We’ve updated the Site Assessor with a cleaner layout and brought it into your Pipeline - replacing the legacy Site card so you get the exact same data, features, and layout wherever you open a site.
Switching back to the Site card with the preview toggle
The updated Site Assessor is now on by default in your Pipeline.
If you prefer to use the legacy Site card while we continue rolling out enhancements, you can flip the optional toggle at the top of your Pipeline to switch back at any time. This only changes what opens in the Pipeline. On the Map, sites continue to open in the Site Assessor.
Reverting to the legacy view will not affect any of your saved pipeline data.
Key updates in this release
Site management, now right beside Assess: Everything that used to sit under the Management tab — Files, Notes, Reports, Letters, Funding and Activity — is now visible as its own icon right beside Assess, each one click away. Save a site and they all become available.
Simplified view: Show or hide the bar that contains labels and assignees for a simpler view.
See your site data on the map, without leaving the Pipeline: Open the map right inside your Pipeline. When you select data in the Site Assessor, it's shown on the map, so you can explore a site spatially without switching views. You can also zoom in, or download a map image or site boundary.
Edit a site's name or boundary: Select the ⋮ menu at the top of the Site Assessor, then Edit site. Choose Edit site name to rename the site, or Edit site boundary to adjust it on the map: drag the boundary's points into place, then select Save.
One-Click Map and Pipeline Switching: Jump straight from evaluating a site in your Pipeline to viewing it on the Map—and back again—without losing your place or repeating searches.
We’d love your feedback!
While we continue to improve the Site Assessor, your feedback directly shapes what comes next. Try it out in your Pipeline and share your thoughts with your customer success manager.