BondiByte Robotics

Guide

Use sites to organise people, rosters, and service areas.

Sites provide the operating structure for accommodation, houses, locations, client service areas, staffing relationships, and site-based rosters.

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What this section is for

Explains how Site Setup fits into the BondiByte workspace.

Sites represent locations, houses, accommodation settings, or logical service areas used by staff, clients, rostering, Smart Rostering, documents, and operational reminders.

Site setup includes name, type, address, staff/client relationships, managers, and site-level rostering and automation settings.

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Before you start

Lists what should be ready before working through Site Setup.

Know the provider's houses, service locations, or logical client service areas.

Have staff and client lists ready for each site.

Decide who is primary team, secondary team, relief, site manager, or team leader where those relationships are used.

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Step-by-step setup

Gives practical setup steps for Site Setup.

  1. Open Sites and create the site record.
  2. Complete address and location details where needed.
  3. Link staff and clients to the site.
  4. Review site staffing rules and team relationships.
  5. Set site-level rostering settings and reminder preferences.
  6. Use the Rostering and Smart Rostering guides before enabling Smart Rostering.
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Key fields and settings explained

Defines the main fields and settings used by Site Setup.

Site
A location, house, accommodation area, or logical service area used to group operational work.
Site type
The category of site or service area used by the provider.
Primary team
Staff usually preferred for the site.
Secondary team
Staff who can support the site when primary staff are unavailable or unsuitable.
Relief staff
Staff who can be used as fallback coverage when relief relationships are set.
Site manager
The manager relationship used for site oversight and notifications when site management is enabled.
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Best-practice setup tips

Lists practical setup tips for Site Setup.

Best practice

  • Set up sites before staff/client relationships and rosters become complex.
  • Keep primary, secondary, and relief relationships realistic.
  • Review site settings before enabling staff interest, reminders, or Smart Rostering.
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Common mistakes to avoid

Lists common setup mistakes for Site Setup.

Common mistake

  • Enabling Smart Rostering before linking staff to the site.
  • Leaving clients unlinked when site context matters.
  • Treating relief staff as a substitute for proper primary team setup.

Need help applying this setup path?

Book a BondiByte demo and we can walk through the right setup order for your provider.

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