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Arez","how-to-add-a-worker-in-arez","2026-09-09T11:55:59.359220Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":431,"title":432,"subTitle":433,"slug":434,"display_order":102,"status":26,"is_public":27,"updated_at":435,"author":63,"authorInfo":436,"assign_to":437,"module":438},"c3db0ab4-5c80-40a9-a16b-1561a7cc4bc5","How to Create, Assign, and Publish a Rota Using Arez Pulse","A step-by-step guide to creating rotas with Arez Pulse, assigning workers to shifts, and publishing schedules efficiently.","how-to-create-assign-and-publish-a-rota-using-arez-pulse","2026-09-09T11:56:09.466555Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":440,"title":441,"subTitle":442,"slug":443,"display_order":116,"status":26,"is_public":27,"updated_at":444,"author":104,"authorInfo":445,"assign_to":446,"module":447},"ac2e5e6a-c54c-42d0-8fe0-fa4699478318","Worker Holidays in Arez Operate","How holiday entitlement is managed by contract type","worker-holidays-in-arez-operate","2026-09-09T11:56:18.929113Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":449,"title":450,"subTitle":451,"slug":452,"display_order":125,"status":26,"is_public":27,"updated_at":453,"author":63,"authorInfo":454,"assign_to":455,"module":456},"a6148cdf-3104-4722-a6a6-f1d9fe706a76","Rota Management in Arez Operate","Manage, schedule, assign, and monitor shifts efficiently within the Arez Operate Rota Management system.","rota-management-in-arez-operate","2026-09-09T11:56:28.151163Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":458,"title":459,"subTitle":460,"slug":461,"display_order":133,"status":26,"is_public":27,"updated_at":462,"author":63,"authorInfo":463,"assign_to":464,"module":465},"263832a2-7d37-4ac0-9f8c-7af9c4f65e69","How to Use Timesheet Arbitration in Arez for Area Managers (AM)","A step-by-step guide for Area Managers (AM) to review, manage, and resolve timesheet arbitration efficiently in Arez.","how-to-use-timesheet-arbitration-in-arez-for-area-managers-am","2026-07-21T13:59:06.608961Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":467,"title":468,"subTitle":469,"slug":470,"display_order":142,"status":26,"is_public":27,"updated_at":471,"author":63,"authorInfo":472,"assign_to":473,"module":474},"dbea735d-304c-4a42-8d96-43576f4fa641","Timesheet Exemptions Guide","Manage exemption rules that control how timesheet deductions are applied to workers and sites.","timesheet-exemptions-guide","2026-08-03T13:07:05.804605Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":476,"title":477,"subTitle":478,"slug":479,"display_order":152,"status":26,"is_public":27,"updated_at":480,"author":63,"authorInfo":481,"assign_to":482,"module":483},"e87b3997-2346-4e75-90c3-eb422de3438c","How to Use Invoicing in Arez","A step-by-step guide to creating, managing, approving, and tracking invoices efficiently in Arez.","how-to-use-invoicing-in-arez","2026-07-21T13:59:20.696156Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":485,"title":486,"subTitle":487,"slug":488,"display_order":161,"status":26,"is_public":27,"updated_at":489,"author":63,"authorInfo":490,"assign_to":491,"module":492},"493a8115-04c8-4d16-9a4b-efdbb565cc71","How to Generate Payroll in Arez","A step-by-step guide to generating payroll in Arez, reviewing calculations, and processing employee payments efficiently.","how-to-generate-payroll-in-arez","2026-07-21T13:59:32.337751Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":494,"title":495,"subTitle":496,"slug":497,"display_order":170,"status":26,"is_public":27,"updated_at":498,"author":63,"authorInfo":499,"assign_to":500,"module":501},"f7748688-67b3-4e45-adc4-266d504aac15","How to Generate a Combined Invoice Report in Arez","A step-by-step guide to generating a complete Combined Invoice Report in Arez.","how-to-generate-a-combined-invoice-report-in-arez","2026-07-21T14:00:18.731402Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":503,"title":504,"subTitle":505,"slug":506,"display_order":507,"status":26,"is_public":27,"updated_at":508,"author":63,"authorInfo":509,"assign_to":510,"module":511},"2d8109e6-c519-4872-bf8c-c99b3fc1b80e","How to Generate an Invoice for a Specific Site","Learn how to generate an invoice for a specific client site by selecting the required site, defining the billing period, and creating the invoice.","how-to-generate-an-invoice-for-a-specific-site",17,"2026-08-03T13:01:37.667364Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":513,"title":514,"subTitle":515,"slug":516,"display_order":179,"status":26,"is_public":27,"updated_at":517,"author":63,"authorInfo":518,"assign_to":519,"module":520},"c4d7355a-82b8-4209-9962-efd672c35fd9","Multi-Tier Management (Parent & Child Supplier Workforce Sharing)","Manage workforce sharing between parent and child suppliers through linked supplier networks.","multi-tier-management-parent-child-supplier-workforce-sharing","2026-08-28T06:27:19.478200Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":522,"title":523,"subTitle":524,"slug":525,"display_order":188,"status":26,"is_public":27,"updated_at":526,"author":63,"authorInfo":527,"assign_to":528,"module":529},"e28633ea-c848-4067-9f72-b893d266cb71","Foot Patrol Guide","Create, configure, assign, and monitor patrol routes within Arez Operate","foot-patrol-guide","2026-08-20T19:53:39.122554Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":531,"title":532,"subTitle":533,"slug":534,"display_order":535,"status":26,"is_public":27,"updated_at":536,"author":63,"authorInfo":537,"assign_to":538,"module":539},"df55cbe1-1e99-4fdf-a78a-5407b35ff1b8","Minimum Billing Automation – Arez Operate","Automatically apply minimum billable-hour rules to client invoices and uplift billing hours where worked hours fall below the configured minimum.","minimum-billing-automation-arez-operate",41,"2026-08-17T09:55:10.286957Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":541,"title":542,"subTitle":543,"slug":544,"display_order":545,"status":26,"is_public":27,"updated_at":546,"author":63,"authorInfo":547,"assign_to":548,"module":549},"2e84ae19-b797-49aa-9c1b-9c5640449121","Manual Invoices – Arez Operate","Create and manage manual invoices for client charges, assets, and other billable items.","manual-invoices-arez-operate",42,"2026-08-17T10:22:35.126842Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":551,"title":552,"subTitle":553,"slug":554,"display_order":555,"status":26,"is_public":27,"updated_at":556,"author":63,"authorInfo":557,"assign_to":558,"module":559},"5ebe0f78-89a7-4dd7-9fe0-ace9383cf4be","How Pay and Charge Rates Work in Arez Operate","Pay Rates, Charge Rates and Worker Overrides