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Adding Locations

Locations that need to be added into Planned Maintenance are Locations where you will be performing PM work. Locations that have been entered into Work Order, or any other Dude Solutions application you may be using, will carry over to Planned Maintenance and can easily be activated if you wish to use that Location in Planned Maintenance as well.

Activating Locations

• Click on the Account Setup tab.
• Click on the Locations link.
• You will then see a list of My Locations. The Locations listed here are Locations that have been setup in any other Dude Solutions application you are using.
• To activate a Location, click on the gray thumbs-down icon () next to that Location's name.
• When the page refreshes, the icon will be changed to a yellow thumbs-up () to indicate that the Location is now active in Planned Maintenance.

 

How to Add New Locations

• From the My Locations list, click on + Add New Location in the right hand corner.

 

 

• The Location Code is only used for database purposes and does not appear on any pages or reports. If you do not enter a Location Code, the system will generate one for you.
• Enter the Location Description (the name of the facility or campus).
• Enter the Number of Occupants, Square Footage, Date Built and any Notes for this location.
• If you are using Budget Codes, you can assign one to the location by selecting it here.
• Click Add/Update Record to save. *Note: If you add a new location to Planned Maintenance, don't forget to log into Work Order to activate the location in that application.