Skip to main content
Eptura Knowledge Center

Add or Edit a Site

  1. Last updated
  2. Save as PDF

 

Add a Site

  1. From the Home screen, click Portfolio Manager and the All Locations screen displays.
  2. Click the Sites tab.
  3. Click the + Add Site button.
  4. Complete the fields, see below for the Site Fields.
  5. Click the Save button.

clipboard_e883571d9629de91fca9b418ac0e78fdd.png

Edit a Site

  1. Use the All Locations hierarchy to navigate to the site.
  2. Click Edit Site and the Edit Site form displays.

clipboard_e454b23a655baa7db2c0dbe4b65daabe3.png

  1. Complete the fields, and see the table below for the Site Fields.
  2. Click the Save button.

Site Fields

Overview Tab

Fields Description
Site Name Enter the name of the site.
Site Code Enter the code of the site.
Site Type Select the site type from the default list.
Region Select the region from the list and, if needed, you can use this to move the site to a different region.
Description Enter the short description of the site.
Designate as Campus If the site is part of a campus, then select Yes.

Location Tab

Fields Description
Address 1 Enter the address of the building.
Address 2 Enter the address of the building.
Country Enter the country of the building and then select the country name from the list.
State Select the state from the list.
City Enter the city of the site.
Postal Code Enter the post code of the site.
Time Zone Select the time zone of the site.
Time Format Select either 12-hr or 24-hr.
Map Coordinates

Your site's map coordinates are taken from the site's address; if you find it is not accurate, then you can enter the latitude and longitude to make an adjustment.

  1. Click the Map Coordinates field and the Map Coordinates dialog displays.

clipboard_ef44119f41ea0d6d2020097070f73b990.png

  1. Either enter the coordinates or use the address to caculate the coordinates.

In the Latitude field, enter the latitude and then in the Longitude field, enter longitude.

OR

Click the Calculate from Address button to caculate the coodinates.

  1. Click the Done button.

Specs Tab

Fields Description
Ownership Select either Owned or Leased.
Measurement System Select either Metric or Imperial.

More Tab

Fields Description
Operating Hours

If you want different operating hours for the site, then complete the following:

  1. Click the Edit Operating Hours button and the Edit Building Operating Hours dialog displays.

clipboard_eefbc4d68e0bc960e89a4f46bbeae7097.png

  1. Click the day toggle to display the fields.

clipboard_e9ccd99e0a9f57c11d38bf444bace2b20.png

  1. From the Time Days Starts drop-down, select the start time.
  2. From the Time Days Ends drop-down, select the end time.
  3. Click the Done button.