Site Setup & Wizard Builder

Convert your physical locations into digital workspaces.

Site Creation

Once a plan is selected, Admins can create their first "Site".

Form Overview

Below is a simple breakdown of the information required to create a new site.

📝 Site Fields

Field	Requirement	Purpose
Site Name	🔴 Mandatory	The primary name used for this location.
Site Address	⚪ Optional	The physical street address.
Description	⚪ Optional	Internal notes or site details.
Company Name	⚪ Optional	Partner name (Leave blank to use your own).
Company Address	⚪ Optional	Partner address (Leave blank to use your own).

🤝 Partner Sites Logic

If you are adding a site that belongs to a Partner Company, fill in their details. If you leave these fields empty, Qoodo will automatically use your main Company Profile for all logs and reports generated at this site.

Manual Setup

• Site Name: This is the only mandatory field. Choose a unique name for your location.
• Location Details: Optional site address and description.
• Partner Sites: The Company Name and Company Address fields are used for sites that work as partners but belong to a different entity. If left blank, these will default to your own company details.

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Managing Sites

After the initial onboarding, you can manage and add more sites via: Home -> Sites -> Click Icon

Bulk Import via Excel

For large organizations, Qoodo supports bulk site creation. You can prepare your data in identifying columns as shown below:

Site Name	Site Address	Company Name	Company Address	Description
Mandatory	Optional	Optional	Optional	Optional
Office A	123 Main St	Partner Co	456 Tech Park	Main office
Warehouse B	789 Industrial Way			Central storage
Retail Store C	55 King St	Qoodo Retail	77 Business Cir	Flagship store

TIP

Important Note on Formatting: For any optional fields you do not wish to fill, leave the corresponding cell completely empty. Do not use placeholders like - or /, as these will be imported as literal text.

Steps:

1. Download Template: 📥 Download add_sites_template.xlsx
2. Fill Data: Ensure at least the Site Name is provided.
3. Import: Click the Attachment icon in the top-right of the "Add New Site" screen in the app.

The Wizard Builder (Setup Wizard)

After site creation, the Setup Wizard helps you configure your digital HACCP folder in minutes.

Smart Configuration

Instead of manual setup, the wizard asks key questions:

• Business Category: Are you a Catering service, Food Producer, or Logistics hub?
• Equipment Inventory: Do you have Refrigerators, Deep Fryers, or Shock Freezers?
• Operational Habits: Do you use eggs? Do you serve food on-site? Do you have home delivery?

Instant Setup

Based on your answers, the Wizard Builder:

• Generates Logs: Automatically creates Refrigerator logs, Frying Fat logs, and cleaning logs tailored to your hardware.
• Sets Thresholds: Pre-configures temperature limits and monitoring frequencies according to industry standards.

Implementation Logic (Internal)

Wizard Components

• Main Controller: WizardsController.
• Dynamic Pages: Pages are generated in WizardsController.pages() based on previous answers.
• Storage: Collected answers are stored in a wizardQuestion map.
• Final Submission: sitesApiCall() sends the complete configuration to the backend to initialize the site database.