The Building/Location List page shows all the client sites (active and inactive) that can be assigned to users, billing items, and inventory records. This information is also available in reporting for the client.
The initial building/location list is typically provided as a spreadsheet by the client during implementation.
Once the information is in the system, the building/location list can be filtered using the exported to a spreadsheet.
Updates can be delivered through email or SFTP, which can automatically be processed or manually added by clicking New.
Filter Building/Location List
To filter a building/location list, perform the following steps:
Enter the criteria in the appropriate fields.
Click Filter to display building/location list.
The building/location list can be exported to a spreadsheet by clicking the XLS icon.
Add Building/Location
To add a building/location, click New.
Perform the following steps:
Enter the information in the appropriate fields.
Click Accept to apply changes or click Cancel to abort the operation.
Edit Building/Location
To edit a building/location, click the pencil icon in Edit column.
Perform the following steps:
Edit the information in the appropriate fields.
Click Accept to apply changes or click Cancel to abort the operation.
Delete Building/Location
To delete a building/location, click the red x in Delete column.
A confirmation message appears.
Click Delete to apply changes or click Cancel to abort the operation.