Explained","how-pay-and-charge-rates-work-in-arez-operate",45,"2026-09-08T09:10:21.537843Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],[],{"id":562,"name":16,"slug":17,"description":18,"icon":19,"display_order":36,"articles":563,"subcategories":564},"4676bd38-6f09-4fa9-b11c-afbf9a986334",[],[],{"id":566,"name":567,"slug":568,"description":18,"icon":19,"display_order":43,"articles":569,"subcategories":588},"d8405536-838c-466f-92a3-c81f464be470","Worker Guides","worker-guides",[570,579],{"id":571,"title":572,"subTitle":573,"slug":574,"display_order":11,"status":26,"is_public":27,"updated_at":575,"author":63,"authorInfo":576,"assign_to":577,"module":578},"944baada-3a08-40c8-a080-73bb135cf8eb","How to Complete Veriff Identity Verification","Learn how administrators can generate and send a Veriff verification link, and how workers can complete the identity verification process by submitting their identification documents and selfie for approval.","how-to-complete-veriff-identity-verification","2026-09-09T11:54:19.526871Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":580,"title":581,"subTitle":582,"slug":583,"display_order":36,"status":26,"is_public":27,"updated_at":584,"author":63,"authorInfo":585,"assign_to":586,"module":587},"5791da4f-11ac-4036-ac8e-37471f2e3652","How to Book On and Book Off Using the Arez App","A Step-by-Step Guide to Booking On and Booking Off Using the Arez App","how-to-book-on-and-book-off-using-the-arez-app","2026-09-09T11:54:27.316202Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],[],{"id":590,"name":591,"slug":592,"description":18,"icon":19,"display_order":52,"articles":593,"subcategories":612},"06e69e44-db5f-4f6a-aa6b-ee5a6d2780c8","Supplier Guides","supplier-guides",[594,603],{"id":595,"title":596,"subTitle":597,"slug":598,"display_order":11,"status":26,"is_public":27,"updated_at":599,"author":63,"authorInfo":600,"assign_to":601,"module":602},"7d684e15-d686-4c96-8113-90bb3170f04f","How to Add a Worker as a Supplier\u002FService Partner","Learn how to invite workers using a signup link or manually add them to your supplier workforce in Arez.","how-to-add-a-worker-as-a-supplierservice-partner","2026-09-09T11:54:37.184597Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":604,"title":605,"subTitle":606,"slug":607,"display_order":36,"status":26,"is_public":27,"updated_at":608,"author":63,"authorInfo":609,"assign_to":610,"module":611},"7aac7b8f-bdc1-45e6-8d6b-79c727223d6a","Add a Worker Rota as a Supplier\u002FService Partner","Learn how to add workers to the rota, assign shifts, and manage schedules as a Supplier or Service Partner.","add-a-worker-rota-as-a-supplierservice-partner","2026-09-09T11:54:44.997217Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],[],{"id":614,"name":615,"slug":616,"description":18,"icon":19,"display_order":61,"articles":617,"subcategories":627},"d5d281b0-4c5d-4662-95dd-131f50b2221f","Mobile Operations","mobile-operations",[618],{"id":619,"title":620,"subTitle":621,"slug":622,"display_order":11,"status":26,"is_public":27,"updated_at":623,"author":63,"authorInfo":624,"assign_to":625,"module":626},"f38b2946-e626-4269-902f-37e5690c1ae5","Foot Patrol In Arez Operate","Create patrol routes, configure checkpoints, assign workers and monitor patrol delivery","foot-patrol-in-arez-operate","2026-09-21T08:45:08.597297Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],[],{"id":298,"author_info":629,"category_info":630,"subcategory_name":633,"published_by_infoame":19,"Helptags":636,"title":299,"subTitle":300,"slug":301,"content":637,"file":19,"summary":66,"sumy_summary":638,"article_tags":639,"status":26,"featured":640,"view_count":152,"helpful_count":641,"unhelpful_count":641,"display_order":302,"seo_title":66,"seo_description":66,"is_public":27,"assign_to":642,"module":643,"created_at":644,"updated_at":303,"published_at":19,"ai_tags":645,"last_embedded_at":651,"subcategory":33,"category":6,"author":63,"published_by":19,"tags":652},{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},{"id":6,"name":7,"slug":8,"description":9,"icon":10,"display_order":11,"is_active":27,"created_at":631,"updated_at":632},"2026-01-22T11:29:29.959297Z","2026-08-17T08:10:00.771380Z",{"id":33,"name":34,"slug":35,"description":18,"icon":19,"display_order":36,"is_active":27,"created_at":634,"updated_at":635,"category":6},"2026-01-22T11:35:48.090195Z","2026-03-25T12:41:53.929412Z",[],"\u003Ch3>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Understanding Site information in Arez\u003C\u002Fstrong>\u003C\u002Fspan>\u003Cbr>\u003C\u002Fh3>\u003Ch4>\u003Cspan style=\"color: rgb(0, 143, 197);\">\u003Cstrong>How Arez keeps every Site rich, tidy and trustworthy as your portfolio grows\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(90, 107, 123);\">\u003Cstrong>Who it's for: \u003C\u002Fstrong>Admins and FM managers     \u003Cstrong>Reading time: \u003C\u002Fstrong>7 minutes     \u003Cstrong>Where: \u003C\u002Fstrong>Clients & Sites, Management Console\u003C\u002Fspan>\u003Cbr>\u003C\u002Fp>\u003Ctable style=\"min-width: 25px;\">\u003Ccolgroup>\u003Ccol style=\"min-width: 25px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 143, 197);\">\u003Cstrong>IN 30 SECONDS\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Every piece of Site information has one natural home. Put it there once and Arez does the rest.\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Structure \u003C\u002Fstrong>classifies your portfolio.  \u003Cstrong>Attributes \u003C\u002Fstrong>capture facts.  \u003Cstrong>Tags \u003C\u002Fstrong>group Sites.  \u003Cstrong>Contacts \u003C\u002Fstrong>hold people.  \u003Cstrong>Live data \u003C\u002Fstrong>is calculated for you, never typed in.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Ch3>\u003Cbr>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Why Sites stay tidy in Arez\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">In most FM systems, every new request becomes another field on the Site form. A few years later the form is a scroll of half empty boxes, reports disagree with each other, and nobody trusts what they see.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Arez takes a different approach. A Site is made of layers, and each layer has one job. That gives you three things other platforms struggle to offer:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>One source of truth. \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">Each fact lives in one place, so filters, reports and Jobs always agree.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Status you don't have to maintain. \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">Open Jobs, overdue certificates and compliance are calculated from live records, so they are never out of date.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Room to grow without clutter. \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">You can add your own Attributes and Tags without changing how Arez works or waiting for a development cycle.