How to edit Locations

How to edit Locations

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 edit locations, please follow the instructions outlined below.

Edit 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.

  5. Hover your mouse over the location you wish to edit and select the “Pencil icon”.

  6. Make the amendments in the text field and click the “Save icon” to save.

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

    • Related Articles

    • How to delete locations

      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 ...

    • Edit an admin role

      All administrator users are assigned an admin role which has a set of permissions assigned and determines their access. Administrators with the relevant access have the ability to review and update the permissions assigned to each admin role. This is ...

    • How to create, edit and delete categories

      Categories allow you group types of audits, tasks and items. Categories can be useful when searching for audits, tasks, actions and items (assets) via the search filters, and extracting reports. To set up and edit categories, please follow the ...

    • How to edit an asset / item

      Information and details for assets or items can be easily updated or changed by administrators with the appropriate level of role permissions. Editing assets / items Select the “Items” heading tab to navigate to the items dashboard: Using the filter ...

    • How to edit a pre-existing audit

      You can make changes in a pre-existing master audit, as well as individual sub-audits. Editable fields in a master audit include the following: Audit Name Reference Number Description Category Location Responsible Person Automatic Close Start Date ...