The Sites module is the central feature for managing locations within the platform. Use it to create, organize, and monitor site types such as buildings, floors, zones, and facilities.

Overview

Integrated with Tag-N-Trac’s BLE (Bluetooth Low Energy) gateways, labels, and other tracking devices, the Sites module enables real-time data capture and location-based monitoring. It enhances operational visibility and improves asset management and tracking.

Each section provides step-by-step instructions, tips, and best practices to support efficient site management and seamless integration with the tracking infrastructure.

Key Features

Using the Sites module, you can maintain a precise digital representation of your physical infrastructure. This enhances asset tracking, improves site visibility, and increases operational efficiency throughout your organization.

• Create and Manage Sites: Define site names, types, and addresses with detailed information for each location.
• Deploy Gateways: Integrate BLE gateways to capture and transmit data from BLE tags and other devices in real time.
• Search and Filter Sites: Locate sites quickly using filters such as name, type, and creation or update date.
• Modify and Manage Sites: Update site details, configure settings, and keep information accurate and up to date.

Create a New Site

Creating a site is a guided, multi-step process. Click + Create Site to begin, then enter the required details in each tab to configure the site accurately.

Start Site Creation

Use the Sites module to add and configure new locations in the system.

1. In the Sites module dashboard, select + Create Site.
2. The Create Site window opens. Enter the required information in each tab:
   • Site Info
   • Address
   • Gateways
   • Others

Site Details

1. Site Name: Enter a unique name to identify the site within the platform easily.

2. Site Type: Select the appropriate type of site from the dropdown options, such as Floor, Facility, Zone, Hub, and others.

   Note: To create or modify site types, refer to the Site Type section under the Manage Types feature in the Organization module.

3. Addresses: There are two methods to add a site address.

   1. Method 1: Auto-Fill Address

      1. Start Typing: In the Location tab, begin typing the address. The system will display address suggestions based on your input.

         

      2. Auto-Fill Details: Selecting a suggestion will automatically populate the following fields:

         1. Latitude and Longitude

         2. County

         3. Zip Code

         4. Address Line 1 and 2

         5. City and State

            

   2. Method 2: Manual Address Entry - To enter the address manually, follow these steps:

      1. Line One: In the map view window, drag the location pin icon to the desired location on the map.

         1. Verify Location: Verify the accuracy of the site location in the Location bar.

         2. Address Lines: Manually fill in any missing mandatory address details.

            Tip: Always verify the address details to avoid mismatches.

4. The Zip/Postal Code field is required. If your site does not have a Zip/Postal Code, select the Not Applicable check box.

5. Enter a name in the Business Name field, if needed, to help identify the site later.

Configuring Gateway Details

Use the Gateway Details tab to deploy Bluetooth Low Energy (BLE) gateways to your site. BLE gateways act as data bridges: they receive signals from nearby BLE tags and devices and send the data to the platform over a network connection, such as Wi-Fi.

Deploying Gateways

Follow these steps to assign one or more gateways to a site:

1. Add a Gateway: Click + Add Gateway to assign gateways to the site. You can add as many gateways as needed. Multiple gateways improve data capture across your site.
2. Select a Deployment: Open the Gateways dropdown and choose from the list of available gateways.
3. Add More Gateways (if needed): Click + Add Gateway again to include additional gateways based on coverage requirements.
4. Verify Gateway Status: Confirm that each selected gateway is active and reporting to the platform before deployment.

Editing or Removing Gateways

To edit or remove an existing gateway assignment during site creation:

1. Edit a Gateway

   • Click the Gateway ID to open the dropdown list.
   • Select a different gateway as needed.

2. Remove a Gateway

   • Click Delete (trash icon) next to the gateway you want to remove.
   • The gateway will be permanently removed from the site.

Completing the Site Creation Process

After entering all required information and configuring gateways, follow these steps to finish creating a site:

• Review Site Details: Verify that all information across the tabs is accurate and complete.
• Click Finish; Select Finish to finalize site creation.
• Result: The new site appears in the Sites List within the Sites module.

Search and Filter Sites

The Sites Module includes search and filter capabilities that help you quickly locate specific sites or site groups.

Search Criteria Options

Use one or more of the following filters to refine your results:

Reviewing Search Results

After applying filters or performing a search, review the results to identify and select the site you want to view or manage.

• Sites List: Displays all sites that match your search criteria. If no filters are applied, the list includes all sites created on the platform.

• View Site Details: Click any site in the list to open its detailed view and access site-specific information.

Map View

The Map View provides a visual overview of all registered sites on a global map.

• A 🏢 building icon represents each site.
• Click the building icon to view site details in a pop-up.
  • Click View Site (eye icon) in the site drawer window or the Site Name in the pop-up on the map view to open the Site Details page.

Map View Options

The Maps widget uses an interactive map to display the geographic distribution of Sites. Users can switch between multiple map display modes to enhance visibility based on their analysis needs.

