Locations

Locations are subdivisions within a site — floors, zones, rooms, bays, or any area that helps you organise where assets are physically located.

Why use locations?

Locations help you:

• Find assets quickly — know exactly where equipment is within a large site
• Organise inspections — filter checks by location to work through an area systematically
• Track compliance — see which areas have overdue checks or outstanding defects

Adding a location

1. Go to Sites and open the site you want to add a location to
2. In the Locations section, click Add Location
3. Fill in the details:

Field	Description
Name	A descriptive name (e.g. "Ground Floor", "Loading Bay 2")
Code prefix	Optional short uppercase code (up to 10 characters, letters and digits only — e.g. RC for Reception) used as the location segment in standardised asset codes. Only matters if you plan to use the Apply standard codes bulk action with Location in the structure.
Parent Location	Optionally nest this location under an existing one (see below)
Floor	The floor level (optional)
Zone	A zone or area identifier (optional)

4. Click Save

Sub-locations

Locations can be nested to create a hierarchy. For example, a site might have:

• Main Office
  • By Exit Door
  • By Bay Window
  • Reception
• Warehouse
  • Loading Bay 1
  • Loading Bay 2

To create a sub-location, select a Parent Location when adding or editing a location. Sub-locations appear indented under their parent throughout the system, including in asset dropdowns.

This is useful when you need more precision about where assets are within a broad area, without creating a long flat list of locations.

Organising locations

Locations have a sort order that controls how they appear in lists. You can reorder locations to match the physical layout of your site — for example, listing floors from ground up, or zones in the order you'd walk through them. Sort order applies within each level of the hierarchy.

Assigning assets to locations

When creating or editing an asset, you can select a location within its site. Locations are shown hierarchically in the dropdown — sub-locations appear indented under their parent. You can assign an asset to either a parent or a sub-location. This is optional — assets can belong to a site without being assigned to a specific location.

TIP

Use consistent naming conventions across sites to make it easier for users who work at multiple locations. For example, always use "Ground Floor" rather than mixing "GF", "Level 0", and "Ground".

Deleting a location

If you delete a location, any assets assigned to it will remain at the site but will no longer be assigned to a specific location. Historical data is preserved.