Sites Management

Sites are maintained by the PME. See more details about user rights in the User Roles and Permissions chapter of this documentation.

The Sites area of the Settings sections allows users to manage the locations defined as the place for Field Monitoring visits. These sites indicate communities otherwise not present in the location dataset available to the country office from official channels. These sites will be available on a drop-down menu in the Collect section once a specific visit is being organized.

The list of available sites locations

Users can choose the number of displayed Sites per page using the drop-down field at the bottom of the list:

Selecting the number of Sites per page

Adding New Sites

Users can add new sites by clicking the "+" button at the upper-right corner of the Sites Locations list:

Add a new site

The following window will appear on the screen:

Adding site-specific info

To create a new site, the user should enter its name using the input field and set its status (Active/Not Active). Then, the user can point to a particular location on the map. A new pin on the map will appear, and the coordinates of a newly creates site will appear at the bottom of the map:

Choosing a specific location for the new site

To finish adding a new site, click the Add button.

An alternative method to clicking on the map, a user can input the latitude and longitude coordinates when adding a site.

An important feature to note is the presence of all the other sites on the map in the area of interest. This feature helps the PME user ensure that no duplicates sites are added in the same area.

Sites Editing

Users can edit a particular site by clicking the Edit button:

Sites editing

The editing form allows changing the site's name, status, and location:

Site editing

Searching

The top section of the Sites area provides searching and filtering features:

Users can perform searching by a site's name or location. A Location is defined as a geographic area delimited by a boundary at an administrative level provided by the government of the respective country. A Site name is defined with the use of the FM module. Also, users can choose whether inactive sites should be displayed:

Searching and filtering

Exporting

Users can export all available sites to a CSV file using the Export button in the upper-right corner of the Sites page:

Exporting sites