Sites

Sites are the top-level organizational units for your farm operations. Each site represents a facility or location that contains multiple rooms where harvesting occurs.

Overview

Purpose: Organize your farm locations by creating sites that group related rooms together.

A Site record contains:

• Customer - The farm or customer who owns this site
• Name - Site name or identifier
• Description - Optional description of the site
• Address - Physical address of the site
• Status - Whether the site is active (on) or inactive (off)
• Start Date - When the site became active
• End Date - When the site was deactivated (if applicable)

After creating a site, you can:

1. Create Rooms - add harvesting locations to this site
2. View all rooms belonging to this site

Viewing Sites

1. Click Sites in the sidebar menu (under Data Management)
2. You’ll see a table with all sites, sorted by creation date

Table Columns

Column	Description
Customer	The farm or customer name
Name	Site name
Description	Site description
Address	Physical address (click to copy)
Status	Active (green) or Inactive (gray)
Start Date	When the site became active
End Date	When the site was deactivated

Filtering

• Use the Deleted records filter to show sites that have been archived
• Click any column header to sort by that column

Creating a Site

Who can do this: Super Admin, Data Manager

1. Click Sites in the sidebar
2. Click the New site button (top right)
3. Fill in the form:
   • Customer (required): Select the customer/farm from the dropdown
   • Name (required): Enter a name for the site (e.g., “Main Facility”, “North Building”)
   • Description (optional): Add any relevant details
   • Address (optional): Enter the physical address
   • Status: Toggle to active (on) or inactive (off)
   • Start Date (optional): When the site became active
   • End Date (optional): When the site was deactivated
4. Click Create

Viewing a Single Site

1. From the Sites list, click the eye icon (View) on any row
2. You’ll see:
   • Site details
   • Related rooms panel showing all rooms in this site

Rooms Panel

On the view page, you’ll see a panel listing all rooms that belong to this site, including:

• Room name
• Room size
• Target weight
• Status information

Editing a Site

Who can do this: Super Admin, Data Manager

1. From the Sites list, click the pencil icon (Edit) on any row
2. Modify the fields as needed
3. Click Save

Changing the Customer

If you change the customer for a site, all rooms in that site will now be associated with the new customer. Be careful when making this change if rooms already have plantings or transactions.

Deleting a Site

Who can do this: Super Admin, Data Manager

Single Delete

1. From the Sites list, click the Edit button
2. Click the Delete button
3. Confirm the deletion when prompted

Warning

Deleting a site will also affect:

• The site will be hidden from normal views (archived)
• Rooms belonging to this site will still exist but the site relationship will be preserved
• You can restore deleted sites using the “Deleted records” filter

Understanding Status

Active Status

When a site is active (status toggle is on):

• The site appears in normal listings
• New rooms can be assigned to this site
• The site is available for use in plantings

Inactive Status

When a site is inactive (status toggle is off):

• The site still exists in the system
• It may be filtered out of some views
• Use this when a site is temporarily not in use

Common Workflows

Setting Up a New Facility

1. Create a new Site record
2. Set the customer, name, and address
3. Set status to active
4. Create rooms for this site

Deactivating a Site

1. Open the site record
2. Click Edit
3. Toggle Status to inactive
4. Optionally set an End Date
5. Click Save

The site will remain in the system but won’t appear in active listings.

Troubleshooting

Cannot Create Site

Only Super Admins and Data Managers can create sites. Contact your administrator if you need this access.

Customer Not Appearing in Dropdown

• The customer must exist in the system first
• Contact your administrator to add the customer

Cannot See Rooms for a Site

• Make sure rooms have been created and assigned to this site
• Check that rooms haven’t been deleted
• Use the Rooms section to view all rooms and filter by site

Site Appears Deleted

• Use the Deleted records filter to see archived sites
• Deleted sites can be restored if needed
• Contact your administrator for help restoring sites