Locations

You manage locations in the Location Management module.

Note To manage locations, you must have the Tenant Admin role. For more information, see Default roles.

Add a location to the list of locations

  1. From the main menu, select Administration > Master Data > Locations.
  2. Click New.
  3. Enter the details of the location. See Location details below.

    Note  

    • When adding a vendor site, under Type, select Site.
    • When adding a stockroom, under Type, select Stockroom.
  4. Save the location.
  5. To enter other details, such as the location code and the location's address details, select the location and click Details. Update the details and save your changes.

Update a location's details

  1. From the main menu, select Administration > Master Data > Locations.
  2. Select the location you want to update.

    To filter the record list, click the Add filter  button. For more information, see Filters.

  3. Click the record identifier in the ID column to display the selected record.

  4. Update the location's general and address details. See Location details below.
  5. To view changes or updates made to the record, click the History tab. For more information, see History.
  6. Save your changes.

You can edit multiple records simultaneously by selecting them in the grid and updating them in the Preview pane on the right. For more information, see Mass update.

Location details

  • General details

    Field Description
    Type

    The type of location.

    Examples: Country; City; Building; Site; Stockroom

    Note Location types are provided out-of-the-box with Service Management. To modify this list, contact Support.

    Name The name of the location.
    Code A code for the location; this is displayed in all places where the location is consumed.
    Parent

    The parent is the location type that is one level above the location's location type.

    Locations types have the following hierarchy:

    Examples:

    • A region is the parent of a country.
    • A building is the parent of floor and a data center.
    Supervisor

    Supervisor of the location.

    Example: The supervisor of a stockroom or a building.

  • Address details

    Field Description
    Street The name of the street of the location.
    Full street address A full street address of the location.
    Post office box The full post office box address.
    City/State/Country The city, state, and country of the location.
    Postal code The postal code.
    Exact location The coordinates of the location.
  • Other details

    Field Description
    Photo An image of the location. Click Upload image to select an image.
    External

    Indicates an external location.

    Examples:

    • A device can be assigned to an external site.
    • A backup/disaster recovery site might be in an external location.
    Business hours Business hours of the locations such as sites, stockrooms, and so on.
    Active If selected, the location is active. Only active locations are visible in out-of-the-box forms. You can configure this behavior by disabling the business rule in the Rendering forms section of the particular form.

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