Admin – Manage Sites

CREATE A SITE

STEP 1

From “Administration Dashboard,” click Create Site. This will take you to the “Create Site” form.


STEP 2

Site ID should be the name or number of the location in question. Enter the identifier most commonly used in official correspondence within your corporation.  Location Information will be all information specific to that physical site. This includes the address.

  • Please enter as precise square footage as possible. This number will be used for energy calculations.
  • Select the temperature scale (Fahrenheit or Celsius/Centigrade) used by most employees local to this site.

STEP 3

Custom Categories are created and set at the corporate level. You will see up to three here. Choose the values for each category that match this location. These will be used to help find this location and others like it with search filters across the iCON portal.

Business Hours can optionally be entered here for reference purposes.


STEP 4

A Principal Point of Contact is required. This must be a user that exists in the iCON system.


STEP 5

Type at least three letters of their name, and the top 10 most likely matches in the iCON portal will appear. Continue to type in order to narrow down the options and select the correct user.

If the required user does not exist in the iCON system, click Create User to the right of the Principal Point of Contact title.

Once you complete the user creation process, you will be returned here with all previously filled in form fields intact.

Contacts 1 and 2 will appear alongside the Principal Point of Contact in the Contact Information section at the bottom of site, equipment, and alert pages. You may choose employees, managers, contractors, or any other maintenance professional.


STEP 6

Contacts 1 and 2 will appear alongside the Principal Point of Contact in the Contact Information section at the bottom of site, equipment, and alert pages. You may choose employees, managers, contractors, or any other maintenance professional.


STEP 7

 

Click Create Site to confirm the information entered. You will see a success page confirming that the site is now added to iCON.

Contacts 1 and 2 will appear alongside the Principal Point of Contact in the Contact Information section at the bottom of site, equipment, and alert pages. You may choose employees, managers, contractors, or any other maintenance professional.

Click Create Site to confirm the information entered. You will see a success page confirming that the site is now added to iCON.


 STEP 8

Before this site is fully integrated with iCON, you must click Pair Central Hub at the bottom of the “Success” page and follow the instructions.

If you do not wish to complete the pairing process or are unable to contact someone onsite to do so, you can click Manage Sites here in order to exit the site creation process. You can return to this site and complete the pairing at any time via the “Manage Sites” screen.


PAIR CENTRAL HUB

A Central Hub is a touch screen unit found on site that you will use to link information about your site to the iCON system. In order to link your site and all its equipment to the iCON portal, you will need to enter a code from that touch screen into the iCON system.

 

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STEP 1

Click Manage SitesUse the filters to the left to narrow down the list of sites in the table to the right. Find the site you wish to pair, click its radio button, and then click View.


STEP 2

You will see the site’s information to the left and a gray box to the right. Click the Pair Central Hub button inside that box.


STEP 3

On the following page you will see five text fields, one for each digit of a code.

Follow the instructions on the Central Hub touch screen unit to retrieve the code. (If you are not physically on site, contact a technician there and have them read the code to you.)

Enter the code, one digit in each field, on the “Pair Central Hub” page in iCON.

Click Submit.


STEP 4

Once your code is confirmed, your site will be linked to iCON. When you return to the View Site page, you will have options available for configuring all your equipment, alerts, and users.


EDIT SITE

STEP 1

From the Administration Dashboard, click Manage Sites.


STEP 2

On the “Manage Sites” page, you can use the filters on the left to narrow down the list of sites in the table to the right.  Click on the radio button for the site you want to edit, and then click View


STEP 3

This will take you to that site’s information, including contact information, address, alerts, equipment, assigned users, and custom category assignments.


STEP 4

In order to edit the basic site information in the first tab, click on Edit at the bottom of the screen.


 STEP 5

You will see a form very similar to the Create Site form, but with the current values filled in. Click Save on the bottom of the screen when you have completed your edits.


In order to edit other aspects of the site, see:

  • Admin: Alerts (Link to Support page for this topic)
  • Admin: Equipment (Link to Support page for this topic)
  • Admin: Users (Link to Support page for this topic)