Activating Locations / Regions

Information

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

Go to Administration > System > System Settings > Features and scroll down to the Locations and Regions section.

Regions cannot be activated unless Locations are active. If you need only one physical entity and Regions is the most fitting terminology, activate Locations and change its labels to Region-related terms.

locations_regions_1.png
1

Select Use Locations.

2

(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.

3

(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.

4

(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.

locations_regions_2.png
5

(Optional) If you also want to activate Regions, select Use Regions.

locations_regions_3.png
6

(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.

7

Click Update.

The message Parameters successfully updated will display and the Locations menu option (and if also activated, its Regions sub-menu option) will appear within the Administration Menu when the update is complete.


Applies To:

Issuetrak 9.9+