How to Add a Location

Need to add a location to your system's location structure?

Here's how!
Note: Only Account Administrators can add locations.
  1. When signed in to the system, click on the Setup tab in the left-hand menu bar. Once the menu is open, click on Location Structure.
  2. Scroll down to the bottom of the screen and click on the Add Location button on the bottom left-hand corner. 
  3. A pop-up window menu will appear where you can enter the new location details. Add your details starting from the top of the menu working your way down to the bottom.
  4. Select the Level of the location you would like to add. The menu fields will down select based upon the Level selected. 

    In this example, we will add a new Room.
  5. Select where this new location belongs: Campus, Building, Floor and Area that is associated with the new Room from the drop-down menus.

    Note: If you are adding a location higher than the Room level, you will only be prompted to select the location's "parents" needed, i.e. if adding a Floor, you will only be prompted to select a Building and Campus.

    6. Type in the name of the new location.
    7. Select the Location Model applicable to the Room added from the drop-down menu.

    Note: This is for Rooms only.

    8. Select the Department associated with the new Room from the drop-down menu.
    9. Ensure the Active box in the bottom left-hand corner is checked and click the green Save button in the bottom right-hand corner.

    Note: The Tags field in the menu is not required/not in use.

    10. In order for your new location addition to appear in an inspection,  you must link the new location to the applicable assignmentsClick here for instructions on how to edit an assignment.

    Summary

    Add a location to your system by clicking the Add Location button in your systems Location Structure page and fill out the details in the menu.