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Adding Locations

Asset Essentials provides you with a hierarchy of fields, including Regions, Sites, and Locations, to define your organizational structure. You may or may not use all fields in your account. Your organizational structure identifies where work is performed, as well as where Assets and Parts are housed.

 

Locations

Locations are places within Sites. If a Site is a "home" then a typical location in that home might be "kitchen" or "bedroom." For our Sites, Locations may be rooms within a building, or Locations could be buildings on a campus. How you define a Site will help determine how you define a Location. Locations can have many identifying characteristics. In addition to room name, number and a cost center, a Location is part of a Site. It may also be located on a floor, have a description, and could have a latitude and longitude associated with it (particularly if it is located outdoors). Assets and Parts are housed within a Location.

Watch the Video Tutorial:

How to Add a Location

  • Click on the Assets menu icon, then click Locations.
  • Select the Site where you will be adding the Location from the Site drop down menu.
  • Click the New button.

General

  • Enter the Name of the Location.
  • If the Location is found under another already defined Location, you can use the Path field to place the Location in the correct spot in your hierarchy of Locations. For example, If you are adding a Location called "Boiler Room," at the "Building A" Location, the Path would be "Building A \ Boiler Room." To enter a Path, click the Select Locations icon () and choose where your Location resides by clicking the plus sign icon ().
  • The rest of the fields in the General section are optional, however it is recommended to provide as much detail as possible.

Addresses

  • In the Addresses section, you can give the Location an address, if appropriate. This is useful if you use the Map View feature of Asset Essentials.

Assigned To

  • Use this section to indicate who is responsible for the Location. Use the Select User or Select Me icons at the top to either select yourself or another user whose information is already populated in Asset Essentials.

Documents

  • Use this section to attach documents related to your Location. Click on the Select Document icon to either select a document from the Documents Library, or add a document from your computer.
  • Click Save at the top of the screen.

 

 

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