How to add a Location

How to add a Location

Locations allow you to allocate administrators, audits, tasks, actions and items (assets) to the appropriate site or area. Locations are useful when searching for audits, tasks, actions and items (assets) via the search filters, and extracting reports. Locations are set to three levels, with each level slightly indented.

To set up a new location, please follow the instructions outlined below.

Adding a location

  1. Select the “Settings” tab to navigate to the Settings section.

  2. In the “Locations & Admin” page, click in the “Select Location” field to display the dropdown options.

  3. Click “ADD / EDIT”.

  4. There are three levels for locations, each slightly indented. Click the black "Arrow icon(s)" to expand the location structure to the level and location required:

    • “+Add State”

      • “+Add Area”

        • “+Add Site”

  5. Select one of the options in blue, either “+Add State”, “+Add Area”, or “+Add Site”.

  6. Type the name of the new location and click the “+” symbol to save.

  7. Select “Cancel” or “X” to exit the window.

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