Compass - Nimbly Documentation

Sites Management Dashboard

7 min read

🏢 Sites Map of Content

🎯 Overview

Central hub for all Sites documentation across Nimbly Compass. Sites form the foundation of location-based operations, enabling hierarchical organization management, location-specific configurations, and geographical data analytics.

The Sites Management Dashboard serves as the central administrative hub for creating, organizing, and configuring all physical locations (stores, warehouses, facilities) within the system. It enables administrators to define detailed site profiles, group them into logical regions, assign personnel, and set up complex, recurring audit and reports schedules that drive field operations.

Quick Start

📋 Core Documentation

Sites Features

Key Concepts

  • Hierarchical Structure: Multi-level organization support
  • Geolocation: GPS-based site positioning
  • Time Zones: Location-specific time management
  • Multi-tenancy: Organization isolation

🎯 Purpose & Value

Site Management transforms how organizations structure and oversee their distributed operations, providing the foundational framework for all location-based activities.

Key benefits include:

  • 🗺️ Centralized Location Management – Control all sites from a single administrative hub
  • 👥 Strategic Personnel Assignment – Match the right staff to the right locations
  • 📅 Automated Scheduling – Set up complex, recurring audit and reports schedules
  • 🌐 Regional Organization – Group sites for streamlined management and analysis
  • 📍 Geofencing Capabilities – Ensure field staff are on-site during operations
  • 📊 Performance Visibility – Access site-specific reports and analytics instantly

🚦 Current Status & Compatibility

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

🔐 Access & Permissions

The Sites Management Dashboard is intended for users with high-level administrative privileges:

Access is granted through the Manage or Admin section of the platform.

⚙️ System Architecture & Workflow

The Sites Management Dashboard follows a hierarchical structure:

1. Site Creation → Define location details and coordinates
2. Personnel Assignment → Assign departments, supervisors, auditors
3. Schedule Configuration → Set up audit and report schedules
4. Regional Grouping → Organize sites into logical groups
5. Operations Execution → Field staff perform assigned tasks
6. Performance Analysis → Review site-specific reports and metrics

🧰 Key Components

1. Site List Dashboard 📋

Sites Dashboard Web Admin

Central view of all active sites with key information:

  • Site names and addresses
  • Assigned supervisors and auditors
  • Quick actions for editing and management
  • Filtering and search capabilities

2. Site Creation & Editing 🏗️

📝 Note

For detailed information about specific features, please refer to:

  • Site Details documentation for in-depth site configuration options
  • Site Reports documentation for comprehensive reporting capabilities

Site Groups Web Admin

Details Tab

  • Site name and subtitle configuration
  • Address with map integration
  • Geo-coordinates and timezone settings
  • Check-in radius definition
  • Department and personnel assignments

Report Schedule Tab

Configure automated audit schedules:

  • Single Audit or Team Audit selection
  • Questionnaire assignment
  • Recurrence patterns (Daily, Weekly, Monthly, Custom)
  • Advanced configurations:
    • Reminder notifications
    • Check-in/out enforcement
    • Signature requirements
    • Selfie verification

Reports Tab

Historical view of all site submissions:

  • Filter by report type, user, or date
  • Bulk download capabilities
  • Performance tracking

Non-Operational Days Tab

  • Custom holiday and closure settings
  • Calendar-based selection
  • Automatic schedule exclusions

3. Site Regions (Groups) 🗂️

Create A Site Group Web Admin

Existing Site Groups Web Admin

Logical grouping system for sites:

  • Create custom regional hierarchies
  • Assign sites to multiple groups
  • Batch schedule management
  • Regional performance comparison

🔁 Core Site Management Workflows

📝 Note

For detailed information about specific features, please refer to:

  • Site Details Overview documentation for in-depth site configuration options
  • Site Reports Overview documentation for comprehensive reporting capabilities

🎥 Sites Dashboard Demo

🎥 Site Groups Demo

Workflow 1: Initial Site Setup

  1. Create Site Profile

    • Navigate to Manage > Sites
    • Click Add Site button
    • Enter site name and complete address
    • Verify map coordinates and timezone
    • Set check-in radius for geofencing

  2. Assign Personnel

    • Select relevant departments
    • Assign supervisors for oversight
    • Add auditors for field operations
    • Configure reporting hierarchy

  3. Configure Schedules

    • Choose audit type (Single/Team)
    • Select appropriate questionnaire
    • Define recurrence pattern
    • Set advanced requirements

Workflow 2: Regional Organization

  1. Create Site Groups

    • Access Site Region tab
    • Define group name and description
    • Add sites using dropdown selector
    • Save regional configuration

  2. Apply Regional Settings

    • Assign schedules to entire regions
    • Configure regional managers
    • Set group-specific policies
    • Monitor regional performance

