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Changing Site Details

Summary | Guide | Modifying a Site | Archiving a Site | Copying a Site | Related Articles

Summary

Sometimes, it is necessary to change the details against a site. This can be to correct a mistake, to add new details, or simply to reflect changes made to the system as a whole.

Note: It is not possible to alter a site's associated client. If you need to update this, simply archive the current site and create a new one against the new client

Guide

Modifying a Site

To modify a site's details:

  • Search for the site in question and click on it to bring up the site details page

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  • Click on the Actions button and select Modify Site from the drop-down menu

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  • This will bring up the edit menu. Use this to change or add details as needed

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  • Click on the Save button in the top right to commit your changes

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Archiving a Site

When a site is no longer needed, you can use the archive feature to stop it appearing in searches or as a selectable option when creating a job

  • Search for the site in question and click on it to bring up the site details page

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  • Click on the Actions button and select Archive Site from the drop-down menu

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  • A pop-up window will appear to confirm the change. If you're sure, click Yes to confirm the change

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  • The site will then be hidden from searches unless the Show Inactive option is selected. Sites can be reinstated by selecting the Restore Archived Site option from the Actions menu

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  • A pop-up window will appear to confirm the change. If you're sure, click Yes to confirm the change

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Copying a Site

Sometimes, it is necessary to create multiple sites with similar details. Oneserve has a copy feature for this purpose. To use it:

  • Search for the site in question and click on it to bring up the site details page

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  • Click on the Actions button and select Copy Site from the drop-down menu

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  • This will bring up the site copy wizard. The wizard includes a limited subset of editable options

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  • Enter the correct details and click Submit to save your changes

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Related Articles

Creating a Site

Creating a Job

Sites Overview

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