Purpose
On the Location Page, use Edit Location to update the details of a location seamlessly.
What can you do with it?
The Edit Location feature lets you modify the characteristics of your locations effectively. This includes changing the name, description, type, hierarchy, and status of a location to ensure your data is current and organized.
How is it done?
Follow these simple steps to edit a location:
Access the Location Page
Navigate to the Location Page where you will find the list of all your current locations.
Choose a Location to Edit
Identify the location you need to update and select it to view its details.
Edit Location Details
Name: Use the text field to update the location's name.
Description: Modify the description in the text area to reflect any changes.
Set Location Type and Hierarchy
Location Type(s): Select from the data-select options to assign or change the location type.
Is Sublocation: Enable this checkbox if the location is a sublocation. Enabling this will display the Parent Location option.
Parent Location: Choose a parent location from the data-select options if applicable.
Archiving
Archived: Check this box to archive a location if it is no longer active.
Update Reason
Provide the reason for the update in the text area. This will be logged in the Facility Updates Report for future reference.
Save Changes
Confirm your changes by saving them, updating all necessary details in the system.
Important Considerations
Ensure that the Is Sublocation checkbox is used appropriately to link sublocations to the correct parent location.
Double-check that update reasons are clear and concise to maintain accurate records in the Facility Updates Report.
Best Practices
Frequently review your location details to maintain data integrity.
Use meaningful descriptions and names to make location management intuitive.
Regularly archive outdated locations to streamline your data and improve performance.