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Topics Discussed Below

Official Account - Sites

Selecting All Sites

Deleting a Sites

Unselecting All Sites

Official Account - Sites

An account number can be limited to a site allowing you to monitor the account numbers for each site independently.

Child sites do not inherit the association of their parents; you need to associate all levels to the account number. 

Adding Site Association

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts, then Official Accounts.

3.     Depending on the amount of records within your database, the list may not readily populate, to populate the list perform one of the following actions:

·         Within the search box, type any portion of the record, this could be the account number, organization name, site name, etc. and then click the magnifying glass.

·         Click the Show All button.

4.   The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.   Within the Show ribbon group, click the Sites button. The window displays two panes of information; the top pane displays the sites associated to the account. The lower pane displays a list of all the sites within your database, the following read-only information is available for each site:

·         Site Name – displays the name of the site, this is the lowest level of the site tree.

·         Site Path – displays the complete path to the site. Each level is separated by a >.

·         Site Level – displays the site level name or number.

·         Site Code – displays the three-digit alphanumeric site code.

! You can search for an organization within the Search Organization pane by typing in the name or portion of the name within the Search text box, and then click the magnifying glass. Any record with the search characteristics displays within the pane.

6.   To add a site to the account, find the site within the list, and double-click the record, the site name now displays within the upper pane.

! Be aware that sites do not inherit the associations of their parents. You must associate each level to the account. For example, if you associate a parent and want all the children associated you must associate all children site as well.

7.   Within the Actions ribbon group, click Save (to save and stay) to continue working with the account, or click Save & Close (to save and exit) to return to the Accounts list.

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Selecting All Sites

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts, then Official Accounts.

3.     Depending on the amount of records within your database, the list may not readily populate, to populate the list perform one of the following actions:

·         Within the search box, type any portion of the record, this could be the account number, organization name, site name, etc. and then click the magnifying glass.

·         Click the Show All button.

4.   The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.   Within the Show ribbon group, click the lower portion of the Site button to access a drop-down menu. From the menu, highlight Select All Sites.

All site names displays within the top pane.

6.   Within the Actions ribbon group, click Save (to save and stay) to continue working with the account, or click Save & Close (to save and exit) to return to the Accounts list.

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Deleting a Site

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts, then Official Accounts.

3.     Depending on the amount of records within your database, the list may not readily populate, to populate the list perform one of the following actions:

·         Within the search box, type any portion of the record, this could be the account number, organization name, site name, etc. and then click the magnifying glass.

·         Click the Show All button.

4.   The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.   Within the Show ribbon group, click the Sites button.

6.   Within the top pane, right site on the site name to access a pop-up menu, from the menu select Delete.

7.   Once you click Delete, a message box displays verifying that you really want to delete the site. Click Yes within the box to continue or No to cancel the operation.  Once selected, cairs.net draws a line through the site; allowing you to delete multiple items at once.

8.   If you do not want to delete the site, right-click the record to access a pop-up menu and from the pop-up, click Undelete.

9.   Once you select Undelete, a message box displays verifying that you really want to keep the site. Click Yes within the box to continue or No to cancel the operation.

10. Within the Actions ribbon group, click Save (to save and stay) to continue working with accounts, or click Save & Close (to save and exit) to return to the Accounts list.

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Unselecting All Sites

1.    Click the Accounting menu.

2.    Within the Navigation pane, click Accounts, then Official Accounts.

3.    To populate the Account list, you must either:

·         Within the search box, type the account number or portion of the number and then click the magnifying glass.

·         Click the Show All button.

4.    The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.    Within the Show ribbon group, click the lower portion of the Site button to access a drop-down menu. From the menu, highlight Unselect All Sites.

The site names are removed from the top pane indicating that there         are no site associations.

6.    Within the Actions ribbon group, click Save (to save and stay) to continue working with the account, or click Save & Close (to save and exit) to return to the Accounts list.

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