Location

A guide to the settings available under the Locations.

Locations are the primary level in the Spaces Hierarchy and must be configured prior to creating facilities and rooms.

Sample Locations	Examples
Universities	Dexter University- Oakland Campus, Dexter University-Cleveland, Dexter University- California
Client locations, Business Units	ASIC - Asia, ASIC - Americas, ASIC - Europe

Data Manager > Spaces > Location

Create a new location

Location setup

Field	Description	Examples	Requirement
Location Code	Input code for the location as applicable	D1	Required
Location name	Input Location name	Dexter University-Main Campus	Required
Location Short name	Input Location Short name as applicable	Main Campus	Required
Location Geo Location	Input the geographical location	Florida	Optional
Location status	By default, a location is set to Active. Once a location is no longer in use/relevant, it can be set to Inactive.	Active	Required
Location Contact	Input Location's contact name if applicable (optional)	[e-mail]	Optional

Location Roster

Lists the members that are part of a Location and who can view Location information. Users on the Location roster can be assigned corrective actions for any of the inspectable objects under the location. Please search for a user by inputting their name, email, or role in the field > Proceed to add them > Assign a role to the user.

Add to Location Roster

Examples of Role assignment

Note: User roles such as General User, Inspector, Area Manager, and Administrator define the user's view/access to the application Vs. Role assignments depend on a user's role in an organization.

Facility :

The Facility list shows all the facilities that are tagged to that specific location.

Facility List

Inspection Template

Inspection Template Schedule

An Inspection schedule cycle can be pre-defined using the "Inspection Template Schedule."

Set up Inspection Template Schedule

Pick the Inspection Template > Either choose monthly first or last or input the cycle days > Assign it to the Inspector responsible for the inspection.

You can then choose to set up the inspection for a Group Type, Room Type, Asset Type, or Principal Investigator (Inspector).

Examples:

Field	Examples
Group Type	SS Manufacturing, SS Services, SS R&D
Room Type	Wet Lab, Dry Lab, Equipment Room
Asset Type	Fire Safety, Bio-Safety, PPE,

Groups assigned to one Group Type cannot view the Inspections of the other groups assigned to a different Group type.

Field	Link	Description
Rooms	Room Type	Rooms can be linked to a Room type to schedule Inspections across the Room Type.
Assets	Asset Type	Groups can be linked to a Group type to schedule Inspections across the Group Type.
Groups	Group Type	Assets can be linked to an Asset type to schedule Inspections across the Asset Type.
PI	Principal Investigator	Checking this will schedule User inspections for all the Principal Investigators listed on the Location Roster and Room Roster.

Permit Holders

The Permit Holders tab shows a list of all the active permit holders, type of permit, permit number, and their expiration date.

Permit Holders