Specifying locations makes it easier to perform and track work orders, as well as to report and classify all the maintenance data you collect. If you are doing facility maintenance, locations can be a way to manage maintenance of specific rooms or buildings.
You can restrict a user's ability to view or modify locations.
Instructions
•Complete the form (see below) and click Save. Click Quit to return to the previous page. Click Clone to make a new record based on this one.
Listing
•Name: Identifies a location, either an actual name (e.g. “Room 101”) or an internal code (e.g. “AZ-DG5438”).
Tip: If you have a large number of locations, it may make sense to switch to using unique location code/identifier. Put the location code in the “Name” field, and a detailed location name and description in the “Description” field.
•Description: Longer one-line description.
•Part Of: Use this if the location is part of another location, e.g. a room or outbuilding.
•WO Tag: For any special lockout data/ shutdown information for the location on work orders.
•Comments tab: Any additional information about the location, e.g. maps, pictures, or notes. You may enter several pages of comments.
•Equipment tab, Parts tab, People tab, Tasks tab, Work Orders tab: Clickable lists of equipment, parts, people, tasks and work orders associated with this location. Use Change to edit the lists. Adding or removing tasks will not change associated work orders that already exist.
•Custom Fields tab: Additional information you need on each location. In the Home page, under Administration, in the Custom Fields section click on the Location link to add fields, e.g. square footage, customer contacts, etc.