Adjusting Visible InformationFiltering the Spreadsheet
Locating and Using the Edit Sites Information Tool

Users with access to multiple sites can manage their site information in bulk using the Edit Sites Information Tool. This spreadsheet can be opened from the Edit Sites button on the Dashboard in the Site & Group Management (or Site and Region Management) section.

Navigating with breadcrumbs

When this option is selected, a popup will appear containing an editable spreadsheet with all of your sites and their associated metadata.

Adjusting Visible Information

You can add additional categories to your spreadsheet in the form of columns with the Add New Column dropdown. This will allow you to add up to 15 new fields of site metadata that you may be interested in viewing or changing.

Navigating with breadcrumbs

To remove a field, simply right click anywhere on the column and select, "Delete Column."

Navigating with breadcrumbs
Filtering the Spreadsheet

You may be interested in isolating one or more sites of a certain type to simplify the data entry process. Type in the name of a specific site into the search bar, or use the Filter button (located to the left of the search bar) to open additional filtering options. Selecting any combination of categories from the dropdowns will modify your site list to display only buildings that belong within the associated parameters. You can hide this row by clicking the Filter button again.

Add New Site Modal

When you are finished with your changes, click Save and your site metadata will be updated.