| Page Name | Navigation Path |
|---|---|
| Add Attribute Groups to Country | Site Management Administrator > Site Management Administrator > Setup > Locations > Assignments > [Attribute Groups tab] > [Add Attribute Group] |
| Add Attribute Groups to Hierarchy Purpose | Site Management Administrator > Site Management Administrator > Setup > Hierarchies > Assignments > [Attribute Groups tab] > [Add Attribute Group] |
| Add Attribute Groups to Site Purpose | Site Management Administrator > Site Management Administrator > Setup > Trade Areas > Assignments > [Attribute Groups tab] > [Add Attribute Group] |
| Add Attribute Groups to Trade Area Group | Site Management Administrator > Site Management Administrator > Setup > Trade Areas > Assignments > [Attribute Groups tab] > [Add Attribute Group] |
| Add to My Cluster | Site Management User > Site Management User > Site Home > Home > Clusters > Simple Search > [Select a record] > Add to My Cluster |
| Advanced Search | Site Management User > Site Management User > Site Home > Home > Hierarchies Site Management User > Site Management User > Site Home > Home > Hierarchies > Advanced Search |
| Advanced Search Results | Site Management User > Site Management User > Site Home > Home > Hierarchies> Advanced Search > [select template] > [Go] > [select criteria] > [Search] Site Management User > Site Management User > Site Home > Home > Sites > Advanced Search > [select template] > [Go] > [select criteria] > [Search] |
| Assignments | Site Management Administrator > Site Management Administrator > Setup > Hierarchies > Assignments Site Management Administrator > Site Management Administrator > Setup > Locations > Assignments Site Management Administrator > Site Management Administrator > Setup > Sites > Assignments Site Management Administrator > Site Management Administrator > Setup >Trade Areas > Assignments |
| Attribute Group Details | Site Management Administrator > Site Management Administrator > Setup > Hierarchies > Attributes > [select Display Name record] Administrator > Sites > Attributes > [select Display Name record] Administrator > Locations > Attributes > [select Display Name record] Administrator > Trade Areas > Attributes > [select Display Name record] |
| Clusters | Site Management User > Site Management User > Site Home > Home > Clusters |
| Copy Attribute Groups | Site Management User > Site Management User > Site Home > Home > Sites > Create > Create Site: Basic Information > [Copy from an existing site} > [select a site] > Enter required information] > [Select Attribute Groups for Copy] |
| Create Asset Instances | Site Management User > Site Management User > Site Home > Home > Sites > [Select records] > [Create Asset] |
| Create Attribute | Site Management Administrator > Site Management Administrator > Setup > Hierarchies > Attributes > [select a record] > Attribute Group Details > [Add Attribute] Site Management Administrator > Site Management Administrator > Setup > Locations > Attributes > [select a record] > Attribute Group Details > [Add Attribute] Site Management Administrator > Site Management Administrator > Setup > Sites > Attributes > [select a record] > Attribute Group Details > [Add Attribute] Site Management Administrator > Site Management Administrator > Setup > Trade Areas > Attributes > [select a record] > Attribute Group Details > [Add Attribute] |
| Create Attribute Group for Hierarchy | Site Management Administrator > Site Management Administrator > Setup > Hierarchies > Attributes > Create |
| Create Attribute Group for Location | Site Management Administrator > Site Management Administrator > Setup > Locations > Attributes > Create |
| Create Attribute Group for Site | Site Management Administrator > Site Management Administrator > Setup > Sites > Attributes > Create |
| Create Attribute Group for Trade Area | Site Management Administrator > Site Management Administrator > Setup > Trade Areas > Attributes > Create |
| Create Country | Site Management Administrator > Site Management Administrator > Setup > Locations > Assignments > Attribute Pages tab > [Create Page] |
| Create Cluster | Site Management User > Site Management User > Site Home > Clusters > [Create] |
| Create Group | Site Management Administrator > Site Management Administrator > Setup > Role Security > User Groups > [Create Group] |
| Create Hierarchy: Basic Information | Site Management User > Site Management User > Site Home > Sites > Hierarchies > [Create] |
| Create Inventory Organizations | Site Management User > Site Management User > Site Home > Sites > [Select records] > [Create Inventory Organization] |
| Create Node | Site Management User > Site Management User > Site Home > Hierarchies > Hierarchy Workbench > [search for records] > [Create Node] |
| Create Page | Site Management Administrator > Site Management Administrator > Setup > Hierarchies > Assignments > [select Purpose] > [Go] > Attribute Pages tab > [Create Page] Site Management Administrator > Site Management Administrator > Setup > Locations > Assignments > [select Country] > [Go] > Attribute Pages tab > [Create Page] Site Management Administrator > Site Management Administrator > Setup > Sites > Assignments > [select Purpose] > [Go] > Attribute Pages tab > [Create Page] Site Management Administrator > Site Management Administrator > Setup > Trade Areas > Assignments > [select Trade Area Group] > [Go] > Attribute Pages tab > [Create Page] |
| Create Role | Site Management Administrator > Site Management Administrator > Setup > Role Security > Roles > [Create Role line] |
| Create Property Locations | Site Management User > Site Management User > Site Home > Sites > [Select records] > [Create Property Location] |
| Create Site | Site Management User > Site Management User > Site Home > Sites > [Create] |
| Create Site: Basic Information | Site Management User > Site Management User > Site Home > Sites > [Create] > [Select a method] > [Create] |
| Create Site: Detail Information | Site Management User > Site Management User > Site Home > Sites> [Create] > [Select a method] > [Create] > [Enter values in required fields] > [Continue] |
| Create Template | Site Management User > Site Management User > Site Home > Sites >Templates > [Create] |
| Create Template: Basic Information | Site Management User > Site Management User > Site Home > Sites > Templates > [Create] > [choose method] > [Create] |
