Locations

Modified on Tue, 9 Sep at 2:34 PM

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)

Facilities > Locations (day-to-day use)

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)