About Locations and Regions

Locations and Regions reflect physical user, issue, and asset locations. Regions generally define a larger area, while Locations are smaller entities within a Region. A Region might be defined as a state and a corresponding Location within that Region might be a particular city or county. A Region might also be defined as a corporate research park, with individual company buildings comprising the Locations.

Locations and Regions are flexible concepts – and the versatility of Issuetrak makes it easy to modify their terminology to suit your specific needs. Your operation may not need both Locations and Regions, or your company may change the words Locations and Regions to reflect the way it expresses these concepts (e.g., Buildings and Sites; Cities and States). Simply contact your Issuetrak Account Representative for assistance with adapting this feature.

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Activating Locations / Regions

Only users with Sys Admin permissions can activate Locations and Regions within your system.

Steps:

1. Click the gear icon in the upper right > click Features beneath System > scroll down to the Locations and Regions section.

2. Select Use Locations.
   1. (Optional) If you want to use your own terminology for the Locations menu option (e.g. Sites, Buildings, Rooms, etc.), enter it in the Menu Label field.
   2. (Optional) If you want to use your own terminology for Location-related fields (e.g. Site #, Site Name, etc.), enter it in the Location ID Label and Location Label fields.
   3. (Optional) If you want to use your own terminology for any of the three additional text fields included in every Location record, enter it in the Optional Label fields.
   4. (Optional) If you also want to activate Regions, select Use Regions.
   5. (Optional) If you are activating Regions and want to use your own terminology for the Regions menu option and Region-related issue fields (e.g. Areas, Districts, etc.), enter it in the Region ID Label and Region Label fields.

3. Click Update.

A confirmation message will appear when this process is complete.

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Managing Locations

Only users with Sys Admin parameter or Can access and maintain Administration functions permissions can add, edit or delete locations within your system.

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Adding Locations

Steps:

1. Navigate to the left menu > choose Entities > Locations > Select Add beneath Locations from the right quick menu.
2. Enter an ID and Name for the new Location.
3. (Optional) Add any other relevant information as needed.
4. Click Save.

A confirmation message will appear when this process is complete.

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Editing Locations

Steps:

1. Navigate to the left menu > choose Entities > Locations.
2. Click edit next to the Location you are modifying.
3. (Optional) Before making any other changes on the Edit Location screen, use the View/Maintain Subscribers link to add or change member settings on this Location’s Email Subscribers.
4. Make your changes in the Edit Location screen.
5. Click Update.

A confirmation message will appear when this process is complete.

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Deleting Locations

Steps:

1. Navigate to the left menu > choose Entities > Locations.
2. Click del next to the Location you are deleting.
3. Click OK when prompted to confirm.

A confirmation message will appear when this process is complete.

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Viewing History of Issues for a Location

Locations can be specified within an issue itself and at times it may be useful to review all of the issues associated with a specific Location.

1. At the time of issue submission, viewing an issue, or while editing an issue, scroll down to the Location field.
2. Click on the history link to the right of the currently selected Location of the issue onscreen. This will open an additional window listing the issues associated with the Location. Clicking on an issue within this window will open the issue in a new window in View mode.

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Managing Regions

Only users with Sys Admin parameter or Can access and maintain Administration functions permissions can add, edit or delete Regions within your system.

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Adding Regions

Steps:

1. Navigate to the left menu > choose Entities > Locations.
2. On the right context menu click Add beneath Region.
3. Enter an ID and name for the new Region.
4. Click Save.

A confirmation message will appear when this process is complete.

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Editing Regions

Steps:

1. Navigate to the left menu > choose Entities > Locations.
2. On the right context menu click List beneath Region.
3. Click edit next to the region you are modifying.
4. Make your changes in the Edit Region screen.
5. Click Update.

A confirmation message will appear when this process is complete.

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Deleting Regions

Steps:

1. Navigate to the left menu > choose Entities > Locations.
2. On the right context menu click List beneath Region.
3. Click del next to the region you are deleting.
4. Click OK when prompted to confirm.

A confirmation message will appear when this process is complete.

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Deactivating Locations / Regions

Only users with Sys Admin permissions can activate Locations and Regions within your system.

Steps:

1. Click the gear icon in the upper right > click Features beneath System > scroll down to the Locations and Regions section.
2. Uncheck Use Locations.

3. Click Update.

A confirmation message will appear when this process is complete.