By following these steps, you can ensure your locations are accurately set up and efficiently managed within your system.
Navigate to the Assets List: Open the sidebar menu and select the "Assets" list to manage your asset locations.
Access Locations: Click on "Locations" to view existing locations and options for adding new ones.
Create a New Location: Click the "New" button to start entering details for a new location.
Enter Basic Information: Input the name and description for your new location.
Specify Parent Asset (if applicable): If the location has a parent asset, add it by typing in the search field or clicking the icon. A new window will open where you can select the parent asset from the locations list.
Add a Warehouse (Optional): Connect a warehouse to your location if needed.
Register as a Site (if applicable): If the location is to be registered as a site, check the corresponding box.
Input Location Details: Go to the "Location" tab and fill in the specific details of the location.
Set Permissions: Under the "Permissions" tab, assign roles such as Approver, Contractor, Supervisor, and Accountant. This ensures that when a work order or similar action is created and linked to this location, the permissions are automatically updated. You can also assign permissions to organizations, allowing any member of the organization to claim the action.
Add Custom Permissions: Click "New" to select a user or organization and specify the type of permission they should have.
Attach Documents: In the "Documents" tab, a new list will appear where you can add necessary attachments.
Connect Meters: If there is a meter associated with your location, add it by following these simple steps.
Add OHS Information: Include Occupational Health and Safety (OHS) details by following the provided link.
Save the Location: After entering all necessary information, click "Save" to create and add the new location to your list.
