PS: How to Assign Sites to Site Groups

The Hook: Use this workflow to assign specific properties to Site Groups within Sites Extra, ensuring they are grouped correctly for regional or portfolio-level reporting.

Prerequisites: 

• Requires access to the Admin menu. 
• Must have permissions to access Administrative Tools > Sites Extra.

The Steps:

1. Navigate to Admin > Administrative Tools > Sites Extra.
2. Locate the site you wish to modify in the list.
3. Click the Edit Icon (pencil) under the Types column next to the specific site.
4. Review the list of "Sites (Hotels)" and "Site Groups."
5. Place a check mark next to the Site Group name you wish to make the site a member of.
6. Click the green check mark to confirm your selection.
7. Observe that the "Types" column for the modified site is now outlined in red, indicating unsaved changes.
8. Click the Save Icon (floppy disk) to finalize and save the changes to the Sites Extra screen.

The Result Validation: 

• Success: The red outline disappears, and the site remains assigned to the selected Site Group.

Troubleshooting: 

• Critical Note: Users must be careful not to assign one site (hotel) to another site (hotel) in error. If this occurs, the site assigned to another will become a "region," which will cause reports to display errors. 
• Note: If the red outline remains around the Types column, your changes have not been saved; you must click the Save Icon.