Estate

The Estate page allows you to view your organizations and site count by level. Each level represents an organization.

Note: Depending on your access rights, you may be able to only view and not edit Location details.

To access the Estate page, click Data Management > Estate.

From this page, you can view the different levels in the organizational hierarchy at your organization. Each level includes the number of sites assigned to each level.

Click to view information about sites assigned to the lowest level in the hierarchy.

Sites

The Sites page lists information about each site. Use the date picker to select an effective date.

Expand and collapse columns and use the lock icons at the top of each column to unlock or lock fields.

  • To lock a field, click .

  • To unlock a field, click .

  • To collapse a column, click .

  • To open a previously collapsed column, click .