Exporting Sites

Here, the users can export

  • Selected Records
  • All Sites in the current grid
  • All Sites in the data room
  1. To Export a single site or a specific set of selected sites, select the site(s) by clicking the checkbox(s) at the left side of the grid.
  2. Click the Export Metadata button in the menu ribbon above the site grid. The Export Sites window opens.
  3. Choose the Source from the radio buttons.

  4. Click the Next button at the bottom of the popup window. This opens the Select Metadata Fields – step 2 of the popup window. Activate the Metadata dropdown menu to the right of the metadata field.
  5. By default, two metadata fields (Investigative Site Name and Site Number) are pre-selected for the user. Select the other required metadata fields to include in the export from the below section.
  6. Expand the arrows to view the metadata fields. Select the checkbox(s) of the required metadata fields to include in the export. Refer to the screenshot below.

  7. After selecting the required metadata fields, the Export button is enabled in the popup window. Click the Export button displayed at the bottom of the popup window.

  8. Once the export is complete, the user is notified about the Get Job Result in a popup on the top right side of the screen.
  9. To view the exported file, click the Bell icon (Notifications) displayed in the top right corner of the screen.