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F129696f9-4a64-4d25-935f-100507708904\u002F20260921064146\u002Fpasted-image.webp\" alt=\"\" width=\"958\" height=\"504\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>The six layers of a Site\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ctable style=\"width: 1315px;\">\u003Ccolgroup>\u003Ccol style=\"width: 285px;\">\u003Ccol style=\"width: 259px;\">\u003Ccol style=\"width: 372px;\">\u003Ccol style=\"width: 399px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"285\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>Layer\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"259\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>What it answers\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"372\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>Examples\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"399\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>How Arez treats it\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"285\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Core Site fields\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"259\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">What site is this?\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"372\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Name, client, site number, address, postcode, status\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"399\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Stable fields Arez relies on for Jobs, permissions and reporting\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"285\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Site Structure\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"259\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">How is it classified?\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"372\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Site Type, Region, Area, Level 3, Level 4\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"399\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Controlled lists set once per client, used everywhere\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"285\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Attributes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"259\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">What facts describe it?\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"372\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Security Level, Opening Hours, Access Type, Property Reference\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"399\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Your own fields, available on every Site for that client\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"285\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Tags\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"259\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Which groups is it in?\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"372\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Flagship, Refurb 2027, London Portfolio\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"399\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Light labels for grouping and filtering\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"285\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Ownership & contacts\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"259\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Who owns it, who do I call?\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"372\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Site Manager, Primary Site Contact, Directory\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"399\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">One accountable owner, as many contacts as you need\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"285\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Live operational data\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"259\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Is it OK right now?\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"372\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Open Jobs, overdue certificates, next PPM, compliance\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"399\">\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(34, 34, 34);\">Calculated by Arez from live records\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Ch3>\u003Cbr>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Where should new information go?\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Ask these questions in order. Stop at the first yes.\u003C\u002Fspan>\u003C\u002Fp>\u003Ctable style=\"width: 1398px;\">\u003Ccolgroup>\u003Ccol style=\"width: 936px;\">\u003Ccol style=\"width: 173px;\">\u003Ccol style=\"width: 289px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"936\">\u003Cp>\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>Ask\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"173\">\u003Cp>\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>If yes, use\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"289\">\u003Cp>\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>Example\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"936\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Does Arez need it to run Jobs or workflows?\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"173\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Core Site field\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"289\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Site Manager, status, address\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"936\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Is it a classification shared across the whole portfolio?\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"173\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Site Structure\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"289\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Region, Area, Site Type\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"936\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Is it a fact with a clear type or value?\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"173\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Attribute\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"289\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Parking = Yes; Security Level = Restricted\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"936\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Is it a flexible or temporary grouping?