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  1. Choose the HOME  icon.
  2. Choose the SITES icon from the left navigation pane.
  3. The Sites display along with their address information as well as the Client name. 

    • Device Health - Displays the device count by grade from Connect.
    • Device Scores - Displays the average, minimum, and maximum score from Connect.
    • Upcoming Equipment Service - Displays all Signature tasks that have 1 or more equipment associated. This information comes from the upcoming equipment service table.
    • Contract Renewal Date - This is the contract renewal date from Signature. If this information doesn't exist, , the value will be "-".
    • Contract Billing - This is the contract billing information from Signature. If this information doesn't exist, the value will be "-".
  4. Choose a site name to display additional information for the site including:

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  1. Choose the  HOME  icon.
  2. Choose the  SITES icon from the left navigation pane.
  3. On the Sites page, choose a site name and then choose the ellipsis button to the right of the Site.
  4. Choose  Manage Site .
  5. The initial page displayed is the Site Overview which displays information about the specific site.
    The site overview displays the following:
    • Lowest/Highest Performing EquipmentDisplays information from Connect.
      • Performance grade icon
      • Equipment name
      • Equipment score - Displayed by the horizontal bar and the actual score.
    • Potential Pull-Through Opportunities  - Displays the active Watchdogs from Connect for the selected site. You can sort the column headers by choosing the header name.
      • Site name
      • Timestamp
      • Equipment
      • Watchdog
      • Trigger
    • Upcoming Appointments  - Displays information from Connect and Signature.
      • Site performance grade icon - Displays information from Connect.
      • Equipment and associated task - Displays information from Signature. 

        Note

        If a service call:

        • Doesn't have any equipment assigned, it is not displayed on the Site's overview.
        • Has equipment on the service call but equipment isn't set up in ESMS, No Linked Equipment displays in the equipment field.
        • Has more than one equipment assigned, a separate appointment is listed for each equipment.


      • Additional appointment information - Displays information from Signature. 

  6. Choose SITE EQUIPMENT to view the specific site's associated equipment