Follow these steps to add a new location and configure the information needed to manage it effectively.
Navigate to the Assets List:
Open the sidebar menu and select the "Assets" list.
Navigate to All to view existing locations and manage new ones.
Create a New Location:
Click New and select Location to open the location creation form.
Enter the required basic information, then select Create & Open to create the location record.
Complete General Information:
Once the location record is created, review and complete the available fields under General Info, including:
Name
Code
Description
Parent Asset
Category
Warehouse
Location (Address, City, Postal Code, Country, State)
Register as a Site (if applicable):
If the location is to be registered as a site, check the corresponding box.
Other Information:
Under Other Info, enter details such as Owner or Owner - Contact.
Set Permissions:
Set permissions to assign roles and responsibilities to organizations or users, ensuring they have access to the appropriate features and assets based on their role. This process ensures users can efficiently manage tasks, work orders, and related actions. For detailed instructions, follow this link.
Attach Documents:
In the "Documents" section, add all the necessary attachments.
Connect Meters:
If there is a meter associated with your location, add it by following these simple steps.
Add OHS Information:
nclude Occupational Health and Safety (OHS) details by following the provided link.
Save the Location:
After entering all necessary information, your location is added to the list and ready to use.