\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"173\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Tag\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"289\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Refurb 2027\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"936\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Is it a person?\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"173\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Site Manager, Primary Contact or Directory\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"289\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Sarah Collins\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"936\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Can Arez work it out from live records?\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"173\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Nothing to add\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"289\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Open Jobs, Compliance %\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Ctable style=\"min-width: 25px;\">\u003Ccolgroup>\u003Ccol style=\"min-width: 25px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(82, 197, 40);\">\u003Cstrong>WORKED EXAMPLE\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">Your client asks you to record three things on their stores: whether there is parking, which stores are in next year's refurb, and the name of each store manager.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Parking \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">is a fact with a Yes or No answer, so create a Yes\u002FNo Attribute called Parking.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Next year's refurb \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">is a temporary group, so create a Tag called Refurb 2027 and add it to those stores.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Store manager \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">is a person, so add them to the Directory and set them as Primary Site Contact.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>And whether the store is compliant? \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">Nothing to add. Arez already calculates it.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(90, 107, 123);\">\u003Cem>If two places could hold the same information, pick one. Keeping a fact in two places is how records drift apart.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Core Site fields\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Core fields are the small set Arez itself understands: Site Name, Client, Site Number or Store Code, address and postcode, status and Site Manager. They power Job creation, assignment, permissions, reporting and integrations, which is why we keep the list short.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Need something extra? An Attribute is almost always the right answer. Your existing Additional Information fields stay exactly as they are.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Site Structure\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Site Structure classifies your whole portfolio using controlled lists. You set the values once for a client, then pick from them on each Site. Because everyone chooses from the same list, a filter for Region = North returns every northern Site, with no spelling variations slipping through.\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Where: \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">Management Console, in this order: Site Type, Region, Area, Level 3, Level 4.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Site Type \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">describes what the site is, such as Delivery Office, Depot or Retail Store. Use status for Active or Inactive.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Tip: \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">imported data can be messy. Tidy up duplicate or misspelt values in the list rather than working around them.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch3>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Attributes\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Attributes let you capture the facts that matter to each client without anyone needing to change the product. Arez includes ready made templates to get you started, and you can add your own.\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Define once, use everywhere. \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">You create the Attribute in the Management Console and it appears on every Site for that client.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Simple to set up. \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">Give it a name and a field type. For lists, add the allowed options.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Front and centre. \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">Attributes sit near the top of Site Detail because they describe what the site is.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch3>\u003Cspan style=\"color: rgb(0, 143, 197);\">\u003Cstrong>Field types\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ctable style=\"width: 1375px;\">\u003Ccolgroup>\u003Ccol style=\"width: 618px;\">\u003Ccol style=\"width: 337px;\">\u003Ccol style=\"width: 420px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"618\">\u003Cp>\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>Type\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"337\">\u003Cp>\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>Good for\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"420\">\u003Cp>\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>Example\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"618\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Text\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"337\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Short free text\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"420\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Property Reference\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"618\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Number\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"337\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Counts and measures\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"420\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Floor Area\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"618\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">List\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"337\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">A