Map View: Terrain On/Off

• Terrain View (Enabled): Displays physical land features such as elevation changes, mountains, and valleys. This view helps users correlate excursion locations with terrain-related challenges.
• Terrain View (Disabled): Presents a simplified, flat map without terrain overlays, providing a cleaner visual when elevation is not a factor.

Satellite View: Labels On/Off

• Labels On: Shows geographic and political labels such as state names, country boundaries, and major cities on top of the satellite imagery. This helps users orient themselves while maintaining the satellite detail.
• Labels Off: Removes all overlaid text from the satellite view, offering an unobstructed image of the landscape, ideal for visual analysis of rural or natural areas.

Map Controls

• Zoom In (+) / Zoom Out (–): Located in the bottom-right corner, these buttons allow users to zoom in and out of the map to examine excursions at different levels of detail.
• Pegman (👤): The yellow figure (also called the Pegman) activates Google Street View. Drag and drop Pegman onto a street or road segment to access a ground-level panoramic view of that location, enabling detailed inspection of excursion zones.

Sites List

The Sites List in the Sites module lets you manage and monitor all physical locations configured in the system. Each site can represent a facility, building, or floor and may include associated components such as gateways, assets, and printers.

Navigating the Sites Module

Site Search and List View

The Sites List displays all currently created sites within the platform. You can use the built-in search and filter options to quickly locate specific sites:

• Search by Site Name or Keyword: Enter a partial or full name of the site.

• Filter by Site Type: Select the appropriate site type (e.g., Facility, Floor, Zone).

• Date Range Filters: Use the Created At or Updated At date range fields to narrow down results based on site activity.

• Click a Site: Selecting a site from the list opens a drawer on the right-hand side with key summary details.

Site Drawer Window Options

When a site is selected, a drawer opens showing high-level information and quick actions.

1. Basic Details

• Address: Displays the full site address.
• Last Modified: Shows the last update timestamp.
• Gateway and Asset Count: Indicates how many gateways and assets are associated with the site.
• Asset Types: Displays icons and counts for each asset type (Example: containers, pallets).
• Asset Trend Graph: Shows inbound, outbound, and total asset movements over the last 24 hours.

2. Quick Actions

• View Site (Eye Icon): Opens the full site dashboard with all tabs and configuration details.

• Edit Site (Pencil Icon): Opens the editable form to update site name, address, gateway assignments, and other settings.

  Note: For detailed steps, refer to Creating a Site.

• Add Sub-site (➕ Icon): Initiates the process of creating a subsite within the selected parent site.

  Note: Follow the same steps outlined in Creating a Site.

• Close Site Drawer (X Icon): Closes the drawer and returns to the full Sites List view.

View Site

Clicking View Site (Eye Icon) opens the full dashboard for the selected site. The dashboard includes the following tabs.

Overview

The Overview tab displays key site details, including the Site Name, Site Type, Last Modified Date, Address, and Metadata (if available).

Events

The Events tab provides a chronological log of major site-related actions, such as Site Created, Gateway Provisioned, and Site Deprecated.

Gateways

Shows all deployed gateways at the site with the following details:

• Online/Offline status (indicated with a colored dot)
  • Online: Green
  • Offline: Grey
• Signal strength (dBm)
• Battery percentage (--%)
• Edit or remove gateways using the More Options (⋮) menu.
• Use + Deploy Gateway to add a new gateway.

4. Printers

Displays a list of printers configured for the site. If no printers are present, a placeholder message is shown.

5. Assets

Provides complete visibility of all assets at the site:

• Asset Table includes:

  • Asset ID
  • Device
  • Tag-In Time
  • Asset Type
  • Parent Asset
  • Asset Group
  • Sensor Data (e.g., Temperature)
  • Excursion Events
  • Last Reported

• Asset Trend Graph: Displays hourly movement metrics—Inbound, Outbound, and Total Count.

• Filters:

  • Search by Asset ID, Device, or Asset Type
  • Click Search to apply filters or Clear to reset them

• Reports:

  • Export Current View: Download only the visible assets
  • Export All Data: Download all assets logged in the system
  • Export History: Download historical asset activity

Additional View Controls

• Temperature Unit Toggle (°C / °F): Switch between Celsius and Fahrenheit.

• Asset Count View: Toggle between Aggregate Count and Current Site asset count.

Actions

The Actions feature in the Site Dashboard provides two options: Edit Site and Deprecate Site. To modify the site, click Edit Site and refer to the Edit Site section for more information. To remove the site from active use, click Deprecate Site. Deprecating a site will transition it into the deprecated state. If needed, you can reactivate the site at any time from the Site Module.

Edit a Site

To modify a site:

1. Click the Edit Site (pencil icon) icon in the site drawer or site dashboard.
2. Update fields such as site name, address, or associated gateways.
3. Click Finish to save your changes.

   For detailed instructions, see Section 11.3 Creating a Site.

Add a Subsite

To add a subsite:

1. Click the + Add Subsite icon in the site drawer.
2. Complete the subsite creation form.
   1. Follow the steps as outlined in Creating a Site.