Creating Sites
Enable Site Management, create sites, and understand the dashboard and Site settings modal
What sites are for
A site represents a physical location — a campus, warehouse, clinic, or construction zone. Sites are the anchor for per-site compliance rules, on-site presence registers, muster points, evacuations, and compliance scans. Without at least one site you cannot run site-scoped operations or add per-site requirements.
The Site Management dashboard at /admin/site-management lists every site you can access. Tenant administrators see all sites; site administrators and compliance scanners see only sites they are assigned to.
Prerequisites
Site Management must be enabled on your tenant (siteManagement.enabled). This is configured by your platform administrator via the MAT Admin Tool.
Cannot see Site Management?
If you do not see Site Management under Admin, contact your administrator. Non-admin staff who are assigned as a compliance scanner or site administrator may instead see Site Management as a standalone item in the main sidebar.
Only tenant administrators can create, rename, change status, or delete sites. Site administrators can configure per-site rules and scanners for sites they manage, but cannot create new sites.
Create a site
Open Site Management
From the admin menu, select Site Management (/admin/site-management). The page header reads Site Management with the subtitle: Sites, all-sites and per-site compliance rules, on-site register, scanners, and evacuations.
Open Site settings
Click Site settings in the top toolbar. The modal title is Site settings; the subtitle explains that you can create sites, tenant-wide rules, per-site rules, scanners, and administrators. Tenant admins land on the Sites section; site administrators open directly on Per-site requirements.
Add the site
In the left nav, select Sites. Under Add site, enter a Site name (placeholder: e.g. Main campus) and click Create site.
Tip
Manage existing sites
Under Existing sites in the Sites section, each row shows the site name and a Status dropdown:
| Status | Effect |
|---|---|
| Active | Site appears in pickers; scans and presence are allowed |
| Inactive | Site remains in the list but is typically excluded from day-to-day operations |
| Archived | Site is retired from active use; historical records are retained |
Update name or status
Edit the Name or Status fields, then click Save changes.
Delete a site
Click Delete on the site row. Deletion is permanent — confirm you no longer need associated presence, scan, or evacuation records tied to that site.
Warning
Dashboard overview
After creating sites, the dashboard shows KPI tiles scoped to all accessible sites or the site selected in the left-hand Sites card:
| KPI | What it shows |
|---|---|
| Site / Sites | Selected site name, or count of accessible sites when viewing All sites |
| On-site now | Open presence records — signed in, not checked out |
| Active evacuations | Evacuation or drill sessions not yet ended (highlighted red when > 0) |
| Scans (24h) | Compliance scans in the last 24 hours |
| Per-site rules | Configured site-level requirement rows |
| Muster points | Registered muster QR points for the selected site |
Toolbar shortcuts (right of header): Site settings, Contractor management (tenant admin), Risk assessments (when the risk module is enabled), and Open compliance scanner.
| Dashboard card | All sites view | Single site selected |
|---|---|---|
| Sites picker | Overview badge on All sites; each site shows status | Selected site highlighted; evacuation sites show red alert line |
| Site overview | Lists all-sites requirements; prompts to select a site for per-site tools | Per-site requirements plus On-site register, Muster point QR codes, Sign-off QR, Evacuation buttons |
Site settings sections
The Site settings modal left nav contains six sections. Which you see depends on your role:
| Section | Who can access | Purpose |
|---|---|---|
| Sites | Tenant admin | Create, rename, change status, delete sites |
| All-sites requirements | Tenant admin | Global compliance rules applied on every scan |
| Presence, muster & check-in message | Tenant admin | Tenant-wide timing and muster confirmation text |
| Learner navigation | Tenant admin (risk module on) | Hide/show Risk assessments nav link for learners |
| Per-site requirements | Site admin or tenant admin | Rules for the selected site |
| Scanners & administrators | Site admin or tenant admin | Assign compliance scanners and site administrators |
Tip
Related guides
- Presence, Muster & Evacuations — on-site register, muster QR codes, and evacuation drills
- Sites & Compliance hub — overview of the two-layer compliance model