How Do I Add a Location?
Adding Locations to the system is important as it shows where certain entities are situated, for example: stores, subcontractors, employees and jobs.
- On the left side menu, click ‘Locations’.
- Click ‘+ New Location’.
- Input the Location ID, name and description.
- Select Subcontractors from the dropdown options (you can select multiple) - the subcontractor must be assigned to one or more locations to be able to use the system, as subcontractors need this information to set up employees or accept jobs, for example.
- Choose the Security from the dropdown options.
- Choose the Country and County from the dropdown options.
- Select Sectors from the dropdown options (you can select multiple).
- You can pinpoint the location on the map by clicking the location.
- Click ‘Save & Submit’.
- Note that when a new location is created, an automated notification will be sent to the contractor.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work.
This is required before you can add a Location:
- Set up Subcontractors
- Set up Access
- Set up Countries
- Set up Counties
- Set up Sectors