To review or edit a location, click on the location row in the Locations Grid.
This opens the Show Location screen.
Viewing and Editing Location Data
The Show Location screen initially displays data as read-only.
To make changes:
Click Edit
Update the required fields
Click Save
Map
The system determines the location’s position on the map using:
Address Line1
Town/City
State/Province
ZIP
Country
In rare cases, the map provider may not correctly position the location.
If this happens:
Manually move the blue pin to the correct position
Click Save once the location is accurate
Machines
The Machines tab shows all machines currently installed at the location.
Locations and machines are interconnected:
Every location must have at least one machine
Each machine must belong to exactly one location
Assigning machines is a required step to:
Include a location in a trip
Schedule visits
Install Machine at Location
To install a machine:
Go to the Machines tab
Click Install Machine
3. Select a machine (only unassigned machines are shown)
4. Enter the installation date
5. Click Save
Remove a Machine from a Location
Go to the Machines tab
Click the Uninstall icon next to the machine
Move a Machine to Another Location
To move a machine:
Remove it from the current location
Open the new location
Install the machine there
Delete a Location
To delete a location:
Open the location
Click Delete Location
If the location has machines assigned, an error message will appear:
When a location is deleted:
All related data remains in the system
The location will still appear in reports