Introduction

The video explains the "Sites" setting in GearLog, which is used to represent a physical location where equipment might be kept.

Key Aspects of Sites in GearLog

• Hierarchy: Sites are organized in a hierarchy, which could go from country to city to building to room to cupboard, to shelf and so on, helping to accurately identify equipment locations.
• Recommendation: Set up your sites before adding equipment to the platform.
• Terminology: If you do not like the term "site," you can change it in your profile settings to an alternative like "location" or "place".
• Display Styles:
  • Indented: Each level in the hierarchy is pushed in a little bit; best for a small number of sites.
  • Nested: Only top-level sites are visible until expanded; preferred for complex hierarchies.

Creating a New Site

When adding a new site, the user must provide a name. Optional settings include:

• Color and Icon/Picture: Useful for quickly distinguishing and recognizing different sites.
• Organization-Only Site: Indicates if a site is simply used as a "folder" to organize other sites (e.g., a "Country" level) and is not expected to store equipment.
• Quick Deployment: Allows the site to appear on the quick deploy option for rapidly moving equipment.
• Parent Site: Used to place a new site as a subsite underneath an existing one in the hierarchy.
• Main Contact: A user (such as a quartermaster) can be associated with the site.
• Location: Useful for the dashboard tool's map view.
• Reservation Information: Details like opening times or pickup instructions can be included for users.
• Refundable Guarantee: For our enterprise platform users, indicates if a deposit is required for equipment at that site.

Importance and Uses of Sites

Sites are integrated throughout the platform in the following ways:

• Equipment Location: Records exactly where a piece of equipment is stored.
• Filtering: Used as a primary filter on the equipment page, reports page, and dashboards.
• User Control: Can restrict what equipment users see. A user can be linked to a site and limited to viewing only equipment at that site and its subsites.
• Equipment Import: When importing via spreadsheet, the Site ID can be used to automatically assign equipment to the correct location.