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      Creating, Editing & Deleting a Location
      • 06 Mar 2023
      • 6 Minutes to read
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      Creating, Editing & Deleting a Location

      • Updated on 06 Mar 2023
      • 6 Minutes to read
      • Print
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      Article Summary

      Who can use this feature?
        🌐 ✔️ MES (v6.3.5, v6.5.X) ✔️ LES (v6.5.X)
        💻 Web app
        👤 Content Creator, Supervisory, and System Admin users


      For more information on locations and their hierarchies in the system, refer to the Locations Overview article.

      This article covers the following topics:

      Creating a location

      Site

      VERSION NOTE:
      This article reflects Tempo v6.5.X. If you are using an earlier version, skip step 1, then hover over the left navigation panel and click Locations.

      1. From the left navigation panel, click settings Platform > Locations. The Locations list displays.
      2. Click Create new location > Create New Site.
      3. Enter the information in the required fields:
        • Site ID: The unique ID for the site.
        • Name: The name of the site.
        • Description: The description of the site.
        • Street Address: The street address of the site.
        • City: The city the site is located in.
        • State: The state the site is located in.
        • Country: The country the site is located in.
        • Zip: The zip code of the site's location.
      4. Click Add. A printable QR code displays below the site details.

      Building

      VERSION NOTE:
      This article reflects Tempo v6.5.X. If you are using an earlier version, skip step 1, then hover over the left navigation panel and click Locations.

      1. From the left navigation panel, click settings Platform > Locations. The Locations list displays.
      2. Click Create new location > Create New Building.
      TIP:

      Users can also create a new building by locating the site they want to attach a building to, then clicking Add building from the Actions column.

      1. Select or enter the information in the required fields:
        • Site: The site that this building is located in. This field populates automatically with site information if you added a building from the Actions column.
        • Building ID: The unique ID for the building.
        • Name: The name of the building.
        • Description: The description of the building.
        • Street Address: The street address of the building.
        • City: The city the building is located in.
        • State: The state the building is located in.
        • Country: The country the building is located in.
        • Zip: The zip code of the building's location.
      2. Click Add. A printable QR code displays below the building details.

      Area

      VERSION NOTE:
      This article reflects Tempo v6.5.X. If you are using an earlier version, skip step 1, then hover over the left navigation panel and click Locations.

      1. From the left navigation panel, click settings Platform > Locations. The Locations list displays.
      2. Click Create new location > Create New Area.
      TIP:

      Users can also create a new area by locating the building they want to attach a area to, then clicking Add area from the Actions column.

      1. Select or enter the information in the required fields:
        • Site: The site that this area is located in. This field populates automatically with site information if you added an area from the Actions column.
        • Building: The building that this area is located in. This field populates automatically with building information if you added an area from the Actions column.
        • Area ID: The unique ID for the area.
        • Name: The name of the area.
        • Description: The description of the area.
      2. (OPTIONAL) Enter the information in the additional fields.
        1. Floor: The floor the area is located on.
        2. Room: The room the area is located in.
      3. Click Add. A printable QR code displays below the area details.

      Unit

      VERSION NOTE:
      This article reflects Tempo v6.5.X. If you are using an earlier version, skip step 1, then hover over the left navigation panel and click Locations.

      1. From the left navigation panel, click settings Platform > Locations. The Locations list displays.
      2. Click Create new location > Create New Unit.
      TIP:

      Users can also create a new unit by locating the area they want to attach a unit to, then clicking Add unit from the Actions column.

      1. Select or enter the information in the required fields:
        • Site: The site that this unit is located in. This field populates automatically with site information if you added an area from the Actions column.
        • Building: The building that this unit is located in.This field populates automatically with building information if you added an area from the Actions column.
        • Area: The area that this unit is located in. This field populates automatically with area information if you added an area from the Actions column.
        • Unit ID: The unique ID for the unit.
        • Name: The name of the unit.
        • Description: The description of the unit.
      2. (OPTIONAL) Select or enter the information in the additional fields.
        • Status: The statuses this unit is associated with. More than one status can be selected.
          NOTE:

          If the necessary status has not yet been created, a user may return to the unit later to add a status. For additional information about statuses, refer to the Statuses Overview article.)

        • Business Unit: The business unit for the unit.
      3. Click Add. A printable QR code displays below the unit details. Additional tabs also display including Material Compatibility, Equipment Compatibility, Usage Log, and Statuses.
      4. (OPTIONAL) Click the additional tabs to continue configuring the unit.
        • Material Compatibility: Click Add to select a compatible material class/subclass for this unit in the system.
        • Equipment Compatibility: Click Add to select a compatible equipment class/subclass for this unit in the system.
        • Statuses: If a Status was previously selected for this unit, a Stage dropdown displays next to each Status. Select a Stage to associate this unit with in the system. For more information on Stages, refer to the Statuses Overview article.
          • After a Stage is selected, enter your system Email, Password (or PIN), and a Comment, then click Submit.

      Editing a location

      VERSION NOTE:
      This article reflects Tempo v6.5.X. If you are using an earlier version, skip step 1, then hover over the left navigation panel and click Locations.

      1. From the left navigation panel, click settings Platform > Locations. The Locations list displays.
      2. Locate and select the location you would like to modify.
      NOTE:

      If a site, building, or area has more than one location attached to it, a user cannot edit its details by selecting the location from the Name column. To access the location, click on the location's details from the additional columns on the list.

      1. Complete the desired changes to the applicable fields.
      VERSION NOTE:
      In Tempo v6.5 and subsequent versions, the following fields become read-only and cannot be changed once a location (e.g., site, building, area, or unit) has been created in the system:
      • Site ID
      • Building ID
      • Area ID
      • Unit ID


      1. Click Save. The location details update in the system.

      Deleting a location

      VERSION NOTE:
      This article reflects Tempo v6.5.X. If you are using an earlier version, skip step 1, then hover over the left navigation panel and click Locations.

      1. From the left navigation panel, click settings Platform > Locations. The Locations list displays.
      2. Locate and select the location you would like to delete from the system.
      NOTE:

      If a site, building, or area has more than one location attached to it, a user cannot edit its details by selecting the location from the Name column. To access the location, click on the location's details from the additional columns on the list.

      1. Click delete Delete.
      2. Enter your system Email, Password (or PIN), and a Comment, then click Delete. The location details are removed from the system.
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