Who is this article for?

Users who are responsible for Location entries.

Equipment Administrator(EQADM) permissions are required.

Each asset or piece of equipment logged in Equipment Manager is associated with the relevant storage location. Within the location details we can specify any key details and any additional information that may be required via the metadata associated with the Location Type. This article will show you how to work with this area of the module.

1. Accessing Locations
2. Creating Locations
3. Amending Locations
4. Associating Equipment Items
5. Associating Organisational Areas

1. Accessing Locations

To access Location records:

1. Navigate to Equipment Manager.
2. Select Locations.

You should see a a list of existing Location records.

If you cannot see the search fields, select the Expand icon. You can also use the Code and Title fields to refine the results.

Additionally, each column header can be selected to arrange the results in ascending or descending order.

2. Creating Locations

To create a new Location record:

1. Click the Add New icon on the Locations list.
   This should reveal the Location details screen.

2. Complete the mandatory details:
   • Title - Name of the location.
   • Code - Reference code for the location.
   • Location Type - Category of the location.
   • Status - Current status of the Location.
3. Click the Link icon if the Location is a ‘child’ of a ‘parent’ location.
   This will reveal an overlay window.

4. Select the Parent location to confirm the link.
5. If the Owner is different from yourself, select the relevant Owner(s) via the dropdown box.
   The radio buttons below allow you to choose between a single user or a group.
6. Click Save to confirm the creation.

If the Location Type requires an address, the relevant fields will appear.

Additionally, if there are additional Metadata Types associated with the Location Type, those fields will also appear, ready for completion.

3. Amending Locations

To amend an existing Location record:

1. Select the relevant location from the Location list.
   This will reveal the Location details screen.

2. Amend any details as required.
3. Click Save to confirm the changes.

Looking for a changelog?
You can view the full history of changes made by selecting the Audit Trail icon in the header bar.

4. Associating Equipment Items

Assets associated with the Location will appear in the list.

Select an item from the list to reveal key details about the Asset.

5. Associating Organisational Areas

To associate the Location Record with a relevant Organisational Area:

1. Open the Location details screen.
2. Switch to the "Organisational Areas" tab.

3. Use the Link Organisational Area icon to the right of the record row or the Unlink Organisational Area icon to the left of the record row to associate and disassociate areas as required.