Workflow 3: Ongoing Management

  1. Monitor Site Performance

    • Review submitted reports
    • Track completion rates
    • Identify underperforming locations
    • Address operational issues

  2. Update Site Information

    • Modify personnel assignments
    • Adjust schedules as needed
    • Update non-operational days
    • Refine geofencing settings

📊 Key Metrics & KPIs

Site Management enables tracking of essential operational metrics:

  • Schedule Completion Rate: Planned vs. executed audits
  • On-Time Performance: Audits completed within scheduled windows
  • Check-In Compliance: Staff arriving within geofence radius
  • Regional Performance: Comparative analysis across site groups
  • Report Quality: Completeness and accuracy of submissions
  • Staff Utilization: Workload distribution across auditors

🔗 System Integrations

Site Management connects with multiple system components:

✅ Best Practices

For Administrators 👨‍💼:

  • 🏷️ Consistent Naming: Use standardized site naming conventions
  • 📍 Accurate Coordinates: Verify map pins match physical locations
  • 👥 Balanced Assignments: Distribute workload evenly among auditors
  • 📅 Strategic Scheduling: Consider peak hours and staff availability

For Operations Managers 💼:

  • 🗂️ Logical Grouping: Create regions that match business operations
  • 📊 Regular Reviews: Monitor site performance weekly
  • 🔄 Schedule Optimization: Adjust frequencies based on needs
  • 📱 Mobile Sync: Ensure schedules sync properly to field apps

For Regional Managers 🌐:

  • 📈 Comparative Analysis: Benchmark sites within regions
  • 🎯 Targeted Improvements: Focus on underperforming locations
  • 👥 Staff Development: Identify training needs by site
  • 🔄 Process Standardization: Implement best practices across regions

🚀 Getting Started

  1. Planning Phase

    • Map out all physical locations
    • Define regional structure
    • Identify personnel resources
    • Determine audit requirements

  2. Configuration Phase

    • Create site profiles systematically
    • Assign personnel thoughtfully
    • Set up initial schedules
    • Configure regional groups

  3. Testing Phase

    • Run pilot schedules
    • Verify mobile synchronization
    • Test geofencing accuracy
    • Validate report generation

  4. Rollout Phase

    • Train administrators on system
    • Onboard field staff gradually
    • Monitor initial operations
    • Refine based on feedback

💡 Pro Tips

  • Start with a small group of sites before full deployment
  • Use the bulk actions feature for efficiency with large site counts
  • Set up template schedules that can be copied across sites
  • Enable check-in/out for better time tracking and accountability
  • Regularly archive inactive sites to maintain system performance

🔧 Technical Implementation

Backend Implementation

  • 🔧 Sites Backend - Server-side architecture and APIs
  • Database schema for site management
  • Geolocation and timezone handling
  • Personnel assignment logic
  • Schedule automation systems

Frontend Implementation

🔗 Feature Dependencies

Sites management connects with and depends on multiple system features:

Core Dependencies

  • Dashboard - Main navigation and overview
  • Users - Personnel assignment and management
  • Departments - Organizational structure
  • Reports - Site-based reporting and analytics

Operational Dependencies

Configuration Dependencies

⚙️ Site Configuration Details

Geographic Configuration

  • Precise Coordinates: GPS latitude/longitude for exact positioning
  • Geofencing Radius: Customizable check-in perimeter (50m-1000m)
  • Timezone Management: Automatic timezone detection and manual override
  • Address Validation: Integration with mapping services for accuracy

Operational Configuration

  • Business Hours: Operating schedule definition
  • Non-Operational Days: Holiday and closure calendar
  • Check-in Requirements: Mandatory location verification
  • Audit Frequency: Customizable scheduling patterns

Personnel Configuration

  • Department Assignment: Multi-department site support
  • Role-Based Access: Supervisor, auditor, and viewer permissions
  • Capacity Limits: Maximum personnel per site configuration
  • Backup Personnel: Automatic assignment for coverage

🏗️ Site Management Features

Advanced Site Operations

  • Bulk Site Import: CSV-based mass site creation
  • Site Templates: Reusable configuration patterns
  • Site Cloning: Duplicate existing site configurations
  • Archive Management: Inactive site handling and data retention

Monitoring & Analytics

  • Performance Dashboards: Site-specific KPI tracking
  • Compliance Monitoring: Audit completion and quality metrics
  • Utilization Reports: Personnel and resource allocation analysis
  • Trend Analysis: Historical performance patterns

Integration Features

  • API Endpoints: Third-party system integration
  • Webhook Support: Real-time event notifications
  • Mobile Sync: Automatic field app synchronization
  • Export Capabilities: Data portability and backup options

Graph View

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