To add a new location, first click the Settings option in the main menu on the left hand side of the screen.
(Please Note: If you do not see the Settings option, it means you do not have permission to add new locations.)
Next, click on Users and Locations, and then click on Location/User Management.
Now click on the Add Location button.
This will display the Location Details window.
Choose a Parent Location. This will be the location we are adding a new location to. To choose a parent location, you can either click on the location tree icon and select it, or you can use the location drop down box directly. Next type in a recognisable Location Name.
Below this, you can add an Assessment Prefix. This is optional, and can be used to define a prefix value for the reference number of assessments created in this location. If no prefix is added here, all assessments will adopt the standard reference number structure, for example RA123456.
Now add in the address details of the location you are adding, including Address, Town, Post Code, Countyand Country. This information is also optional.
You can also mark this location as one of your key business units by ticking the Primary Location tick box.
When all location data has been added, click on the Save button to add your new location.
Please note: If you do not see your newly created location in your organisation structure after clicking save, please try pressing Ctrl+F5 on your keyboard. Attempting to add the location again may create duplicate locations.
Our Advice: You can also add a new location by right-clicking on a location in the company tree, and choosing the Create New Location option. See below:
This method will pre-populate the Parent Location for you with the location you right-clicked on.