Site Manager

The Site Manager enables you to view, modify, add, delete, and change the status of a sponsor's site profiles and SNP sites. Once a sponsor has been selected, details about its sites, including the site number, name, CDS code, region, and status display.

The Site Profile screen provides access to view and modify high level Site Information, Program Participation and Site Status. While this screen is intended for use by CDE, CDE could elect to give sponsors access to this screen based on security levels. The Site Profile screen must be completed prior to the Site Application for new sites. The following instructions inform how CDE staff would add a Site Profile. If this functionality is to be completed by Sponsors, their access to adding a new site is within the Application Packet path.

Access Site Manager

On the blue menu bar, click Applications.
The Applications menu screen displays

On the menu, click Sponsor Profile.
If a sponsor has already been selected, the Sponsor Profile Menu screen displays.
If no sponsor has been selected, use the Sponsor Search to search for and select a sponsor.

On the menu, click Site Manager.
The Sponsor Site Manager screen displays.

Creating a New Site

On the menu bar, click Applications. The Applications menu displays.

Click Sponsor Profile. The Sponsor Options menu displays.

Click Site Manager. The Site Manager menu displays.

Click Create New Site. A blank Site Profile displays.

Enter the CDS Code, if necessary, and Site Name into the text boxes.

Use the drop-down box to select the Region of the site.

Select the check boxes for the programs in which the site participates.

Use the drop-down box to select the Site Status.

Click Save to save the information on the site.
The Sponsor Site Manager re-displays with the new site added.

Modifying a Sponsor Profile

On the Applications menu, click Sponsor Profile. If a sponsor has already been selected, the Sponsor Profile Menu screen displays. If no sponsor has been selected, use the Sponsor Search to search for and select a sponsor.

Once a sponsor has been selected, click Site Manager.
The Sponsor Site Manager displays.

Click the site you wish to view or modify.
The Site Profile Screen displays.

Modify any desired information within the profile.

Click Save.
A confirmation screen displays if a CDS code has been entered.

Click <Edit to return to the Site Profile screen you just modified or click Finish to return to the Sponsor Site Manager screen.

Deleting a Sponsor Site

On the Applications menu, click Sponsor Profile.
If a sponsor has already been selected, the Sponsor Profile menu screen displays.
If no sponsor has been selected, use the Sponsor Search to search for and select a sponsor.

Once a sponsor has been selected, click Site Manager.

Click the site you wish to delete.

On the Edit menu, click DELETE.
A warning displays.

Click Delete.
A confirmation screen displays.

Click Finish to return to the Sponsor Site Manager screen.