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Manually Checking In and Performing Actions on Sites

Manually Checking In and Performing Actions on Sites

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You can manually check into a site and perform activities against it. This is useful if there are no check-in resources available.

Firstly select My Sites.

 

In this screen, you will see sites that you have checked into before.


If you hit the + button on the top right, you can search for and add a site. When searching;

  • It will return projects/sites that the user has checked into before. and

  • It will return projects/sites that have a purchase order assigned to a company (supplier, not the licensee) that the user is a staff member of. and

  • If the user is a staff member of the licensee, then any project for that licensee.

 

When you select the site, you will see a screen similar to the one below.

You can record an activity against a site without checking in.