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Locations

Locations are a digital map of maintainable spaces (guest rooms, common areas).

What It Is

Locations are a digital map of maintainable spaces (guest rooms, common areas).

Why It Matters

  • Locations are the foundation of the module: every Work Order or Preventative Maintenance needs a location.

  • Reports are organized by location

  • Assets must belong to a location

Two Ways to Manage

  • Entity Settings → Locations Tab (best for initial setup & bulk edits)


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  • Facilities > Locations (day-to-day use)
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For more detailed instructions on setting up locations, see article: How to Configure Locations for Facilities Management

Features

  • Guest rooms auto-created from room counts if already available

  • Common areas must be added manually

  • Detail view shows:

    • Work orders (open/completed)

    • Associated PM schedules

    • Linked assets

    • History log

Best Practices

  • Use Entity Settings for initial setup

  • Use template for bulk edits

  • Name consistently (Room 101, Pool, Fitness Center)

  • Add subtypes for reporting (King Room, Lobby, Outdoor Pool)

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