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How to Create a Site Location

A site location is a physical place where workers check in and out, such as a site's main entrance or a loading dock. (Older parts of SwiftCheckin sometimes call a site location a Gate.)

Every project gets one site location when it's created. If your site has more than one way in, or work happens in more than one place, you can add extra site locations to the same project.

Before you start​

Key words​

WordWhat it means
Site locationThe point workers check in and out at. Sometimes called a Gate.
PinThe red marker on the map that shows exactly where the site location is.
RadiusHow far the check-in zone stretches out from the pin, in metres.
Check-in zoneThe circle around the pin. It shows the area that counts as "at the site location". It's drawn as a red circle on the map.

Step 1: Open the Site Locations page​

In the left menu, under Field Operations, click Locations, then Site Locations.

note

Depending on how your account is set up, Site Locations may appear directly under Field Operations instead of under Locations.

The Site Locations page lists every site location in your organisation.

Step 2: Start a new site location​

Click New Site Location in the top-right corner.

tip

If you choose a project in the Project: filter first, the new site location page opens with that project already selected.

The New Site Location page opens. The form is on the left and a large map is on the right.

Step 3: Choose the project​

Click the Project* box and pick the project this site location belongs to. Until you pick one, it says Select Project. You can type in Search Project... to find it quickly.

Step 4: Name the site location​

In Site Location*, type a name that workers will recognise, for example Main Gate, North Entrance or Loading Dock.

The name must be between 2 and 50 characters.

Step 5: Place the site location on the map​

When the page opens, the map shows your current area. Use any of these ways to put the pin in the right place:

  • Search: type the address in the search box at the top-left of the map, then pick the right suggestion. The map zooms to that address and moves the pin there.
  • Click: click anywhere on the map. The pin jumps to that spot.
  • Drag: click and hold the pin, then drag it to the exact spot.

Each time you move the pin, SwiftCheckin fills in:

  • the Location* field with a short name for the place
  • the Time Zone* field with the local time zone

A box under the form shows the place name and full address. If no place is set yet, it says No Location Selected !.

tip

Use the round buttons at the bottom-left of the map to switch between Road Map, Satellite and Terrain views. Satellite view is handy for finding the exact gate or entrance on a large site.

Step 6: Check the location and time zone​

FieldWhat to enter
Location*Filled in from the map. You can type over it with a clearer name, such as 12 Smith St – rear entrance. It must have at least 2 characters.
Time Zone*Filled in from the map. Only change it if it's wrong. To change it, click the box and pick a time zone. Type in Search time zone... to find it.

Step 7: Set the size of the check-in zone​

The Radius setting controls how big the check-in zone is around the pin.

  • Drag the slider, or type a number in the small box beside it.
  • The smallest radius is 300 metres. The largest is 1000 metres.
  • It starts at 300 metres.

As you change it, the red circle on the map grows or shrinks so you can see the area covered.

tip

Start with the smallest radius that covers the whole entry area. A small zone keeps check-ins accurate. Make it bigger only if workers have trouble checking in at the site location.

Step 8: Create the site location​

Click Create.

You'll see the message Site location added successfully. After a moment, you're taken back to the Site Locations list, and your new site location appears in it.

The Create button stays greyed out until you've set a location on the map.

To leave without saving, click Cancel.

Good to know: the Site Locations list​

The Site Locations list shows these columns for each site location:

ColumnWhat it shows
Site Location NameThe site location's name.
ProjectThe project the site location belongs to.
LocationThe place name.
Time ZoneThe site location's time zone.
Created AtThe date the site location was added.
Check-InsClick the button to open the Site Location Checkins page for this site location.
QR CodeClick Download QR Code to save the site location's QR code as a picture.

You can also:

  • type in Search... to find a site location by name
  • use the Project: filter to see only one project's site locations (choose All Projects to see them all again)
  • click the Clear Filters button (the funnel icon) to reset the search and filter
  • click a row, or ⋯ then Edit, to change a site location. See How to Edit Project Details and Site Locations.

Download a site location's QR code​

Click Download QR Code in the site location's row. A picture file downloads to your computer. It's named after the project and site location, for example Riverside Tower-Main Gate.png. You can print it and put it up at the site location.

note

How workers use the printed QR code with the SwiftCheckin app is to be confirmed.

Troubleshooting​

Message or problemWhat to do
Project is requiredChoose a project in the Project* box.
No details found for this locationThe address you picked couldn't be found. Try a different address, or click the spot on the map instead.
The Create button is greyed outSet the site location by searching, clicking on the map or dragging the pin.
The map doesn't start near your siteSearch for the site address, or drag the map to the right area.
A message appears under Site Location* or Location*Check the text length. The site location name needs 2 to 50 characters. The location needs at least 2.