Managing locations

Overview#

The Overview section provides complete details of the location.

The first row displays the type and status.

The second row highlights the location's name.

The third row displays the address.

Current assignments#

The current assignments section lets you toggle between the assets, subscriptions and people assigned to this location.

Along with the name, this section includes a badge indicating how long it has been since the assignment was made.

Spaces#

If you add spaces to the location from the actions button, the Spaces section appears below the current assignments. Spaces are sub-locations inside a location. They can be anything from a room, to a floor, to anything else you need. Spaces can be assigned to other records, allowing more granularity on where an asset is.

Timeline#

The timeline documents everything that has been associated with this location: every asset, subscription and person, and the location events logged on it, such as inspections and maintenance. Every activity is recorded in one place, and each timeline entry can be edited with a single click.

The timeline filters only hide assignment entries. Location events always stay on the timeline.

Comments and attachments are supported on all timeline entries. Click any item to edit it, and you can add comments or upload attachments. Timeline items with comments show a comment bubble icon, and items with attachments show a paperclip icon on the activity line.

Actions button#

The actions button in the top right corner is how you manage the location. This is purposely the only button on the page: any action you need to perform on the location is done from the actions button.

The To-do button records a to-do on that location. If something needs to be completed in the future by you or someone else, this is where you create it. For example, your organization is leasing an office and you need a reminder to contact the leasing company before the lease expires.

The Event button logs a location event such as an Inspection or Maintenance visit. Pick the event, fill in its fields and save. Events you create can also change the location's status when logged, such as a Closed event that sets it inactive.

The Quick Note button is simple and straightforward. It creates a timeline entry that is a simple note. Use it for recording informational, one-off events on the location.

Under the assignments dropdown you can update the current assignments of assets, subscriptions and people.

Under the lifecycle dropdown, Edit Location Details is where you update the base details of the location, such as name and address.

The Add Space button creates a sub-location for this location. See the Spaces section above for more details.

At the bottom of the menu, Set Active / Inactive changes the status of the location. It does not change any assignments. Delete Location sits beside it.