Create and Manage Site Types

Site types are a classification for a monitoring site. There are many default site types, but site types can be managed and new site types can be created.

PREREQUISITES:

  • You will need to have the System Administrator role assigned to manage site types. See Manage User Accounts for more information.
  1. Click the Remote Monitoring Configuration icon in the upper-right corner.

  1. In the Site Types panel, click Manage to manage existing site types or Create Site Type to create a site type.

You can create a new site type from the app.

  1. Click Create Site Type on the Site Types panel.

The Untitled Site Type page opens.

  1. enter a Name and Description in the General section.
  2. Select the default report template and measurement type in the Reporting section. Use these settings to control which report or measurement is launched when monitoring a site’s View Default Report and View Default Measurement commands are selected. See Graph Measurements on a Site for more information.
  3. Optionally, select the available KPIs for the site type from the KPI Association drop-down list. KPIs are applied to the default measurement type.
  4. Optionally, add any custom fields for any user-defined fields. If any of these contain content, this is what displays in the app as the label for the field.
  5. Click Save to save the new site type.

NOTE: When managing site types, click Create Site Type next to the Search field and filter icon to open the Untitled Site Type page.

You can manage existing site types from the app.

  1. Click Manage on the Site Types panel.
  2. From the list of site types, click the edit icon.

  1. Make updates to the site type, such as the description, default report template or measurement type used, and associated KPIs.
  2. Optionally, add or modify any custom fields for any user-defined fields. If any of these contain content, this is what displays in the app as the label for the field. For example, Custom Field 1 could be renamed “Hydrant ID.”
  3. Click Save.

  1. Click the copy icon to clone a site type and create a new site type.
  2. Click the delete icon to remove a site type and the associated information.

NOTE: Only site types you have created can be deleted. Any default site types cannot be renamed or deleted and the delete icon is disabled.