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Index

Location

 
Location describes the specific place of activity. Location references Location Type and is used by Physical Asset. It should be populated in step 2 of the data workflow.
 
Location
 
1
1.
Location Type is the primary means of categorizing locations, i.e., describing the function of a business location. This field pulls from the Location Type node.
2
2.
Parent Location can be used to create a hierarchy of locations. In this example, the CEO Office is a part of the Main Building. NOTE: You may need to click Refresh Data or Update References in the Ribbon Bar before the reference list is fully populated.
3
3.
Notes is a text field where additional information (e.g., address, elevation) can be entered.
4
4.
Location Name can be a building (e.g., Warehouse, Main Building) or a specific office (e.g., Accounting Office, HR Office).
5
5.
The user can provide a Description of the location. This field is not required.
6
6.
Valid From can describe the start date of a location, as applicable. For example, if an organization was purchasing a new restaurant and had a specific opening date, the user could enter that date here.
7
7.
Valid Until can describe the end date of a location, as applicable.
8
8.
The URL_URI text field is customizable by the user. It can be used for help with sorting, additional notes or an additional report search field.
9
9.
The Record Type field is automatically populated by the software and cannot be edited.
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