Edit Site Settings, Copy a Site, or Archive a Site

Edit a Site Name

  1. Under the Setup tab, click on the site that you'd like to edit and ensure the site name is selected.
  2. In the right hand Details section, you can edit the site's name, as well as other optional fields such as job number, notes, and descriptions.

Copy a Site

Copying a site will create a duplicate site with the same hierarchy.

When you click "Copy," it will bring up options to rename the new area and choose which elements to copy over from the original area's inspection form assignments, survey assignments, checklist assignments, notes, job number, and start/end date.

Here's how it looks:

The new copy won't retain site-specific form assignments, user permissions, or past inspections.

Delete / Archive a Site

You can archive a site by using the red "Archive" button. Please note that this is the same thing as deleting it. (OrangeQC retains a temporary archive of this site which can be restored if needed.)

Archived sites and areas can be restored via the "View Archive" button on the upper right-hand side of the Setup tab.

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