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System Administration

Topics Discussed Below

 Site Levels

 Site Level Maintenance

 Adding a Site Level

 Modifying a Site Level Name

 Deleting a Site Level

Site Levels

Site Levels defines your site’s hierarchal relationship and name basis. For example, Country, State, County, and City; Division, Brigade, Regiment, and Squadron; 1, 2, 3, and so on. Site Levels must be determined before a user can enter sites into your database. When a user enters a site into the database, they determine the level where it belongs.

Site Level Maintenance

Adding a Site Level

1.    Click the System Admin menu.

2.    In the Navigation pane, click the plus sign (+) next to System Settings. Click Site Levels.

3.    There are three ways to add a Site Level:

·         Within the tool bar directly above the Navigation pane, click the dropdown arrow next to New. From the list, select Site Levels.

·         Within the toolbar directly above the Navigation pane, click the Add Level button.

·         Within the Actions pane, click the Add Level link.

4.    With either option, the General-Site Level window opens and the Level Number field automatically populates with the next number in sequence.

5.    Type-in the level name.

6.    Within the Actions ribbon group, click Save & Close (to save and exit). 

Modifying a Site Level Name

1.    Click the System Admin menu.

2.    In the Navigation pane, click the plus sign (+) next to System Settings. Click Site Levels.

3.    The Site Levels list opens and displays all existing site levels. Double-click a Site Level name.

4.    The Site Level window opens. Click the Level Name field and type-in the new name.

5.    Click Save & Close.

Deleting a Site Level

Two scenarios will prevent you from deleting a site level. First, if the site level is associated to any record within your database, you must move the records to another site level. Second, the level must be at the bottom of the hierarchy, you cannot delete level 2 without first deleting level 3.

1.    Click the System Admin menu.

2.    In the Navigation pane, click the plus sign (+) next to System Setting. Click Site Levels.

3.    The Site Levels list opens to the right.

4.    Within the list, highlight the level to delete. There are three ways to delete a level:

·         Within the tool bar directly above the Navigation pane, click the red X.

·         Within the Actions pane, click the Delete Site Level link.

·         Double click the level name within the list. The Site Level window opens. Within the Actions ribbon group, click the Delete button.

5.    Once you click Delete, a message box appears verifying that you really want to delete the site level. Click Yes within the box to continue or No to cancel the operation.

6.    If the site level is associated to a record or is not at the bottom of the hierarchy a warning message appears, this means that you still have assignments that need to be reassigned.

 

 

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