🏢 How to Create a Site

Creating a site in Take5™️ Connect allows you to set up and manage individual locations tied to your projects. Each site can have its own documents, compliance checks, sign-in data, and safety records. Follow this guide to easily create a new site within your account.

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Step 1: 📍 Navigating to the Sites Section

1. From the main dashboard, go to the Sites section in the left-hand menu.
2. You will then be able to view your existing list of sites.

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Step 2: ➕ Creating a New Site

1. On the Sites page, click the Add button.
2. Enter the details for your new site, including:
   • Site Name: A clear, identifiable name for the site.
   • Location: Enter the address or use the map to drop a pin on the correct location.
   • Opening and Closing Time: The times the site will open and close.
   • Description: Add relevant notes about the site (optional).
   • Site Type: Select from available types (e.g., Construction, Maintenance, Admin).
   • Status: Choose between Active or Inactive based on whether the site is currently operational.
   • Risk level: the risk level associated with the site.
   • The option to enable or disable after hours notifications.
3. Then Save the details of the Site to create it and add it to the list of sites.

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Step 3: 👥 Assigning Site Managers

1. Scroll to the Managers section in the right hand side bar of the Site.
2. Click Link, the Link Employees and choose from the list of users in your account.
3. You can assign multiple managers to oversee the site.

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Step 4: 🗂️ Attaching Documents (Optional)

1. In the Documents tab, you can upload site-specific documents like inductions, safety plans, and risk assessments.
2. Click Add Folder, choose your file, and assign it a name and category.

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Step 5: ✅ Finalizing and Saving the Site

1. Review all information to ensure accuracy.
2. Click Save at the bottom of the form to create your site.
3. The new site will now appear in your Sites list and can be linked to projects, contractors, and compliance tasks.

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❓ Troubleshooting

• Site not saving? Ensure all required fields are completed, especially the site name and location.
• Can’t assign a manager? Make sure the user is active in your system and has the appropriate permissions.
• Site not showing on the list? Try refreshing the page or double-checking the filters (e.g., active/inactive).

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📞 Need Help?

If you need additional help or run into any issues:

• Email: support@take5connect.com
• Phone (NZ): 0800 582 535