Sites

The Sites tab gives Users the ability to view and maintain information about their various branch, ATM, and ITM sites.  

The Sites card is displayed as a table and features several options for filtering and sorting. 

The orange arrow indicates the column that is currently sorted. Click the arrow next to the column header to sort the column. Search within a column by typing information into the Search box located just under the header for each column or utilizing the dropdown, when available. Dropdown type options will only display if a specific site type exists.

The contents of the dropdown boxes are defined below:

Site types also have corresponding icons:

Icon	Description
	Branch
	ATM
	ITM

Create New Sites

Users with appropriate privileges may add new sites by clicking the Create New button and selecting Site.

On the Create New Site card, Users will complete all of the site information, including:

• Site Name
• Address
• Attention (site contact)
• Phone
• Fax
• Status
  • Active 
  • Inactive

The Site Type should be selected. Users may indicate if a branch should be identified as a Primary Address (i.e. main office address) by clicking the toggle.  ATM and ITM site types may have Terminal IDs included.

Once all desired information has been provided, click Create to create the branch. To cancel site creation, click Cancel.

Click Back to Sites List to navigate back to the sites list.