When adding Locations, add root or parent locations first then add sub-locations in order of increasing specificity. For example, campus > building > control area > rooms. The required fields for each location are Location Tag and Short Description.

Add Parent Location

1. Log in with a user name and password that has been granted access to Modify System Locations.
2. Choose the appropriate Module.
3. Click Locations from the menu on the left side of the home screen.
4. Click Manage Locations.
5. Click All Locations.
6. Click New in the Details tab of the Location Information box.
7. Enter Location Tag if not auto-generate is disabled for locations. (link to Tag/ID Mask Setup)
8. Enter a Short Description.  All other information is optional.
9. Click Save. 
10. The new location will populate in the location tree and the message Location Added will appear beneath the location information box.

Add Sub-Location

1. Log in with a user name and password that has been granted access to Modify System Locations.
2. Choose the appropriate module.
3. Click Locations from the menu on the left side of the home screen.
4. Click Manage Locations.
5. Click to highlight the Parent Location.
6. Click New in the Details tab of the location information box.
7. Confirm sub-location creation in the pop-up window.
8. Enter Location Tag if not auto-generate is disabled for locations. (link to Tag/ID Mask Setup)
9. Enter a Short Description.  All other information is optional.
10. Click Save.
11. The new location will populate in the location tree and the message Location Added will appear beneath the location information box.

Optional Location Information

Optional location information may be added during location creation or later by editing an existing location.

1. Inventory may be searched by Location Type. Manage Location Types
2. Full Description is a text based field that allows for a more detailed description of the space.
3. Current User and Department are interdependent values.  If a User is a member of a Group or Department, the Department values are filtered based on the established relationship.  Users are filtered based on their relationship to a Group or Department if the Department is designated first. Manage Users
4. Addresses may be chosen from the drop-down or added as required. Manage Addresses
5. A location may have a dedicated Use. Manage Use Types
6. Control Areas may be defined to assist with IBC/IBF reporting and tracking MAQ.  Sub-locations inherit the parent location’s Control Area. Inventory may be searched by Control Area. Manage Control Areas