Locations

In location management page, you can manage(add/update/delete) location, its core attributes, associations and dependencies.

In this page, you can add new location or select any existing location and manage its details. These Details includes –

• Core Attributes
• Location Hierarchy
• Location Address
• Organization Units

The page is organized into three sections or panels.

First Panel/Section is navigation panel where you can add new location or select any existing location to manage its data.

In this panel, you can add new location by selecting ‘Add a New Location’ option. By clicking on it, it will open a popup window asking for basic location details. By setting these details you can add new location.

To select any existing location, you have two options available in this panel. Those options are displayed in two separate sub-sections within this panel and those sub-sections are –

• Locations (Collection View)
  • In this sub-section, Locations are displayed as collection view. You can load location based navigation method (by Organization Units, By Location Type) of Collection View.
  • You can select any location from tree-view and manage its data.
• Locations (List View)
  • In this sub-section, we simply load all locations and you can select any location from the list.
  • You can search any specific location in “Search Locations” textbox.

The second panel includes choices on the types of information about the Location. Select one or more of these choices to see the information in the third panel.

You must select Location before any of the information about the Location can be displayed.

If you want to see the similar information about another Location, select another Location from the navigation panel.

You can select a single item at a time to see and manage selected information in third panel. This list is configured by system. You may not able to see one or more if you don’t have access to see them.

Third panel displays all selected information (from second panel) regarding Location.

If you want to see the same type of information about another Location, select Location from the navigation panel while keeping the same information choices selected in the second panel. Each information item/Activity is explained below.

Purpose: Displays form to manage various core attributes of selected Location.
Detail:

• You can update core details like Name, Display Name, Location Type and others.
• If you want to reset updated information, you can do this by Cancel button.

Purpose: Displays grid to manage Location Hierarchy of selected Location.
Detail:

• You can add/update/delete hierarchy of selected location.
• One or more location is dependent on selected location.
• Selected location may contain multiple child location or selected location may be a child location of another locations.
• Click on “New” link available on grid header, open a pop up and in that pop up, we are displaying another grid which have searching and soring functionality. Grid Data in pop up contains the data for unassigned locations with selected location, you can select multiple locations from grid. Once you associate/assign location with selected location then it will not display in grid.
• Using the column chooser icon provided in grid header, you can drag/drop fields/columns from grid. You can see more grid columns by using grid’s column chooser functionality.

(Explained few fields below)

Purpose: Displays form to manage addresses of selected Location.
Detail:

• You can add/update/delete addresses of selected Location.
• One Location may contain multiple addresses.
• Using the column chooser icon provided in grid header, you can drag/drop fields/columns from grid. You can see more grid columns by using grid’s column chooser functionality.
• Using the filter icon provided in grid header, you can search and sort grid data.

(Explained few fields below)

Purpose: Displays grid to manage organization units of selected Location.
Detail:

• You can add/update/delete organization unit association with selected location.
• Selected location may associate with multiple organization unit.
• You cannot associate same organization unit more than once with selected location.
• Click on “New” link available on grid header, open a pop up and in that pop up, we are displaying another grid which have searching and soring functionality. Grid Data in pop up contains the data for unassigned organization units with selected location, you can select multiple organization units from grid. Once you associate/assign organization unit with selected location then it will not display in grid.
• Using the column chooser icon provided in grid header, you can drag/drop fields/columns from grid. You can see more grid columns by using grid’s column chooser functionality.

(Explained few fields below)

Q1: Why some of location displayed in list view but not in collection view?

A: We display only those location in collection view which have Organization Units/Location Type assigned. We don’t list those locations which don’t have Organization Units/Location Type. That’s why newly added location will not be displayed in collection view.