Support Center

Site Management

Last Updated: Sep 28, 2017 06:08PM UTC

Viewing your sites


Individual sites can be managed by going to the Site Management menu. 

Site Management > Site List > Site Information



Here you can carry out a variety of searches using the menu filters along the top of the screen. As on other pages you can select the types of menus they wish to view by clicking on the blue box in the top right-hand corner.



There is also the option to go into the individual site and inspect the details. To do this all you have to do is click on the site link and you can view all the relevant CRM details pertaining to the site including, an overview which displays the metering connection details, services, a record of the meter readings, accounting which shows the shadow bills for AMR sites, actions and tasks which maintains a record of CRM entries and Hectors site check which allows automated check calculations.

Site Management > Site Information > Site > CRM 





User editing is permissible providing they have the system rights and this can be carried out by unlocking the CRM screen and editing the fields highlighted in yellow. To unlock the entry fields you’ll need to press the padlock button on the top right of the as highlighted below.



 

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