The Add / Edit Site Info screen is accessed via Admin > Admin Options.
In this section you will learn:
If your organization does not have multiple sites, you may skip this option. This page will remain empty, as well as any drop down menus labeled for site, if your organization does not need multiple buildings or programs listed. If you would like to use one or more different locations has headings for contracts and documents for separate parts of your organization, use this page to set them up.
This screen is used to setup any offsite or satellite branches within your organization. Each Site will have its own Locations + SubLocations, Cash Drawers, and Contracts. Additionally, you will be able to run separate reports (such as Animal Inventory) for each Site you have setup.
A new site might be helpful to your organization if you have multiple buildings or facilities in which you house or adopt animals from. This can also be used to produce a different contract heading for a sub group within your shelter or rescue, or chapters within your network that will use PetPoint and need access to your information, but would like to keep their information separate.
If your organization needs to setup any Sites needed for your organization, follow these steps. Be sure to include a Site for your main facility plus a Site for each of your remote / satellite branches.
1. Click the Add Site button.
2. Fill in the necessary sections (Name, Address, Phone, Email, Logo) for the Site.
3. Click the Submit button.
4. Add a Site for each offsite facility or satellite branch where animals are housed or adoptions occur.
When you have Sites set up, the most notable difference is the Edit Stage/Location page, or any other operations where you assign an animal’s stage or location. The location area now has a drop down menu for Site, and it will filter out locations and sub locations when set to something other than --All--
When doing an intake/outcome there is now a Site drop down menu to filter your animals potential locations based on which building they are in. --All-- will show all sites and locations available.
How to link Locations & Cash Drawers to each Site
If you have additional sites, you will notice some fields in PetPoint becoming active for your database. Most have to do with selecting a site to automatically connect to a location or cash drawer.
Go to Add/Edit Field Values and choose the Customer Field of Location or Cash Drawer. A new drop down is shown for each field you have created.
Once you have set these, your Add/Edit Site Info page will contain a list of which field values are linked to that specific site.
Each site has separate Company Info, which populates the various contracts and receipts you use in your day to day PetPoint operations.
When printing contracts, PetPoint will automatically use the appropriate Address, Phone, Email, Logo, etc. as stored on the Add/Edit Site screen based on what the animal has listed as their Location at the time of the operation.
When printing receipts, PetPoint will automatically use the appropriate Address, Phone, Email, Logo, etc. as stored on the Add/Edit Site Info screen based on which cash drawer is selected.
How to Link Users to Each Site
In situations where there are multiple facilities for an organization, linking users to sites is an option your administrator can choose. This is completely optional, but can be helpful in recording site-to-site transfers and making sure animals are not moved in error. All fields where locations are chosen will be pre-selected when a user is signed in that has been defaulted to one site. They will still be able to view animal and person records from other sites within the same database, but entering and viewing their own animals will be easier.
Go to Add/Edit Users and select the person you wish to assign a site to. Choose from the Default Site for User drop down list and submit your changes at the bottom of the screen.
When someone is logged in to PetPoint as defaulted to a specific site, while doing intakes and outcomes the user will automatically have the default site chosen for them. They will also receive a warning message when selecting an animal from a site other than the one they are defaulted to. PetPoint displays Animal selected is from different site. This is only a warning, and users are still able to move animals on other sites.
If you have separate sites, you will also want to be sure to go over the Petango info for each individual site. Adopters will be pointed in the right direction to your shelter and their new pet!
As you go through the details, remember that the information in the sections Company Name, Website, Address, Phone Numbers, Email (Primary) and your fax number will also be listed on Petango once you check the "List on Petango.com" checkbox. Your individual site logo & picture will also be included on your Petango microsite.
When your part of the organization is ready to begin listing on Petango, update your Add/Edit Site Info screen to include your information. If you have additional sites that would like their own Petango microsite with animals listed separately, fill out the Petango info for each separate site on Add/Edit Site Info. See Add/Edit Company Info for more information on the information included in the Company Profile.
Submit at the bottom of the page when updating this information.
How to Add Inventory Items to Sites
After you add optional sites to a database, you will see a change on the Add/Edit Site Info page, in which you have the ability to link them to one or more of your locations. If an item is site specific you may want to link your items to which specific site and billing address the purchase orders are made from.
Last updated for SMS & Lite June 16, 2009 - Melissa Wainscott
http://sms.petpoint.com/help/add_edit_site_info.htm