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Planning Sites

Jordan Millar Updated by Jordan Millar

What is a Site in ChekRite?

ChekRite uses sites to group together assets and employees. This is generally a separate physical location but not always. When you pair the ChekRite app to your portal you pair it to just the sites a device will need. This is usually just a single site for most users but in some cases, you may want to pair the device to multiple sites. This reduces the amount of data that the device has to sync down to the ChekRite app each time.

In addition, sites are used to:

  • separate permissions for users
  • be a logical structure for reporting
  • separate configuration and customisations in your environment

As an example, just say you have two locations that you run your business out of, one in Australia and another in New Zealand. The assets in New Zealand are not likely to often move to Australia and vice versa. Therefore, there is no sense in having all the New Zealand devices download changes to the assets and employees that are only in Australia each time something happens over there. That just needlessly uses your data for information that will never be looked at. Conserving the amount of data that a device needs to download is one reason why you might have separate sites in ChekRite, but there are other reasons too.

One Site or Many?

There is no right answer to this question. In some cases, you might want a single site for the whole company, but in other cases, you may want each physical location to be a separate site. We have even seen cases where it may make sense for different departments to be under different ChekRite sites but this really does depend on your organisation.

The following questions may help you make a decision, but if in doubt, talk to someone at ChekRite who will be only too happy to help advise you.

Do your assets regularly move between locations?

If your assets mostly stay in the one physical location then this is a good indicator that each physical location will be a site in ChekRite.

If they regularly move between your physical locations you can either decide to group locations into one site, or you can have them as separate sites but have in place a procedure to move assets between those sites.

Do you need to segment your data so that certain people can not see certain assets, users or transactions?

The Groups feature is one way to do this but there is an overhead in managing users in groups. This also means that each device will sync all the data even if they are restricted to seeing a very small part of this. In some cases, you might want to segment your data to a specific customer or external party. In many of these cases, creating separate sites is the best solution and you can implement processes to handle the management of assets and users between those sites.

Alternatives to multiple sites

If your business rules determine that a single site is necessary, you can still know where assets physically are by utilising Asset Properties. It's possible to set an Asset Property for the asset to say what site it is on either through the portal, ChekMate, or even with a question on a checklist.

This Asset Property can be used in reporting through ChekRite Analytics or even to trigger different notifications if required.

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