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Navigate to Main > Catalog > Locations.
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The Locations Grid lists any Location a User can specify for a piece of Equipment or Service. A Location is any physical place in the organization to be tracked. A Location might be a building, rack, closet, service vehicle, cabinet, or even a desk drawer. This allows the User flexibility to define Locations that are specific to the organization. Locations track E911 for entities designated as Buildings or can be set up as a Warehouse .
Adding a Location
The Location Path is the first thing that shows on the form on 'Add'. This lets the User quickly see the Hierarchy of the Location in a simple text format.
To add a new Location, follow the following steps:
Click the 'Add' button in the top toolbar of the main Locations Grid.
This opens the 'Add New Location' form.
There are two required fields on the form: 'Name' and 'Type'. All other fields are optional.
Once all fields are filled in as desired, click the
button.
The new Location is now added to the Grid and searchable in PCR-360
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The following are descriptions of the optional fields and functions on this form:
Form Fields
Field Name | Required | Field Description |
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Name | Yes | The name of the Location. |
Type | Yes | The type of Location. Valid Types are Site, Building Group, Building, Floor, Room, Cube, Truck, Closet, Rack, Elevation, Manhole, Elevator, Jack, Shelf, and Service Location. |
Latitude | No | The geographical Latitudinal Location of this facility. |
Longitude | No | The geographical Longitudinal Location of this facility. |
Warehouse | No | If checked, this location is marked as a Warehouse and has access to Warehouse specific features and functions. |
Report 911 | No | If checked or "Yes", this Location data is included in the 911 data feed if the Location is a 'Building'. |
Default Warehouse | No | The Default Warehouse to be associated with this Location. |
Default Return Warehouse | No | The Default Return Warehouse to be associated with this Location. |
Tabs
Name | Description |
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Any comments or miscellaneous information about this Location. | |
Provides any associated Contacts to this Location. | |
Provides Servicing Equipment(s) that are associated with this Location. | |
Provides any Workers permitted to use this Location. | |
Provides Service Hosts that can be permitted at this Location | |
Provides a list of all Child Locations within this Location. | |
Provide any file Attachments that should accompany this Location. | |
Provides fields for custom info needed for this Location. |
Adding or Removing a Range of Locations
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Adding or Removing a Range of Locations
Form Fields
Field Name | Required | Field Description |
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Location Path | No | The hierarchy where the new locations are arranged. An empty Location Path creates the range in the Tree root |
Low | Yes | The numerical or alphabetical low end of the range. |
High | Yes | The numerical or alphabetical high end of the range. |
Type | Yes | The type of locations to be created. |
'Servicing Information' - Equipment | No | Sets Equipment that is used to Service the Location. |
'Servicing Information' - Service Catalog | No | Sets a Service Catalog for the Location. |
A numeric or alphabetical range of Locations can be added by clicking the button in the toolbar at the top of the main Locations Grid. In the form, there are three required fields that are the minimum requirements for creating or removing a range of Locations: 'Low', 'High' and 'Type'.
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2) From the 'Manage Location' form click, the 'Status' that is desired - either or
button.
Note: The color of the Status Bar serves as an additional visual indicator of the current set status. Green is for an Active status, red for an Inactive status.
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Select the Location to delete, and click the button. The Location is removed from PCR-360.
Demolish
Any Location no longer associated with any other record in PCR-360 may be Demolished.
A Location is NOTeligible for Demolition if the Location is still associated with any or all of the following:
Services
Equipment
Service Desk Items
Charges
Purchase Orders
Return Orders
To see if a Location has any of these associations, see the Location's Usage Tab to obtain a list of any associations.
To Demolish a Location:
Select the Location to be Demolished in the Locations Grid, and click the
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button.
Confirm the number of records to be Demolished, and the reason for Demolishing them in the dialogue.
Click the
button to begin the Demolition process.
The Demolition process will run in the background, and will send the User a confirmation message on completion.
Note: If the Demolish fails a Usage process will be started in the background and can be viewed on the Usage tab.
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To use this button, select the Location to 'Hide' and click the 
button. The Location is removed from the Grid view and any Location pickers.
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For information on arranging the Hierarchy (Parent-Child relationships), please see the main (2024.1) Catalog page.
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