Locations: Access, Create, and Modify Locations

Locations: Access, Create, and Modify Locations

A location is the place where the audit will be performed, i.e. the audit site. You may have one or more locations for your company.
Location plays an important role in organizing the way you audit or create checklists. You can store all the audits associated with a particular location under one category and make things hassle-free to manage.
Below is a complete guide on how to manage Locations in your organization.
  1. How to Access Locations
  2. Create a New Location
  3. Bulk Upload Locations
  4. Edit or Delete a Location

How to Access Locations

You may access the list of locations from the Company Setup page after creating your account, or later from the Settings menu. Both are shown below.

If you are setting up locations for the first time, click on Manage under the Add Locations section on the Company Setup page.

This will take you to the Locations page.

To access Locations at any time, click on the Settings tab on the left side of the screen.

Select the Locations card, and you will be directed to the Locations page.



Once you are on the Locations page, you can view the different locations present in a tree form—with the parent location having sub-locations.

You can create new locations one by one, or opt for bulk upload option. Both are described below.

Create a New Location

To create a new location, select the +New Location button on the top right of the Locations screen.

First, enter a Location name that will help you identify the location easily.

Next, if you want to include this location under a parent location, select the Parent Location from the drop-down list available. Note that it is not compulsory to specify a parent location, if no Parent Location is specified, then the created location will be a Parent Location itself.

Note: You need to create at least one location to enable the dropdown for Parent Location.
Now, you need to enter Location Address. There are 2 ways to provide location address: geolocation and manual, described below.

Location Address: Geolocation method

You will be able to select from predefined geolocated addresses in the Location Address field in this method. The “Geolocation” checkbox is ticked by default. The system will attempt to determine your location. You can review the detected information if needed.

A map widget will show you the geolocated address, make sure it is satisfactory.

If you don't want automated detection, or if it fails, disable the "Geolocation" checkbox and use the manual method.



Location Address: Manual method

You can also provide an address manually.

To do this, ensure that the ‘Geolocation' checkbox has NOT been ticked, and type out the desired address in the Location Address field. Note that in this case, a map widget will not be displayed.


Once you are satisfied with the location details, click on Save.

The location will be added to the list of locations!

Bulk Upload Locations

You also have the option of creating multiple locations at one go, using the Bulk Upload feature.

This option is helpful if you want to add a multiple locations together whose data is already available to you. You will need to create an Excel file (on Microsoft Excel software) with details about these locations, based on a sample format.

To use this method, click on the Bulk Upload button at the top right of the Locations screen.

A popup shows up on the screen, allowing you to upload the Excel file. Before doing so, click on the Download button (highlighted in the image below) to view the sample Excel file, which shows the format in which Location data should be structured.

Note: Ensure that your Excel file containing location details has the same format (i.e. column headings, type of content under columns) as this sample file.

Once your locations are ready in the required format, upload your Excel sheet by dragging and dropping the file here or by clicking the window and finding the file on your system. Click on the Save button.

You will receive a popup message indicating how many locations were created successfully based on the entries in the Excel sheet.

Refresh the web browser using the  icon so that the new locations can be loaded.

Voila! You will now see the list of locations from your file along with existing locations (if any) on the Locations page!

Edit or Delete a Location

To edit the details of an existing location, you can click on thepencil icon on the location card. Modify the details (such as location name, parent location, address) as needed and click on Save.

To delete a location, click on the trashcan icon, and select Delete in the confirmation dialog box. The location will get permanently deleted.


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