Site Groups Template: Create and Edit
Organize and group sites within categories to improve filtering, reporting, and data insights.
This section allows you to create and manage Site Groups, which are stored within your Site Categories.
Site Groups provide a more detailed layer of organization — letting you segment sites inside a specific category for deeper analytics, tracking, and reporting.
Purpose
Site Groups allow you to break down a Site Category into smaller, more specific segments.
For example, if your category is Industrial, your site groups might include Refineries, Power Plants, and Factories.
This additional layer helps refine your data, allowing you to run reports and analyze site activity, scaffolds, and inventory usage with greater precision.
Access the Site Groups Template
In the side navigation, click Settings → Templates → Site Groups.
The site group template editor will open, displaying the current configuration or a blank form if it’s your first time creating one.
Creating Site Groups
You can create as many site groups as needed within each category.
Each group represents a sub-classification of your site category and helps you manage operational and reporting structures more effectively.
Adding a Site Group
Click inside the Group field and enter a group name (e.g., City Name (New York), Region Name (East Coast), Project Classification (Refinery)).
Add Additional Groups
To add another group, click the green Add Group button at the bottom of the last Group field.
Tip: When you click “Update Template,” all groups are automatically sorted alphabetically (A–Z) to keep the list neat and standardized.
Example:
Functionality
Each site category can have multiple site groups stored under it.
When you create or edit a site, you’ll first select the category, and then choose a group within that category.
This helps you:
Segment data within a category (e.g., “Industrial → Power Plants”).
Filter analytics dashboards by group or category.
Generate reports that show performance, usage, or inventory at a more granular level.
Remove Site Groups
To delete a site group, click the red trash icon next to the item.
When you delete a site group, only that item will be permanently removed.
Tip: Use caution — deleted groups will no longer be available when creating sites.
Edit Site Group
To edit existing entries, click inside the text field and type your updates.
Save and Update
Once your site groups are finalized, click Update Template (bottom-right corner).
The system will automatically save and apply your changes across all connected users and devices.
Tip: Any future sites created using this template will have access to the site groups that you have added.
How It Works in Practice
Once site groups are set:
When creating a new site, select its category, then assign it to a group within that category.
This association allows your dashboards, analytics, and reports to display detailed breakdowns — for example, comparing industrial jobs by region or facility type.
When you click Update Template, your list of groups is saved and automatically arranged A–Z.
Any updates you make sync instantly across your organization and devices.
Best Practices
Use clear, descriptive names (e.g., East Coast Region, Western Projects).
Keep naming consistent across categories and groups.
Avoid duplicates that could confuse analytics.
Review and clean up groups periodically to ensure they remain relevant.
Use the A–Z auto-sort to maintain clarity and organization.
Tips:
Site groups work inside site categories — so plan your structure before creating them.
You can use location-based naming (e.g., City Name, Region Name) for easier regional reporting.
Only delete a group if it’s no longer used in any active site.
Combining categories and groups provides powerful filtering in your reports — for example: “Show all Industrial → Power Plant scaffolds built this month.”
Last updated
Was this helpful?