Tools to Manage Sites

Zite offers a comprehensive toolkit for organizing, categorizing, and managing your project sites. These features help you customize data collection, support tailored workflows, improve reporting and analysis, and ensure your operations remain well-structured. Below is an overview of the key site management features and their benefits.

1. Site Information

What It Is: Site information encompasses the core details used to define and manage sites. This is not data collected through forms or other modules, but the specific fields that identify a site (e.g., name, address, phone number). By default, this includes fixed fields such as Site ID and Site Name, and it also lets you create additional fields to suit your project’s requirements.

How It Helps: By allowing you to manage and customize site information, Zite ensures you can track and manage sites using the details that matter to you. These fields are included with each site and can appear in reports or be used as filters throughout many Zite modules.

2. Site Type

What It Is: Site Types let you classify sites based on predefined categories—such as infrastructure type or community size—that fit your project’s logic.

How It Helps: Site Type is a key attribute that influences user permissions, form assignment, map views, and report filters. By categorizing sites according to your program logic, you ensure each site is tracked and managed in the way you need.

3. Region

What It Is: Regions group sites by geographic or administrative boundaries (e.g., states, provinces, districts). You can also attach geospatial data to Regions, adding another layer of context for managing and visualizing sites.

How It Helps: Regions are another key attribute used to control everything from user permissions and form assignment to map views and report filters. Organizing sites geographically streamlines collaboration with partners and government systems—especially valuable for large-scale projects spanning multiple areas.

4. Sub-Sites

What It Is: Sub-sites are smaller units within a main site. They are connected to the main site but allow for independent data collection and task tracking—for example, individual buildings at a school or community blocks within a refugee camp.

How It Helps: Sub-sites offer a more granular view of operations while remaining tied to the main site. This keeps data collection detailed yet organized, simplifying analysis of both the primary site and its subcomponents.

5. Site Status

What It Is: Site Status indicates the current state of a site (e.g., active, inactive, closed). These status labels determine how a site can be managed, including whether it is visible to mobile users or whether new data can be collected at that location.

How It Helps: By setting each site’s status, you control how it appears in Zite, whether data collection is allowed, and how it factors into reports. Clear status tracking helps your team identify which sites are relevant at any given time.

6. Additional Settings

What It Is: There are additional access controls and data collection preferences that allow you to configure Zite’s site management tools to meet your project’s evolving needs. These includes thing like enabling the inclusion of site documents and managing mobile-app site creation.

How It Helps: These additional features give you the control to keep Zite aligned with your project goals at every stage. These settings ensure ongoing flexibility and scalability.

Why These Tools Matter

Zite’s site management features are designed to support complex operations through adaptability and clarity:

  • Stay Organized and Focused: Structure your site data effectively with site information, permissions, and categorization (Site Types, Regions).

  • Tailor Management to Your Needs: Customize site settings to match your project’s specific requirements, ensuring data collection aligns with operational goals.

  • Adapt Workflows and Tools: Leverage Zite’s flexibility to refine workflows or enable site-specific configurations as your project grows or changes.

  • Enhance Reporting and Analysis: Gain deeper insights through comprehensive reporting and filtering tools. With robust data, you can make informed, data-driven decisions.

Use these tools to keep your site management strategy both efficient and adaptable—no matter how your project evolves.