How to create a Project/Site

Learn how to create a new site and set up a GPS GeoFence.

Index

 

 

Please watch the following two videos on how to create a Site and a Geofence within the SiteConnect Web Portal:

 

This video does not reflect the new Projects/Sites hierarchy we have developed for SiteConnect so this may look a bit different now.

For more information on this, please see this article

 

How to create a Project/Site (4:21)

 

How to create a GeoFence for GPS sign in's (3:25)

 

If you need further assistance then please read on...

 

 

 

Creating a Project/Site

 

Projects side menu (1)

 

You can create a new site by going to the Projects menu in the left side menu.

 

 

 

This will show up a list of all of your current Projects you have registered with your account. To create a new Project, click Add.

 

Add project

 

If you are wanting to create a Site underneath a larger project, then click on Sites to the left of the Project you want to add this to, then click Add once in the Sites menu.

 

Sites menu (1)-1

 

This will bring up a list of fields to populate. 

 

Site credentials

 

These include:

  • Site Name
  • Location/Address Lookup
  • Site Type (Select from drop down)
  • Site Status
  • Job Number
  • Opening & Closing Times
  • Site Risk Level
  • Short Description of Work (Optional)

 

You can also switch notifications on and off that will be sent to the employee when they are on site after hours. To switch this on and off click the icon below.

 

Enable after hours notification 

 

 

Setting up a GPS GeoFence

Screen Shot 2020-07-27 at 9.48.07 AMTo set up a geofence, click on the "draw a shape" tool in the top center of the map. This will enable drawing mode on the map. 

 

Draw Shape tool

The simplest way to draw a geofence is to click on the four corners of the property you want to set the geofence up for. Clicking on the map will plot points for the geofence. Click and do not drag the mouse as dragging will move the map. You are essentially aiming to draw a square on the map which you can adjust afterwards. In order to finish the geofence you will need to click on the first point you plotted to close the loop.

Screen Shot 2020-07-27 at 9.53.56 AMWhen the "draw a shape" tool disappears from the map, you have successfully set up a geofence. The geofence will have handlers in the form of small circles that you can then click and drag to adjust the geofence. 

When drawing geofences, you want to draw them large enough to cater for GPS-drifting. See our GPS-drifting troubleshooting guide for more info around GPS-drifting.

At any time if you made a mistake, you can start again by clicking on the reset map button below the map. This will remove the geofence and/or any plotted points and reenable the drawing tool.

You are only allowed to draw a maximum geofence size of 50000 square meters. If a larger geofence size is needed, you can get in touch with the SiteConnect support team. 

You can also toggle between map and satellite modes if you prefer to look at satellite views.

 

Map & Satellite

Press the Save button when done. You can also Reset the map if you make a mistake when drawing the GeoFence.

 

Reswet map

You will automatically be taken to the site management view where you can complete the rest of the site information.

 

 

For any SiteConnect issues or questions, please contact us at siteconnectsupport@sitesoft.com or call us on 0800 748 763.