---
title: "SOP: Campus Setup — New Project Launch"
description: Step-by-step SOP for setting up a campus at project launch, covering parent/child site creation, equipment assignment, workforce access, and reporting.
---

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# SOP: Campus Setup — New Project Launch

## Steps to configure a new campus with parent/child sites, equipment, and workforce access from project start

## Purpose

To outline the steps required to **set up a campus from the start of a project** in Sitemetric, including parent/child relationships, equipment assignment, and workforce access configuration, while maintaining data separation and supporting campus-level reporting.

This SOP builds on the Campus Definition & Usage guidance:

- A **Campus** is an umbrella structure grouping multiple projects under a parent entity.
- Campuses are used when multiple projects share access points but require separate reporting, or when aggregated campus reporting is desired.

---

## Scope

Applies to:

- Customer Support
- Data Support
- Field Technicians
- Site Leaders

Used when a **customer plans to operate multiple projects/buildings under one campus from day one** and no prior Sitemetric site exists.

---

## Key Principles

- Sitemetric is **project-first**, campus-second
- Campus structure must be defined **before any worker activity**
- Shared access points supported at parent level, child projects maintain separate reporting
- Configure equipment and access **prior to site operations**

---

## Procedure

### 1. Confirm Campus Requirements with Customer

- Confirm campus model is desired.
- Identify: 
    - Number of child projects (buildings/phases)
    - Shared vs site-specific access points
    - Reporting needs (project-level and campus-level)
    - Access list expectations (shared or unique per child site)

**Result:** Campus design and requirements are clearly defined.

---

### 2. Launch Campus Project (Parent Site)

- Launch the **Campus (Parent) project** in Admin.
- Name the project per the **Campus naming convention**: Project Name – Campus
- Configure campus-specific settings.
- Confirm the project is active.

**Result:** Parent campus is live and ready for child site linkage.

---

### 3. Launch Child Sites

- Submit launch requests for each child project.
- Configure project details.
- Link each child site to the campus by setting the **Parent Site** field.

**Result:** All child sites are active and linked under the campus parent.

---

### 4. Assign Equipment

- Identify shared access points and assign to **Parent (Campus)**.
- Assign child site-specific equipment accordingly.
- Validate correct data flow.

**Result:** Equipment supports physical deployment and correct data reporting.

---

### 5. Configure Workforce Access

- Determine with customer:

### Shared Access Lists

- Configure at campus level
- Enable automatic sync to all child sites

### Unique Access Lists

- Configure access per child site
- Request contractor-to-project assignment if needed

**Result:** Workforce access reflects customer expectations.

---

### 6. Enable Reporting

- Activate **standard reports** for each child site.
- Enable campus-level roll-up reporting for aggregated view.

**Result:** Reporting available at both project and campus levels.

---

### 7. Final Validation & Customer Confirmation

- Verify: 
    - Parent/child relationships
    - Equipment assignments
    - Access list accuracy
    - Reporting setup
- Notify customer that campus setup is complete.

**Result:** Campus fully operational prior to any worker activity.

---

## Completion Checklist

- Parent campus project created and active
- All child sites created and linked
- Equipment assigned correctly to parent and child sites
- Workforce access configured (Shared or Unique)
- Standard reports enabled for all sites
- Customer validation completed

---

**Owner:** Customer Support / Data Support

**Applies To:** New campus-based project launches, project setup, and configuration decisions

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