A site is used to represent a physical building. A site belongs to a client. Depending on how you access the Site Management page, you may be prompted to select the site's client.

Creating a Site

1. You can create a new client from K2A Core (K2A Core > Entities > Site) or from the Site Dashboard.
2. Select the Actions button (top right).
3. Select Add New Site.
4. In the Add New Site window, select the Client.
5. In the Site Details section, complete the following information:
   • Site Name: Enter a unique site name.
   • Building Type: Select the type of building.
   • Area Unit of Measure
     • Square Feet: Enter the square footage of the site.
     • Square Meter: Enter the square meterage of the site.
   • Search for Address: Enter the physical address and select the correct address from the displayed options. The additional address fields will automatically populate.
   • Time Zone: Select the time zone where the site is located.
   • Fuel Types: Select one or more fuel types (optional).
   • Energy/Facilities/Sales Contact (optional): Select the contact for each of these fields. 
6. In the Campus Details section, select an existing campus to associate the site with or select Add New Campus.
7. Select Save.

Editing a Site

1. You can create a new client from K2A Core (K2A Core > Entities > Site) or from the Site Dashboard.
2. Select the ellipsis icon to the right of the site.
3. Select Edit.
4. In the Edit Site window, you can edit any of the fields except for the client.
5. Select Save.

Deleting a Site

To delete a site:

1. You can create a new client from K2A Core (K2A Core > Entities > Site) or from the Site Dashboard.
2. Select the ellipsis icon to the right of the site.
3. Select Deactivate.
4. In the Delete Site window, select Delete.