How to set up locations

Customise Site › Locations is the site’s list of floors and rooms, in the order they are worked. Visits and reports follow this order.

Add and order locations

1. Click Add location, enter the Floor and Location name and Save.

2. Drag rows by their handle into walking order, then click Save order (or Undo).

3. Click a row to edit it. The panel shows what is In this location — assets, tests and system links. View assets opens its assets.

Retire, copy or delete

• Retire a location that is no longer used — the panel says how many tests that stops. Its history is kept.
• Copy makes a new location with the same assets.
• Delete also deletes its assets and their tests. A location with results can’t be deleted — retire it instead.

Tools

Renumber locations 1, 2, 3…, Renumber assets within each location, and Split assets with a quantity over 1 (you see how many first).

Import / export assets

1. Click Import / export. Download the Blank upload template, or This site’s assets, for a risk assessment.

2. To upload, choose the Company, a Setup profile (which tests new assets get) and the Spreadsheet (.xlsx), then Check file. Nothing is saved until you confirm.

   

3. Review the rows and click Import. You see how many were Added and Skipped.