.Location Catalogs v2.1.4.7

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.

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 'Save New' 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, 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
Remarks	Any comments or miscellaneous information about this Location.
Contacts	Provides any associated Contacts to this Location.
Servicing Equipment	Provides Servicing Equipment(s) that are associated with this Location.
Permitted Workers	Provides any Workers permitted to use this Location.
Service Host Permissions	Provices Service Hosts that can be permitted at this Location
Locations	Provides a list of all Child Locations within this Location.
Attachments	Provide any file Attachments that should accompany this Location.
User Defined Fields	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 'Add/Remove Range' 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 'Toggle Status' button. This switches the Status.

2) From the 'Manage Location' form click, the 'Status' that is desired - either 'Active' or 'Inactive' 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 the Location from PCR-360 entirely. This can only be used if there are no other records in PCR-360 that depend on the Location.

Select the Location to delete, and click the 'Delete Selected' button. The Location is removed from PCR-360.

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 'Hide' 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 Catalog page.