How to Edit Sites

18 STEPS

1. There are many places to conveniently add and edit site information. 
   One way is the Site Master. 
   To add or edit sites this way, the first step is to open CTS Software - TripMaster and with your mouse, hover over Master Pages

   

2. Click Site Master

   

3. Using the Smart Search feature you can find sites by name or address.
   Just click Search by site name or address... in the Smart Search bar

   

4. If you see the address you are looking for, just click it and the Smart Search will automatically fill in the site information. 

   

5. Add a Name to the site so you can find it easily later when adding this site to reservations.  

   

6. If the information is filled in correctly and you've finished naming the site, click Save to add it to your sites. 

   

7. If you're typing in the address manually, Smart Search will give recommendations for sites that match what you are entering. To see where the location is on the map, click Preview on map. 

   

8. The location will be marked with a yellow bubble on the map until it is has been verified by the system. 

   

9. You can click this toggle switch to overlay a satellite view, which may help you identify the correct location.

   

10. You can also use the Zoom buttons to get a closer view.

    

11. Once you have confirmed that this location is correct, click Select location to automatically fill in the rest of the information.
    You can then Name and Save 
    this site.
    
    

    

12. In some cases you may notice a mistake in how a site has been entered.
    On this reservation, the site has been misspelled. 
    Click Make a Correction to this Site to fix the mistake.

    

13. It is very important to understand that editing a site in ANY window will edit the site for all other reservations that share this site. 

    

14. If you are adding something for this reservation specifically, like a building or apartment number, be sure to instead click Select a New Site and enter this information separately. 

    

15. To correct an error for all reservations that use this site, begin by correcting the mistake. 
    Here we can click and edit Address 1 to fix the spelling error. 

    

16. Now that we have corrected the mistake, and we're sure we'd like to fix the issue on ALL reservations that share this site, we can click Save. 

    

17. Now the site is correct. 

    

18. Navigating back to Daily Schedule, we can see the site is also corrected for other reservations that share the same site information. 
    That's it. You can now Add and Edit site information. 

    

Here's an interactive tutorial for the visual learners