fixed set of choices\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"420\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Security Level = Restricted\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"618\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Date\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"337\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Key dates\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"420\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Lease Expiry\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"618\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Yes\u002FNo\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"337\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Simple checks\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"420\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Parking = Yes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"618\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Memo\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"337\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Longer notes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"420\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Access Instructions\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Ch3>\u003Cspan style=\"color: rgb(0, 143, 197);\">\u003Cstrong>Use an Attribute when\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">You want to report or filter on the value consistently\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The value has a clear type, such as a date, number or choice\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Every Site should have the chance to capture it\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">There should be one clear answer per Site\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F5bf5038f-86cf-410c-a642-bd3632058829\u002F20260921064319\u002Fpasted-image.webp\" alt=\"\" width=\"693\" height=\"591\">\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Tags\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Tags are light labels for portfolios, programmes and anything that cuts across your normal structure: Flagship, Refurb 2027, London Portfolio, High Attention. They are for grouping, not for storing facts.\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Create Tags in one place: \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">Management Console, Site Settings, Tags. This keeps your Tag library clean.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Add as many as you like. \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">Site Detail shows the first three, with the rest shown as +N.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Remove safely. \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">Clicking × on a Tag removes it from that Site only. The Tag stays in your library.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Don't double up. \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">If Parking is already an Attribute, filter by the Attribute rather than creating a Parking Tag.\u003C\u002Fspan>\u003Cbr>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Filtering by Tags: Match Any or Match All\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">When you pick more than one Tag, Arez always tells you how it is combining them. Open the Tags filter, search or tick your Tags, and choose Match Any or Match All. Any is the default.\u003C\u002Fspan>\u003C\u002Fp>\u003Ctable style=\"width: 1491px;\">\u003Ccolgroup>\u003Ccol style=\"width: 910px;\">\u003Ccol style=\"width: 189px;\">\u003Ccol style=\"width: 181px;\">\u003Ccol style=\"width: 211px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"910\">\u003Cp>\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>Site\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"189\">\u003Cp>\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>Tags on the Site\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"181\">\u003Cp>\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>Match Any: Commercial, High Security\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"211\">\u003Cp>\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>Match All: Commercial, High Security\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"910\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Store A\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"189\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Commercial\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"181\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Shown\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"211\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Hidden\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"910\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Store B\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"189\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">High Security\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"181\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Shown\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"211\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Hidden\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"910\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Store C\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"189\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Commercial, High Security\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"181\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Shown\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"211\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Shown\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Once the filter is closed, it reads as plain text such as Commercial, High Security. Your selected Tags also appear beside the result count, for example Tags (Any): Commercial × High Security ×, so you can remove one without reopening the filter.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F127ad268-5c25-4b12-b325-3218e762d72a\u002F20260921064410\u002Fpasted-image.webp\" alt=\"\" width=\"651\" height=\"536\">\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Site Manager, Primary Site Contact and Directory\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Arez separates who is accountable for a Site from who you talk to. A Site can have many contacts but only one owner, so nothing falls between two people.