reports
    • Adjust configurations as needed
    • Optimize based on usage

💡 Pro Tips

  • Use the map interface for accurate coordinate setting
  • Create template [schedules](../Schedule/Schedule Listing/ScheduleListingOverview.md) that can be copied across similar sites
  • Enable reminders for critical time-sensitive audits
  • Set active [schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) periods to allow flexibility for field staff
  • Regularly review and archive old [schedules](../Schedule/Schedule Listing/ScheduleListingOverview.md) to maintain performance

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