The Building/Location List page shows all the client sites (active and inactive) that can be assigned to users, billing items, and inventory records with a grid or map view. 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
Click New to open a new window to add a building/location.
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
Click the pencil icon in Edit column to open a new window to edit the building/location.
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
Click the red x icon in Delete column to open a new window to delete the building/location.
Perform the following steps:
Review the information to confirm.
Click Delete to apply changes or click Cancel to abort the operation.
