DESCRIPTION : This page allows admins to add, edit, or delete locations, levels, and group
The location administration page allows you to manage up to five levels of locations and managers, as well as location groups for the previously selected survey from the main administration page.
Location levels can be named to your client's specifications to match your client's internal structure. The different levels are based on and correspond to the hierarchy levels of the client. The default names for the levels of locations from smallest to largest are as follows: level 1 is location, level 2 is district and level 3 is region. There are two additional levels that can be defined.
Location Groups is a yet another classification that distinguishes locations from something other than the location levels 1 through 5. For example, a regular sized grocery store can be Group #1 and a super-sized grocery store can be Group #2. This way you can have both regular and super stores in the same location level but still generate different score results for each. The label of Group can be changed on the Client & Form Settings page.
Note that location levels as well as location groups reside within one client and use the same survey and reporting where each category gets scored.
NOTE: For the purposes of example and explanation on this help page, the default level names will be used.
At the top of the page is a section to view all the available levels, locations through areas (level 1 through level 5) and the groups. The page opens with all the information that falls under locations (level 1). To see the other levels or the groups select the options from the pull-down menu.
Locations (Level 1)
Displays a list of all locations created. Information on each location is as follows: Location ID, Name, Levels defined, Group, City, State, and Country. By default, the list is sorted alphabetically by the location name. The results can be re-sorted by any of the underlined titles present.
To view only certain locations, use the ID, Name, Level Filter, Group, State or Country fields to specify the category you want to see.
This is an ID which the client has designated to each store for identification purposes. To find a specific location by ID, enter the Location ID in the field provided and click GO.
This is a name which the client has designated to each store for identification purposes. To find a specific location by name, enter the name in the field provided and click GO.
From the drop down menu, select the level for which you want to display locations and click GO. The level filter has as many levels, named to your specifications, as you have defined previously.
From the drop down menu, select the group for which you want to display locations and click GO. Note this option exists only if you have created any groups. Otherwise the column will not be displayed.
From the drop down menu, select the state for which you want to display locations and click GO.
From the drop down menu, select the country for which you want to display locations and click GO.
Note: If no results are found to match your criteria, a message is displayed saying "No locations found. Try broadening your search criteria."
Any location that has an asterisk at the end of its location name is a deactivated location.
Add Location (Level 1)
To add a new location (level 1), click the Add Location option. A new page called Location Administration opens. Complete the form by entering or selecting the information for the location you are creating.
Enter the Location ID (required), Name (required), Address and City (required), select the State and Country (required), enter the Postal Code (required), Phone (required), Area Code, Hours of operation and Days Open.
Select Group name. If there is no Group created yet and you wish to assign this location to a Group click Add Group. A small window called Group Administration appears. Enter Group Name and click Add New.
The following is an example.
For each level of management that you have (up to 5 possible levels), select level manager and level name (not required). If any is not found as an option in the drop down list, click on the Add option to the right of it. That will open a small Manager Administration or Level Administration window respectively and allow you to enter and add information.
To add a level manager, in the Manager Administration window, enter First Name (required), Last Name (required), Manager Login (required), Password (required), Client, and Email Address and then click Add New. To add a level, in the Level Administration window, enter Level Name (required) and select Level Manager and then click Add New.
The following is an example in which all the five default levels and their names are used.
When done completing all fields for a adding a location, click Save Changes. You have three options to choose from.
- Delete Location - Deleting location is only possible if no shops are yet associated with this location.
- Deactivate Location - Deactivating location is always possible. There are different reasons as to why you would want location to be deactivated. For example, a location could be closed only temporarily for renovations and expect to be activated later. Or, it could be closed permanently but have shop information attached to it, making it not possible to delete.
- Return to list - Going back to the list of locations.
Edit Location (Level 1)
To edit an existing location, click on the Edit option at the end of the location row under the GO button. The Location Administration page already created for this location opens up and displays all the associated information. This gives you a chance to make any appropriate changes to the location.
Note: The Edit Location page is exactly the same as the Add Location page with all the information and fields you have previously completed when adding the location. You also have the same three options as before-Delete Location, Deactivate Location, and Return to List. Make your choice accordingly.
Districts (Level 2) - Areas (Level 5)
Each of the levels, 2 through 5 have the same options for manager administration. Select the corresponding level for which you want to view, add, and edit level manager information. For each level, the Name and the Manager are displayed.
For example, below is level 2 with the default name of District.
To add a new level and manager, click on the Add Level option. This brings up a new page with the corresponding Level Administration. Enter the Level Name (required) in the field provided and select the Level Manager then click Add New.
For example, the following is how to add a Level 2 called District.
Then, you have two options.
- Delete - Choose this option to delete the level. Deleting a level is only possible if no locations are already associated with this level.
- Return to List - Choose this option to go back to the list of levels and managers for the level type you are viewing.
To edit a manager, click on the corresponding Edit option. This brings up the Level Administration page already created and lets you make any changes to the Level Name and possibly Delete the existing level and manager. To rename the level, simply enter the new name in the Level Name and Level Manager fields and click Save Changes. You can then go back the level list by clicking Return to List. To delete a level that is not associated with any location, click Delete.
This is a list of all the groups created. For each group, the Group ID and the Group Name are displayed.
To add a new group, click on the Add Group option. This brings up a new page called Group Administration. The Group ID is automatically generated. It starts with 1 for the first group created and then auto increments by 1 for each group created next. Enter the Group Name (required) and click Add New. For example,
Then, you have two options.
- Delete - Choose this option to delete the group. Deleting a group is only possible if no locations are already associated with this group.
- Return to List - Choose this option to go back to the list of groups.
To edit a group, click on the corresponding Edit option. This brings up the Group Administration page which lets you make any changes to the Group Name and possibly Delete the existing group. To rename the group, simply enter the new name in the Group Name field and click Save Changes. You can then go back the group list by clicking 'Return to List'. To delete a group that is not associated with any location, click Delete.