(2024.1) Location Catalogs
- Brian Dixon
- Bianca Rosa (Unlicensed)
Navigate to Main > Catalog > Locations.
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.
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
The following are descriptions of the optional fields and functions on this form:
Form Fields
Field Name | Required | Field Description |
|---|---|---|
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 |
|---|---|
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
Adding or Removing a Range of Locations
Form Fields
Field Name | Required | Field Description |
|---|---|---|
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'.
When creating a new range, Location records are created for everything in between the low and high values. Example: If Low = "1" and High = "4" then four Location records are created, each having the name of a number within the range: '1', '2', '3' and '4'. If the range is alphabetical with Low = "A" and High = "D" then four Locations are created: 'A', 'B', 'C', and 'D'. There is no limit to the range that can be created. However, if larger ranges are desired, it is recommended to add them in no more than 100 Location record intervals: '1' - '100' or 'AA' - 'DV'.
When removing an existing range, Location records with the names that appear in the range and of the specified type is removed. Example: a range of 1 - 5 has already been created ('1', '2', '3', '4' and '5') with a type of "Site". If you entered a 'Low' of 1 and a 'High' of 3 with a 'Type' of "Site" and then clicked the "Remove Range" button, Locations with the names of '1','2' and '3' would be removed and '4' and '5' would remain.
Toggle Status
This allows the Admin to hide a Location from searches in PCR-360 without removing it from the application. There are two ways to utilize this functionality.
1) Select the Location to hide and click the button. This switches the Status.
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.
Delete Selected
This removes a single Location from PCR-360 entirely. This can only be used if there are no other records in PCR-360 that depend on the Location. If a Location has children sub-Locations the Delete Selected button cannot be used.
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 NOT eligible 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
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.
The Demolition process deletes the Location and all sub-Locations, as well as all Cable in that Location.
Hide
This function allows the User to 'Hide' a Location from PCR-360. Hide is useful for archiving old Locations that are no longer valid while preserving old data for historical purposes, maintaining referential integrity. This is an alternative to Toggle because Hidden Locations cannot be retrieved without contacting PCR support.
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.
Arranging the Hierarchy
For information on arranging the Hierarchy (Parent-Child relationships), please see the main (2024.1) Catalog page.