Working with Sites

You can think of a site as a container holding all the departments, users, job titles, categories, and documents specific to a particular location. When you first install PolicyTech™, there is one default site named --Main Office--, which you can rename to something more appropriate for your organization. You can also create additional sites for separate locations.

Single Site or Multiple Sites?

Deciding whether to stick with a single site or create multiple sites can be a challenge, because there are so many factors to consider. Listed below are some of the benefits of single- and multiple-site configurations:

Benefits of a Single-Site Configuration

• Less complexity, making the system easier to set up and maintain
• Easier for users to find documents if document volume is relatively low

Benefits of a Multiple-Site Configuration

• Added security for location-specific documents, as users from one site cannot access documents from another site unless they are explicitly granted that permission
• Faster searches for high-volume document repositories
• Less confusion from duplicate document titles that may occur when multiple locations create the same types of location-specific documents
• A possible better match with Active Directory^® or your human resources database structure

You will want to carefully consider these factors and others before you decide which configuration is best for your organization. We highly recommend that you contact one of our experienced implementation specialists (call 888-359-8123 (toll-free in the U.S. and Canada) or 208-359-8123) to ensure that you have considered as many factors as possible.

Refer to the following topics for details on the tasks related to working with sites:

Adding a Site

Editing Site Settings

Merging Sites

Deleting a Site

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