Capture A Site

The Capture Site task allows the signed in user (Customer and Configuration Manager) to capture a Customer’s site details.

Note: Each customer can have multiple sites and each site can have multiple posts, but a customer must first have a site and then the site must have a post.

Animation: In this animation we capture a new customer site.


  1. Browse the process group and select Customers, then select the Customer Management process, select the Capture Site
  2. When opening the Capture Site task in Step 1: Select your Captured customer and review the populated business details.
  3. Under Step 2: For a new site: Select the Create radio button complete the required fields with a red Asterix (*): For editing an existing site: Select the Edit radio button, select the site from the drop down then review/ amend the site details as follows:
    • Payroll From Date: This is the day of the month the customer site billing begins. This will also be the day the roster for this site will begin.
    • Name: this is the site name.
    • Code: this is the site code.
    • Address: this is the physical location of the site.
    • City: this is the city of the physical location of the site.
  1. Under Step 3: is a check box that if checked allows you to specify that the Site will be on a pattern lock. Pattern lock requires a consistence working pattern(s) on the site and allows the system to auto generate future dated rosters for this site, based on the working pattern(s) selected.
  2. Under Step 4: Select the routing option for the Site Attendance and Timesheets, options are:
    1. Control Room
    2. Site Managers Group
  3. Under Step 5: Click Complete to process changes.