Start or return to your building
These instructions are for SiteClara Simple, whose bottom row says Today, To fix, Places, Team and More. If your account uses the full portal, follow the full portal setup guide instead.
- Choose Start, name your building and choose its kind.
- Pick the places you look after, then choose Make my posters. You can change the places later.
- On Today, follow the steps to print a poster, add a helper and scan the poster.
If building choices cannot load, keep your name in the form and choose Retry. You do not need to start again. If you already saved an account, use I already have an account and open the sign-in link sent to your email.
The Help link opens this guide in a new tab, leaving your current task in place. For another language, use your browser’s translation tools.
Look after the building
Today shows the places marked done today and problems still waiting. Fixed today opens the completed problems counted there, with their place and time. Today uses the building’s local calendar day; the evening email covers its report window, so the two can differ around the cutoff.
To fix is the work still waiting. Choose Mark fixed only when it is fixed; Undo is offered briefly. Your helpers can also fix a problem at its poster.
Under Places, add or rename places and print their posters. They are for your team by default. Turn on Anyone can report only where visitors should report problems, and replace the printed poster when its instructions change. Print uses the full page size shown; a small screen preview does not change the printed size.
Under Team, share the join code with the people who should help. Scan it with your own phone too if you will use Done. Making a new code stops new people joining through the old code; it does not remove existing helpers. Remove a helper separately when their access should end.
Under More, save your work with an email address, open the link and complete the agreement. You can then manage Today’s email and its recipients. Saving does not itself subscribe you. Review Subscribe for the price and next step shown for your building.
If a refresh fails, the last information stays visible with a warning. Choose Retry before relying on it as current. If a change was saved but the refreshed list failed to load, the warning says so; do not repeat the change just because the old list is still visible.
Join the team and use My list
- Ask the person in charge for the join code. Scan it with the phone camera and open the link.
- Type your name and choose Join. No phone number or password is needed; this browser remembers you.
- Go to the place, scan its poster and choose Done or Problem.
If the join page cannot load, choose Retry. If it says the link is no longer available, ask for the current code. Keep using the same normal phone browser; clearing its cookies or changing browsers can remove access.
My list shows what needs fixing and which places have not been marked done today. Go to the place and scan its poster to record the work. If a problem is waiting there, fix it and use Fixed; the place’s Done is a separate action.
Record work or report a problem
Check the building and place named on the screen. A team member can choose Done when the place has been cleaned or checked. A Done tapped by mistake can be undone for two minutes; Undo is not offered while that tap is waiting for signal.
Choose Problem, pick what is wrong and optionally add a photo and a few words. A visitor at a poster that allows anyone to report starts with the problem choices. At a team-only poster, tell someone at the office or reception instead.
Once you send, the answers stay fixed until the result is known. If the response does not arrive, the report may already have been received. Choose Confirm report to check the same report; do not create another copy. Leaving an unconfirmed report does not cancel it. Keep the page open if you can.
If a photo cannot be added, keep the report open and retry the photo, or send without it when offered. A Problem needs signal. Done and Fixed can be saved on a supported phone to send when signal returns; the screen tells you when this happens. Keep using that browser and reconnect so it can send.
If the poster says it is not in use, or the wrong place is shown, tell the person in charge. For urgent matters, use your building’s usual urgent contact route.
Current guide: https://siteclara.com/support/simple