The initial Building/Location list is built out during your company’s Implementation process. Ongoing location maintenance updates are performed through an automated process that was designed during Implementation or manually added.

Open

In this article we will review how to:

• Filter your location list

• Export your location results

• Add new locations

• Edit existing location records

• Delete location records

Filter for a location

To filter a locations that fit a specific criteria,

1. Click on the Filter icon.
   
   

   Open

   

2. Enter the location criteria that you’d like to see in the list.

3. Click Filter.
   
   

Quick search for a location

Perform a quick search through the location lists (even if a Filter is applied) to narrow your results.

1. Enter a Site ID, Type, Name, or part of the address in the search bar

2. Click the spyglass to initiate the search

Export your location list

The full list, or a filtered version of the list, can be exported to a spreadsheet by clicking the XLS icon.

Add a new location

If your company is providing an automated feed, please note that any manual changes may be overridden by the next feed received. You should make permanent location adds / updates in the source programs that provide Asignet the master file.

To manually create a record,

1. Click New, located to the top right of the module.
   
   

2. Enter the location details in the form. The fields with the red asterisk means that this data is required to be populated.

3. Once complete, click Accept at the bottom of the form.
   
   

Edit an existing location record

1. Find the location record that needs to be updated.

2. Click the pencil icon in Edit column to open the form.

3. Edit the information as needed.

4. Click Accept to apply changes, or click Cancel to exit.

Delete a location record

1. The delete option is the last column in the list, so scroll to the right.

2. Click the red x to initiate the delete process.

3. Review the location form to confirm you’ve selected the correct location.

4. Click Delete at the bottom of the form.

How are locations used in the platform?