Managing Locations
Use the Locations page to manage the list of locations that are available to select in Companies, Contacts, CSI records, Incidents or any record that includes an "Address" detail field. Permissions required to access this page: Access Admin Tab and Manage Locations.
To open the page, choose Admin > Configure > Manage > Locations.
If your implementation has more than one entity, the same set of locations will be available in all of them.
Tip: Users can also create and edit locations while editing a Company, Contact or CSI record.
Using Locations in Companies and Other Records
In XFRACAS, a company may be associated with multiple locations. When the company is used in a CSI or Contact record, users can select one of the associated locations for that particular instance. For example, if ACME Company has sites in Chicago, Dallas and Detroit, the company record shows all three locations. When ACME Company is the unit owner for a CSI, users can select one of those sites as the location for that particular unit.
- In Company records, the "Location" field shows all of the locations that are associated with that company.
- In Contact records, the "Locations" field allows users to select one of the locations associated with the company that is selected in the "Company" field.
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- In serialized and part Incidents, the "Unit Location" field allows users to select any of the locations defined in the database. If a location is associated with a company, the company name will also appear in the list (e.g., "Company - Location").
- Locations are also used in any record that has a Detail field with type = Address.
Creating, Editing and Deleting a Location
To create a new location, make sure the Location drop-down list is blank, enter information into the required fields and choose Admin > Locations > Create.
If you need to clear an existing location before creating a new one, choose Admin > Locations > New.
To edit an existing location, choose the name from the list, make the desired changes and then choose Admin > Locations > Save.
To delete a location that is not associated with any records, choose the name from the list and then choose Admin > Locations > Delete.
You cannot delete a location that is being used other records.
Location Properties
- Description - required; must be unique across all location records in the database.
- Address, Address 2 and Zip - optional; values are entered/edited separately for each location record. For example, if you edit the zip code in one location, any other locations with the same zip code value will not be affected.
- City, State and Country - optional; the same lists will be used for all locations in the database. For example, if you edit the name of a city in one location, the change will apply in all locations where that city is used.
If you have configured additional detail fields to meet your organization's specific needs, they will be grouped together in a separate Location Details area at the bottom of the page.