Sites (tab)

Owned by Rose Eliff (Unlicensed)
Last updated: Jun 11, 2020
3 min read

Under Sites and Groups, the Sites tab lists all sites in the account. Columns can be filtered to show a subset of records. 

Deployments

Users can perform Site, Web or Schedule deployments from this page. (A deployment sends saved changes in ECM to the POS device, updating the device with the changes.)

Date and time of last deployment is also shown with the name of the person who performed the deployment. 

To deploy: 

  • Select a site(s) for site, web or schedule deployment. (See columns.) 

    • Option: To select all, click the header checkbox 

    • If a site is not enabled for a Web or Schedule to be deployed, a blue icon displays

      • Hover over the blue icon ; help text message advises the feature is not enabled for the site

  • Click Deploy Sites

    • On the deployment pop-up window, enter a comment (optional) and select Site Deploy Options

    • Click Publish to continue or Cancel to cancel 



Item

Description 

Item

Description 

Add Site 

Launch page to configure new site information 

Save Changes 

Save changes made in the Sites grid

Cancel Changes 

Cancel unsaved changes made in the Sites grid

Search 

Search information in the grid; numbers, letters and some characters accepted

Filter sites by group 

Click in field to display a list of site groups that have been configured

Deploy Site(s) 

Select sites, web and/or schedule to be deployed, then click Deploy Sites to deploy saved changes to the ordering devices (iPad/Windows) and/or the online ordering website

CSV

Export to CSV file (File does not include Site, Web and Schedule columns as they are deployment selections.)

Edit icon (pencil) 

Open site information page

Site Name 

Populated from Site Info page (field can be edited)

Site 

Select each site individually to deploy or use header checkbox to select/clear all.

Web 

Select each site individually to deploy or use header checkbox to select/clear all. 

  • Requirements: A web server must be assigned and web ordering must be enabled. 

    • If a site is not enabled for web deployment, a blue icon displays

    • Hover over the blue icon ; help text message advises the feature is not enabled for the site

Schedule

Select each site individually to deploy or use header checkbox to select/clear all. 

  • If a site is not enabled for schedule deployment, a blue icon displays

    • Hover over the blue icon ; help text message advises the feature is not enabled for the site

Number 

Store number (set by business) (field can be edited)

City 

Populated from Site Info page (field can be edited)

State 

Populated from Site Info page (field can be edited)

Site ID

Automatically assigned when the site is created

Server Address 

Populated from Site Info page (IP Address) (field can be edited)

Last Site Deploy 

Date and time site was last deployed

Deploy by 

User who performed the deployment

External ID

Unique system-generated external ID (not editable) 

Pagination

Page navigation, number of items per page and current and total number of items



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