\u003C\u002Fspan>\u003C\u002Fp>\u003Ctable style=\"width: 1245px;\">\u003Ccolgroup>\u003Ccol style=\"width: 612px;\">\u003Ccol style=\"width: 259px;\">\u003Ccol style=\"width: 374px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"612\">\u003Cp>\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>Role\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"259\">\u003Cp>\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>What it means\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"374\">\u003Cp>\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>How it works\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"612\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Site Manager\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"259\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Your internal owner for the Site\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"374\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">One per Site; can be added to new Jobs automatically\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"612\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Primary Site Contact\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"259\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">The main customer or on site contact\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"374\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Optional; chosen from the Directory\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"612\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Directory\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"259\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Everyone connected to the Site\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"374\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">As many as you need; does not imply ownership\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Ch3>\u003Cbr>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Reading Site Detail\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Site Detail answers questions in the order an FM manager asks them, so the most urgent answer is always at the top.\u003C\u002Fspan>\u003C\u002Fp>\u003Ctable style=\"width: 895px;\">\u003Ccolgroup>\u003Ccol style=\"width: 163px;\">\u003Ccol style=\"width: 327px;\">\u003Ccol style=\"width: 405px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"163\">\u003Cp>\u003C\u002Fp>\u003C\u002Fth>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"327\">\u003Cp>\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>Your question\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"405\">\u003Cp>\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>Where to look\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"163\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">1\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"327\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Is this site OK?\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"405\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Open Jobs, Overdue Certificates, Next PPM Due, Compliance\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"163\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">2\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"327\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">What is this site?\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"405\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Core details, Attributes and Tags\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"163\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">3\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"327\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Who owns it and who do I contact?\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"405\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Site Manager and Primary Site Contact\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"163\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">4\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"327\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Where is it?\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"405\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Site Location\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"163\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">5\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"327\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">What is happening?\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"405\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">AI overview, certificates, Jobs and financial panels\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Ch3>\u003Cbr>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Honest numbers: zero is not the same as no data\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ctable style=\"min-width: 25px;\">\u003Ccolgroup>\u003Ccol style=\"min-width: 25px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 143, 197);\">\u003Cstrong>WHAT MAKES AREZ DIFFERENT\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">Many dashboards show 0% when there is simply nothing to measure. That puts a Site in the red for no reason and sends people chasing problems that don't exist.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>0% compliance \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">in Arez means compliance was measured and the result was zero. That needs action.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>— or No certificates yet \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">means nothing has been measured. That needs setting up, not escalating.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">The same rule applies across Site metrics, KPIs and reports, so a red number in Arez is always a real one.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Ch3>\u003Cbr>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>How Site information helps your Jobs\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Sensible defaults. \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">The Site Manager can fill in the Job's Arez Manager automatically. You can still change it on the Job.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Always current. \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">Site Attributes shown on a Job are read live from the Site, so engineers see today's access type or opening hours, not a copy from when the Job was raised.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Kept separate. \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(0, 0, 0);\">Job specific Attributes stay on the Job and never overwrite Site information.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch3>\u003Cbr>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Ask FieldIQ about your Sites\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Because every fact has one clear home, FieldIQ can answer questions about your portfolio in plain English, including from AI assistants such as Claude and ChatGPT. It is included with FieldIQ at no extra charge.