Overview
Each site can have a compliance status, priority level, and tags. These help you organize, filter, and report on sites across your program.
Setting compliance status
Open the site.
Click Edit or find the compliance status field.
Select the status from the dropdown. Available statuses are configured in Settings > Compliance Statuses.
Click Save.
Default compliance statuses include Compliant (green) and Out of Compliance (red). Your administrator can add custom statuses with custom colors, and scope them to specific programs. The compliance status field appears only in programs where Enable Compliance Statuses is turned on.
Setting priority levels
Open the site.
Click the flag icon on the site page to open the Priority List. Available values:
No Status: Gray
Low: Blue
Medium: Orange
High: Red
Urgent: Dark Red
Click a priority. The change saves right away.
Only administrators can change a site's priority. Priority is set separately for each program a site belongs to, and appears in site lists when the Priority column is included.
Managing tags
Adding tags to a site
Open the site and click Edit.
In the Tags section, select one or more tags from the multi-select dropdown.
Optionally expand the 'Tag(s) Description' section to add a text description.
Click Save.
Using tags to filter sites
Tags appear as filter options on site tables and the interactive map. Click a tag filter to show only sites with that tag.
Bulk tag operations
Go to Settings > Bulk Tag Editor to add or remove tags from multiple sites at once. Filter by program, status, or Site Profile, select sites, and apply tag changes.
Permission-based tags
Tags can be marked Use to grant permissions; when a restricted user is assigned these tags, they can only see sites that have matching tags. This is how site-based access control works.
Configuring statuses and tags (Admin)
Compliance Statuses: Settings > Compliance Statuses: Add, edit, enable/disable statuses with custom names, colors, and program scope.
Site Statuses: Settings > Site Statuses: Define operational statuses like Active, Inactive, Closed.
Site Tags: Settings > Site Tags: Create tags and organize them into tag categories.
Site Tag Categories: Settings > Site Tags > Site Tag Categories: Group related tags together.
FAQ
Q: Where do I configure compliance statuses?
A: Go to Settings > Compliance Statuses. Each status has a name, color, enabled flag, display order, and a programs field that scopes it to specific programs.
Q: Can I filter sites by tag on the dashboard?
A: Yes. Set your default visible tags in your user profile. The dashboard counters and lists will automatically filter to show only sites matching those tags.
Q: What's the difference between Site Status and Compliance Status?
A: Site Status is operational (for example, Active, Inactive, Closed). Compliance Status is regulatory (for example, Compliant, Out of Compliance). Both are independently configurable.
Q: Can tags control user access?
A: Yes. When a user is marked as 'Restricted', they can only see sites matching their assigned tags. Tags marked Use to grant permissions enable this access control.