Setting up Locations in Facility Tracker

Setting up Locations in Facility Tracker

LOCATION is used to separate work orders across physical locations. At least ONE LOCATION IS REQUIRED to create a work order.

NOTE:

  • If you have a large number of locations, you can separate them out under a "Parent" Location by "Dragging" any Location to another. When you do this, the Location will become a "Child" of the Parent (Parent/Child Hierarchy).
  • If you would like to customize the name of your "Parent" locations, please do so by using the "Parent Location Label".


To Add/Edit new locations, click the Locations menu option:



NOTE: As an Admin, make sure the permission (Can Add/Edit Locations) is checked or you will not see Locations on the menu.

Clicking on locations allows you to see all your Locations across your organization.




NOTE: The Loc-Code will be used to show the locations on the Calendar and Dashboard.


Assigning/Editing Locations for Users

  1. Go to SETTINGS>BASIC>USERS, and click the EDIT USER button. Now at the bottom of each user’s info you will see a LOCATION section.
  2. Assign the location(s) permissions for the user.
  3. If an admin should be allow to create locations, please check the “Can Add/Edit Locations”


Assigning Locations to SPACES:

Now that you have locations assigned, you will need to assign all your Spaces to their respective location(s).



Once assigned you will see the new LOC CODE prefix the actual name of the Space on the tree view.



NOTE: When adding EQUIPMENT, you can also associate a LOCATION to it.


    • Related Articles

    • Setting up Departments

      Departments are used to group individuals that can perform specific work against a number of service categories (ex: Property Mgmt., Building Services, etc.), based on their permissions given and location(s) assigned.  By adding departments, you can ...
    • Setting up Equipment (All Admins)

      All Admins within Work Order Management have complete access and can manage equipment. However, if an Admin gives a Sub-Admin permission rights to manage equipment, they will also see the Settings>Basic>Equipment only tab on their dashboard (see ...
    • Setting up Spaces

      Overview of Creating Spaces in Facility Tracker: NOTE: If you signed up for the Event Scheduler, prior to signing up for Work Order Management, your spaces will be pre-populated for you. NOTE: Once you add the new space, it will also be displayed on ...
    • Locations

      A Location is used to separate Events across physical locations. At least ONE location is required to enter Events IF locations are not disabled. If you want to disable locations, check the following box and SAVE.  To Add/Edit new locations for your ...
    • Setting up Email for Work Order Request

      Admins can now setup inbound emails addresses to process work orders! This has been a highly requested feature to make submitting work orders easier for your users. Once setup, users can simply email their requests including attachments and they will ...