Editing and deleting

Manual — Companies and hierarchy · chapter 7 of 9

Edit and delete are at the top of the site record. Edit requires the Edit level; Delete, the Trash level of the Sites / Entities right.

Editing

1. In the site record, click Edit. The Info tab turns into the Edit Site form, with the same sections as the registration (chapter 4), except Hierarchy.
2. Change what you need. The Search buttons (CNPJ and ZIP code) and Get coordinates from address work as in the registration.
3. Click Save. Site updated appears. Cancel discards the changes.

• When you change the Name, H2O updates the full name of the site and of every sub-site below it.
• The changes go into the History tab (chapter 5).

System rule

The parent site does not change after registration: the edit form has no Parent Site field. To move a site to another place in the tree, you have to register a new site in the right place — the records of the old site (tickets, assets, locations, documents) are not carried along.

Deleting

1. In the site record, click Delete.
2. Confirm the question Delete? “site name”.
3. Deleted appears and H2O goes back to the list.

• A site with sub-sites is not deleted: H2O warns ‘name’ cannot be deleted because it has N sub-entity(ies). Delete (or keep) the sub-sites first.
• The Root cannot be deleted: H2O warns The root entity cannot be deleted. and nothing is deleted.

Warning

Deleting a site is permanent: it does not go to the trash and cannot be undone from the screen. H2O does not check whether the site still has linked tickets, assets, locations, documents, projects or users — those records remain saved, linked to a site that no longer exists: they disappear from the screens of whoever works by site and only appear to whoever sees the whole tree (Root with Site + sub-sites). Before deleting, check the Statistics and Users tabs and prefer to keep the site if it has any history.