Retire a site

Retiring a site is a multi-step process that hides the site, removes its record associations, and ensures it is no longer accessible to users. This process consists of multiple smaller tasks that may be required based on your organization’s Fiix setup. 

Follow this checklist to retire a site:

• Remove user access to the site
• Remove access for Guests using the Work Request Portal
• Pause associated Scheduled Maintenance
• Parts: Delete associated parts, deactivate stock, or rename parts
• Rename the site and change its status
• Downgrade the site to a facility and move it under No Site

Remove user access to the site

This step removes users and user groups that have permission to access the site. 

1. In Assets > Facilities, click the site to edit.
2. Click the Personnel tab:
   
3. Hover over any users or user groups and click the delete () icon:
   
4. In the confirmation pop-up, click OK.

Remove access for Guests using the Work Request Portal

This step ensures users logged in as a Guest can't access the site through the Work Request Portal. 

1. In Settings > Users, click Guest.
2. Click the Regions & User Groups tab:
   
3. Click the Site or Region to remove:
   
4. In the Site User pop-up, uncheck Guests (and any other user groups remaining) to remove and click OK:
   
5. Click Save.

Pause associated scheduled maintenances

To see all scheduled maintenances that exist at a site, first make a site filter. Once the filter is applied, toggle visible records to paused. Pausing associated scheduled maintenance ensures that users won't receive scheduled maintenance work at the retired site.

1. In Maintenance > Scheduled Maintenance, click the add filter () button:
   
2. Select Site from the first drop-down menu:
   
3. Select the site to retire from the drop-down menu, creating a Site is (retiring site) filter rule:
   
4. Check the Save this filter, with the following name box and name the custom filter (e.g. Toronto scheduled maintenance):
   
5. Click OK. The filtered list now shows all scheduled maintenance at the site.
6. Click each visible scheduled maintenance to pause. 
7. Toggle the status from Running to Paused:
   
   
8. Click Save. Repeat until all SMs are paused at the site. 

Parts: Delete associated parts, deactivate stock, or rename parts.

Depending on your Fiix setup, you may do one or many of the following to manage parts when retiring a site:

• Delete parts associated with the site
  • best for lesser-used tenants, power users, or users working closely with a Fiix representative. 
• Deactivate stock associated with the site
  • best for users who want to avoid accidentally consuming stock at the site but can't delete parts
•  Rename parts to indicate retired status
  • best for users who can't delete or deactivate parts, or as a shorter-term solution

Rename the site and change its status

1. In Assets > Facilities, click the site to edit.
2. Give the site a new name (e.g. “Not in use”, “Graveyard”, or “Retired site") and click Save:
   
3. Toggle the asset status to Offline:
   
4. In the pop-up Set Offline dialogue, click OK:
   
5. Click Save.

Downgrade the site and move it under “No Site”

Downgrading the site converts the site into a facility, and moving the facility to live under “No Site” will make it less visible to future users.

1. In Settings > CMMS Settings, click the Sites tab:
   
2. Click Downgrade/Remove next to the site you want to downgrade:
   
3. In the Please select a new site you wish to move the facility to pop-up, click the site that you want to move the converted site to (typically No Site):
   
4. In the confirmation pop-up, click OK:
   
5. Click Save.