Sites Manager

Overview

  • Select Sites Manager from the Management landing page.
  • Expand the Management Navigation in the header of any screen, and select Sites Manager.

Add sites to make them available in the Change Management app, and edit the settings that determine:

  • The sites' contacts (up to 5 per site).
  • The sites' display order in the Site drop-down on the View Changes screen.
  • The site information that displays on the Product Details screen.

[Owner] - [App Name] (Change Management)

  • Site Name – The name of the company's site.
  • Contacts – The user acting as the contact for the site.

    At least one contact is required. Users populate from the Owner's company users.

  • Order – Display order in the Site drop-down in Change Management. Numeric value represents the Order.
  • Default – Enables the site as the default for all search and site field options within Change Management.
  • Status – Determines whether the site is active.
    • Enabled – (default) The site is active.
    • Disabled – The site is not active.

Available Actions

  1. Select Site in the header of the table.

    A new row displays.

  2. Enter a Site Name in the text field.
  3. Enter the display Order in the text field.
  4. Select the Default checkbox, if applicable.
  5. Enter a Contact in the type-ahead field.
  6. Select the Add icon in the Contacts column to add another Contact.
  7. Select Save.

    The screen reloads, and TraceLink saves the updates sites and contacts.

Add up to 5 contacts to a Site.

  1. Select the Add icon in the Contacts column for an existing Site Name.
  2. Enter a Contact in the type-ahead field.
  3. Select Save.

    The screen reloads, and TraceLink saves the updates sites and contacts.

If the Site only has one Contact, the Contact cannot be deleted.

  1. Select the Remove icon next to the Contacts field.

    The additional Contacts field disappears.

  2. Select Save.

    The screen reloads, and TraceLink saves the updates sites and contacts.

  1. Select the Remove icon in the Actions column of the table.

    The row disappears.

  2. Select Save.

    The screen reloads, and TraceLink saves the updates sites and contacts.

Error Messages

Error messages display on the screen in red text:

Error Action
Each site must have one Contact listed; please review your sites and add a Contact where needed. Populate Contacts Field.
Enter a Site Name. Populate the Site Name Field.