| Create Template: Detail Information | Site Management User > Site Management User > Site Home > Sites > Templates > [Create] > [choose method] > [Create] > Create Template: Basic Information > [enter required fields] > [Continue] |
| Create Trade Area Group | Site Management Administrator > Site Management Administrator > Setup > Trade Areas > Trade Area Groups > [Create] |
| Create Value Set | Site Management Administrator > Site Management Administrator > Setup > Miscellaneous > Maintain Value Sets > [Create} |
| Edit Attribute Groups for Hierarchy | Site Management Administrator > Site Management Administrator > Setup > Hierarchies > Attributes > [select a record] > Attribute Group Details > [Edit] |
| Edit Attribute Groups for Site | Site Management Administrator > Site Management Administrator > Setup > Sites > Attributes > [select a record] > Attribute Group Details > [Edit] |
| Edit Attribute Groups for Site Location | Site Management Administrator > Site Management Administrator > Setup > Locations > Attributes > [select a record] > Attribute Group Details > [Edit] |
| Edit Attribute Group for Trade Area | Site Management Administrator > Site Management Administrator > Setup > Trade Areas > Attributes > [select a record] > Attribute Group Details > [Edit] |
| Edit Group | Site Management Administrator > Site Management Administrator > Setup > Role Security > User Groups > [select User Group link] > Group Details > [Update] |
| Generate Database View | Site Management Administrator > Site Management Administrator > Setup > Sites > Attributes > [select a records] > Generate Database View Site Management Administrator > Site Management Administrator > Setup > Locations > Attributes > [select a records] > Generate Database View |
| Geocoder | Site Management Administrator > Site Management Administrator > Setup > Map Preferences > Geocoder |
| Group Details | Site Management Administrator > Site Management Administrator > Setup > Role Security > User Groups > [select User Group link] |
| Hierarchies | Site Management User > Site Management User > Home > Hierarchies |
| Hierarchy Workbench | Site Management User > Site Management User > Site Home > Hierarchies> Hierarchy Search > [enter search criteria] Site Management User > Site Management User > Site Home > Hierarchies > Hierarchy Workbench Site Management User > Site Management User > Site Home > Home > My Hierarchies > Update My Hierarchies or Update Hierarchy |
| Requests | Site Management User > Site Management User > View Request Status |
| Import Format | Site Management Administrator > Site Management Administrator > Setup > Sites > Import Format |
| Maintain Unique Key | Site Management Administrator > Site Management Administrator > Setup > Locations > Attributes > [select a record] > Attribute Group Details > [Maintain Unique Key] |
| Maintain Value Sets | Site Management Administrator > Site Management Administrator > Setup > Miscellaneous |
| Map Preferences | Site Management Administrator > Site Management Administrator > Setup > Map Preferences > Map Preferences |
| My Clusters | Site Management User > Site Management User > Site Home > Home > My Clusters |
| My Hierarchies | Site Management User > Site Management User > Site Home > Home > My Hierarchies |
| My Sites | Site Management User > Site Management User > Site Home > Home > My Sites |
| Results Format | Site Management Administrator > Site Management Administrator > Setup > Sites > Results Format |
| Role Assignments | Site Management Administrator > Site Management Administrator > Setup > Role Security > Role Assignments |
| Role Details | Site Management Administrator > Site Management Administrator > Setup > Role Security > Roles > [select Role link] |
| Roles | Site Management Administrator > Site Management Administrator > Setup > Role Security > Roles |
| Person | Site Management Administrator > Site Management Administrator > Setup > Role Security > Roles > [select Last Updated By link] |
| Personalize Display Formats | Site Management User > Site Management User > Site Home > Home > Sites > Simple Search > Personalize |
| Search Coverage | Site Management User > Site Management User > Site Home > Home > Sites > Coverage Search Site Management User > Site Management User > Site Home > Home > Sites > Site Search > [Select a record] > Coverage Search |
| Search Criteria | Site Management Administrator > Site Management Administrator > Setup > Sites > Search Criteria |
| Simple Search | Site Management User > Site Management User > Site Home > Home > Sites > Simple Search |
| Site Map | Site Management User > Site Management User > Site Home > Home > Sites > [select record] > View Site > [View Map] |
| Site Map Preferences | Site Management Administrator > Site Management Administrator > Setup > Map Preferences > Map Preferences |
| Templates | Site Management User > Site Management User > Site Home > Home > Sites > Templates |
| Trade Area Groups | Site Management Administrator > Site Management Administrator > Setup > Trade Areas > Trade Area Groups |
| Update Role | Site Management Administrator > Site Management Administrator > Setup > Role Security > Roles > [select Role link] > Role Details > [Update] |
| Update Site | Sites > [select record] > [Update] |
| Update Trade Area Group | Site Management Administrator > Site Management Administrator > Setup > Trade Areas > Trade Area Groups > [select a record] > [Update] |
| User Groups | Site Management Administrator > Site Management Administrator > Setup > Role Security > User Groups |
| View Cluster | Site Management User > Site Management User > Site Home > Home > Clusters > [enter search criteria] > [select record] |
| View Comparisons | Site Management User > Site Management User > Site Home > Home > Sites > Simple Search > [Select records] > Compare > [Go] |
| View Hierarchy | Site Management User > Site Management User > Site Home > Home > Hierarchies > [select criteria] > [Go} >[select a record] |
| View Site | Site Management User > Site Management User > Site Home > Home > Sites > [select record] |
| View Template | Site Management User > Site Management User > Site Home > Home > Sites > Templates > [select record] |
| View Trade Area Group | Site Management Administrator > Site Management Administrator > Setup > Trade Areas > Trade Area Groups > [select a record] |