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Assign a machine to a location

Updated this week

Locations and machines are interconnected—one is not meaningful without the other.

  • Every location must have at least one machine assigned

  • Each machine must be assigned to exactly one location

This step defines which location a machine belongs to.

Assigning a machine to a location is a required setup step to:

  • Include the machine/location in a trip

  • Schedule visits


Install a Machine at a Location

To assign a machine:

  1. Go to the Machines screen

  2. Machine not installed at a location will have a link with “Install at Location” highlighted in yellow.

  3. Click the link

The Install Machine screen will open.

  1. Select the location

  2. Enter the Installed on date

  3. Click Save


Alternative Method

You can also install a machine from:

Locations → View/Edit Location → Install Machine


Remove or Move a Machine

To remove or move a machine:

  • Use the same process from the Locations screen

  • Remove the machine from its current location

  • Then install it at a new location

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