Overview

This article explains how to edit an existing Site or Building in classic Portal and verify that the changes have been successfully synchronised to new Portal.

Who can use this Feature?

Edit Site & Building (classic Portal):

• Admin

View Site & Building (new Portal. Not only grants):

• Standard + Estate Manager
• Admin
• Tech Admin

Editing a Site

Open the Customer Record

1. Log in to classic Portal.
2. Locate the customer you wish to update.
3. Select {Customer Name} against the relevant customer record.

Edit the Site

1. Locate the Site to be updated.
2. Select Edit.

Update Site Details

The Site Details page allows you to amend information associated with the site.

Fields visible in this example include:

• Site Name
• Location
• Email Address
• Telephone Number

Save the Changes

Once the required amendments have been completed, select Save.

Confirm the Updated Site Details

After saving, return to the Sites and Buildings page and verify that the updated site information is displayed.

Verify the Site Update in new Portal

Changes made in classic Portal are synchronised to new Portal. Allow approximately one minute for the update to become available.

Refresh the Portal

Open or refresh new Portal.

Confirm the Site Has Updated

Verify that the amended site details are displayed.

Editing a Building

Open the Building List

In classic Portal, from the Sites page, locate the relevant Site and select View Buildings.

Edit the Building

Locate the Building you wish to update and select Edit.

Update Building Details

The Building Details page allows information associated with the building to be amended.

Fields visible in this example include:

• Building Name
• Address
• Town
• Postcode
• Contact Name
• Contact Email
• Telephone Number

Save the Changes

After making the necessary updates, select Save.

Confirm the Updated Building Details

Return to the building list and verify that the amended details are displayed.

Verify the Building Update in new Portal

Changes made in classic Portal are synchronised to new Portal and may take approximately one minute to appear.

Refresh the Portal

Refresh new Portal.

Locate the Updated Building

1. Select All Assessments > Select Sites.
2. Select the updated Site.

        3. Hit Select Buildings.

        4. Search for the updated building.

        5. Tick the building record.

      6. Select Set Filter.

Confirm the Building Has Updated

Verify that the updated building name is displayed within the building filter selections.

Summary

Site and Building records are maintained in the legacy administration system, classic Portal. After saving changes, allow a short period for synchronisation before refreshing new Portal and confirming that the updated information is visible. 

This ensures that assessors, validators, and customers are working with the latest site and building information.