\u003C\u002Fspan>\u003C\u002Fp>\u003Ctable style=\"min-width: 25px;\">\u003Ccolgroup>\u003Ccol style=\"min-width: 25px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 143, 197);\">\u003Cstrong>TRY ASKING\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">Which London Portfolio sites have overdue certificates?\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">Show me Restricted security sites with open Jobs this week.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(10, 40, 65);\">Which Refurb 2027 stores have no compliance data yet?\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(90, 107, 123);\">\u003Cem>Answers follow your normal Arez permissions, so people only see the Sites they already have access to.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Good habits\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ctable style=\"width: 1318px;\">\u003Ccolgroup>\u003Ccol style=\"width: 997px;\">\u003Ccol style=\"width: 321px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"997\">\u003Cp>\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>Do\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth colspan=\"1\" rowspan=\"1\" colwidth=\"321\">\u003Cp>\u003Cspan style=\"color: rgb(255, 255, 255);\">\u003Cstrong>Avoid\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"997\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Use an Attribute when you need a new field\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"321\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Asking for a new core field when an Attribute will do\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"997\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Use Tags for groups and programmes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"321\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Using Tags to store facts like Parking or Security Level\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"997\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Keep each fact in one place\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"321\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Recording the same fact as both an Attribute and a Tag\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"997\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Add only the Attributes you will actually use\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"321\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Setting up fields just in case\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"997\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Let Arez calculate status from Jobs, PPM and certificates\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"321\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Typing status or compliance in by hand\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"997\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Read — as \"not measured yet\"\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"321\">\u003Cp>\u003Cspan style=\"color: rgb(34, 34, 34);\">Treating a missing value as a failure\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Ch3>\u003Cspan style=\"color: rgb(10, 40, 65);\">\u003Cstrong>Quick reference\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ctable style=\"min-width: 1109px;\">\u003Ccolgroup>\u003Ccol style=\"width: 572px;\">\u003Ccol style=\"width: 128px;\">\u003Ccol style=\"width: 128px;\">\u003Ccol style=\"width: 128px;\">\u003Ccol style=\"width: 128px;\">\u003Ccol style=\"min-width: 25px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"572\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(82, 197, 40);\">\u003Cstrong>CORE\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(255, 255, 255);\">System truth\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"128\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(82, 197, 40);\">\u003Cstrong>STRUCTURE\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(255, 255, 255);\">Classification\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"128\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(82, 197, 40);\">\u003Cstrong>ATTRIBUTES\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(255, 255, 255);\">Facts\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"128\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(82, 197, 40);\">\u003Cstrong>TAGS\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(255, 255, 255);\">Groups\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"128\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(82, 197, 40);\">\u003Cstrong>LIVE DATA\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(255, 255, 255);\">Operational truth\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"0\">\u003Cp>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Ch3>\u003Cspan style=\"color: rgb(0, 143, 197);\">\u003Cstrong>Related articles\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 143, 197);\">\u003Cu>Configure Site Structure for a client\u003C\u002Fu>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 143, 197);\">\u003Cu>Create and manage Site Attributes\u003C\u002Fu>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 143, 197);\">\u003Cu>Enter Attribute values on a Site\u003C\u002Fu>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 143, 197);\">\u003Cu>Create and manage Site Tags\u003C\u002Fu>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 143, 197);\">\u003Cu>Add or remove Tags on a Site\u003C\u002Fu>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 143, 197);\">\u003Cu>Filter Sites using Tags\u003C\u002Fu>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 143, 197);\">\u003Cu>Set up the Site Manager, Primary Site Contact and Directory\u003C\u002Fu>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>","This guide explains how Site information is organised and managed in Arez. It covers core Site details, Site Structure, Attributes, Tags, contacts and live operational data, helping users understand where each type of information belongs and how it supports reporting, jobs and day-to-day Site management.",[],false,0,[],[],"2026-09-21T06:41:31.121235Z",[646,647,648,649,650],"arez","site information","site management","fm systems","data organization","2026-09-21T08:47:49.384965Z",[],[654,655,656,657,658],{"id":240,"title":241,"subTitle":242,"slug":243},{"id":57,"title":58,"subTitle":59,"slug":60},{"id":230,"title":231,"subTitle":232,"slug":233},{"id":250,"title":251,"subTitle":252,"slug":253},{"id":210,"title":211,"subTitle":212,"slug":213},1789980978658]