Who is this article for?

Users responsible for managing Locations that can be selected for inspections.

Inspection Administrator(INSADM) permissions are required.

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.

1. Accessing Locations
2. Creating Locations
3. Adding Teams
4. Amending Locations

1. Accessing Locations

To access the Locations log:

1. Navigate to Inspection Manager.
2. Select Housekeeping.
3. Go to Locations.

If the search fields are not displayed, click the Expand icon below the header bar to expand the filters.

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 from the Locations list.
   This should reveal a New Location screen.

2. Complete the mandatory details: Title, Code.
3. Select a Location Type from the dropdown.
4. If the Location is a Child Location, click the Parent Location field.
   This will reveal an overlay window.

5. Select a Parent Location.
   You will be taken back to the previous screen.
6. Define the Status of the location.
7. If the Owner is different from yourself, select the relevant Owner(s).
   The radio buttons below allow you to choose between a single user or a Group.
8. Tick the Active checkbox.
   This decides whether the Location will be available for selection in the rest of the module.
9. Click Save.

If you are directed back to the Locations list screen, select the newly created Location record to view the full details.

3. Adding Teams

Once saved, you will see a Team section appear. From here, you can select which Groups of users can carry out Inspections in this Location.

To add a Team to a Location:

1. Click the Search icon next to the Team area.
   A "Select Team" window will appear.
2. Search for the Group(s) you want to add.

3. Check the box next to each required Group.
4. Click the Link icon.

4. Amending Locations

To edit an existing Location:

1. Select the relevant Location.
   This will reveal the Location details screen.

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

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