The Site Folio is displayed when you click a Site Name or Site Code on the Employee Dashboard.

The Site Folio provides a summary of information that is relevant to a particular Site, such as:

•a general Profile

•Custom Fields

•Documents for the Site

•Equipment at the Site

•Invoices or Credit Notes posted against the Site

•Notations

•Site History (refer History Search)
 

The Site Folio also provides the ability to:

•modify an existing Site

•create a New Document for the Site

•create a New Equipment record for the Site