Add and edit your agency's own sites

Who can do this?

Agency Admins and Agency Coordinators, from People → Sites. Both can add and edit a site. Only an Agency Admin sees or sets its charge rates.

Sites you work at through a client on ShiftTracker are not here: they belong to that client. See Organisation, agency, client — who is who.

How do I add a site?

1. Go to People → Sites and press Add Site.
2. Site details. Fill Client organisation and Site name, the only two required fields. Add the Address and Postcode if you have them: type the postcode and press Find, or leave both empty. A postcode you enter is checked. Choose a Site type and Risk level if you like, and add Site instructions. Press Continue.
3. Contact and access. The site contact's name, phone and email, then Access Instructions, Key-holding & Alarm Notes, the site's emergency number, and the nearest A&E and police station. All optional. Press Continue, or Skip for now.
4. Billing. Choose the Booking method and add a Contract reference. An Agency Admin also sees Standard rate and Overtime rate. Press Continue, or Skip for now.
5. Review. Press Edit beside anything you want to change, then press Create Site.

What do my officers see?

An officer rostered at the site sees its briefing on their phone with the shift: the access instructions, the site contact, the emergency number and the nearest A&E and police station. Key-holding notes show only from 12 hours before the shift until it ends. They are stored encrypted.

How do I change a site?

On People → Sites, press Edit on the site's card, change what you need and press Update Site. Key-holding notes are saved only if you change them. A Coordinator's edit never changes the rates an Agency Admin set.

The bin button switches a site off. Only an Agency Admin can do that, unless your agency has given a Coordinator the permission.