Adding Locations

Created by Tim Verdon, Modified on Mon, 19 Jun, 2023 at 12:02 PM by Tim Verdon

Locations are managed via the Locations tab


Add Single Location


To add a single Location, click Add New Location (top right of page)

Enter General Details, including address


Add Site Specific Conditions

Site Specific Conditions are known risks or factors that Suppliers / visitors need to be made aware of. Examples include

  • Evacuation Plan
  • Hazardous materials 
  • Induction requirements


Add Location Documents. Examples include

  • As built plans
  • Finished Schedule
  • Lease


Click Create Location to save 



Bulk Upload Locations


Bulk Upload is available via CSV. From the Locations list view, click Import Locations

 

Click Download CSV Template



CSV template will download to your computer, add all Location details and save to your device


From the Import CSV popup click Upload CSV and select the saved CSV. Click Import.


Once Locations have been created, user accounts can be set up.

 





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