Manage Sites

To add or edit a site:

1. Do one of the following:

   • Search for and open the relevant business unit record, and then click the New Site option in the Tasks panel.

     

   • Search for and open the relevant existing site, and then click the Click to edit details button on the Summary tab.

   • Select an existing site in the Navigator panel and then click the Click to edit details button on the Summary tab.

     

   The Site Editor is displayed.

   

2. Enter or edit the relevant details.

The fields on the Site Editor are described in the following table.

This field	Holds this information...
Number	The number of the site. This is populated automatically depending on the Site Auto Unique Number setting in System Options (accessed by navigating to Tools > System Options and then clicking the System Options button).
Name	The name of the site.
Description	A description of the site.
Physical Status	The physical status of the site (for example: In Use). Note: These can be defined in Physical Status reference data (accessed by navigating to Functions > Core > Reference Data > Core).
Environmental Factor	The site's environmental factor. Note: These can be defined in Environmental Factor reference data (accessed by navigating to Functions > Core > Reference Data > Core).
Tenure	The site's tenure (for example: Freehold). Note: These can be defined in Tenure reference data (accessed by navigating to Functions > Core > Reference Data > Core).
Estates Terrier Number	The number that relates to associated legal documentation of the site.
Alternative Name	An alternative name for the site.
Area	The area of the site.
Net Area	The net area of the site.
Perimeter	The perimeter of the site.
Global Analysis	The category of the site. Note: These can be defined in Global Analysis reference data (accessed by navigating to Functions > Core > Reference Data > Core).
Comments	Any relevant comments regarding the site.
Heritage Designation	The special purpose or status of the site. Note: These can be defined in Heritage Designation reference data (accessed by navigating to Functions > Core > Reference Data > Core).
Include in Suitability/Sufficiency Calculations	Whether to include the site in the Suitability and Sufficiency module calculations.
Conservation Area	Whether the site is a conservation area.
Tree Preservation Order	Whether the site has a tree preservation order.
Site or Special Scientific Interest	Whether the site is of special scientific interest.
Ancient Monument	Whether the site contains an ancient monument.
Application Resource	Whether to allows the creation of applications for the site (for example: an application to use a site for a specific purpose).

3. Click Save.

New sites are then displayed in the Navigator panel.

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To add or edit a restriction or warning:

1. Search for and open the relevant site record.

2. Click the New Restriction\Warning option in the Tasks panel.

   

   Alternatively, click the Restriction(s)\Warning(s) option in the Associated Items panel and then double-click an existing record to open it.

   

   The Restrictions and Warnings window is displayed.

   

The fields on the Restriction and Warnings window are described in the following table.

This field	Holds this information...
Category	The category of restriction or warning. Note: These can be defined in Restriction And Warning Category reference data (accessed by navigating to Functions > Core > Reference Data > Restrictions and Warnings).
Comment	Any comments on the restriction or warning. This field is mandatory.
Logged By	The user who logged the restriction or warning. This defaults to the logged-in user but can be amended.
Logged Date	The date the restriction or warning was logged
Input Date	The date the restriction or warning was input. This defaults to the logged-in user on saving and cannot be amended.
Input By	The user who input the restriction or warning. This defaults to the logged-in user and cannot be amended.
Requirements	Any requirements for the restriction or warning. Note: This is populated based on the selected Category and can be defined in Restriction And Warning Requirements reference data (accessed by navigating to Functions > Core > Reference Data > Restrictions and Warnings).
DBS Required	Whether a DBS check is required.
DBS Level	The DBS level required for the restriction. This list is hard-coded and cannot be edited.

3. Click OK.

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Refer to Add or edit a consent record for further information.

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Refer to Add or edit a deed for further information.

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Refer to Add or edit an incident for further information.

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Refer to Manage Notes for further information.

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Refer to Use Attribute Manager for further information.

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Refer to Add or edit a standard valuation for further information.

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