On the Location administration page you can easily add a single location assignment to an existing location group or create a new one and add or create level managers. We’ll start by getting to the location administration page.
From the main admin page, select the client survey to which you want to add a location, and click "Add/Edit Locations".
On the Loc Admin page, you can add a location, by either using the add location link or selecting add location from the dropdown.
The location ID and Location Name are unique identifiers that the client has designated. the Location ID can be up to 10 characters. The required fields are the following:
- Location ID
- Location Name
- Address 1
- Postal Code
Area code, Location hours, and Days open are all optional. After you are done filling out the information, click add new at the bottom of the page. You will see a notification at the top of the page saying that you have successfully added a location in addition to giving you the option to add another location.
Now that we have successfully created a location, the next section of the form allows you to add groups. if you have already added a group, you can select it from the dropdown on the left. If there is no group created yet, click the add group button.
This is the group administration window. The group ID will automatically be generated. You can enter a group name and then click Add New.
When the client was originally added, location levels (up to 5) are specified to match their internal hierarchy levels. By default the first 3 levels are:
- Level 1- Location
- Level 2- District
- Level 3- Region
You can now assign a manager to each location level by selecting the level manager and level name. If there are no options in the pulldown menu, click on the corresponding link to add either a manager or create a level.
After you're done selecting your group, click Save Changes.
If you would like to test your knowledge on the Add Locations page, Click here!