Watch the video or read the guide below.
Video
Guide - Add
From the Locations module, click on the +Location button in the top right corner to open the New Location form.
Add all the *required fields plus any option fields of information.
Admin Users can customize which fields of information are on the form and which are made mandatory from the Admin Settings module. |
Upload Images - Add files/docs/images related to the location
*Location Name - a way of breaking down your entity into smaller areas and typically, where an asset is placed
Address - specific location for outside contractors or mailing address
Description - unique location details up to 1,000 characters
Teams in Charge - team responsible for location
QR Code - barcode of data about location read by machine or mobile
Parent Location - Larger location associated
3. Click Save in the top right. The location goes in alphabetical order in the list view.
Guide - Edit
Just like any other module, the list view has multiple features to help you find and customize specifics such as Filters, Search, and Settings. |
Click on the location name from any row to open the Location Detail card.
Click the Edit button to modify location details.
3. Hit the Save button to keep the changes. Click Discard Changes to dismiss and close the form.
Notice the +Work Order button when you open a Location Detail card. This allows you to view location information and quickly create a work order, if needed. |