Updating Location Details
There are cases when you need to update the location details. It may be simply a new phone number of the location manager or the location square footage that you need to change. In any case, you can easily add new info for a location on the location details page.
Viewing Location Details
You can view the most basic location information on the Details tab of a location.
- On the Locations list, find the location that you want to view, and click its ID or name. The location details page opens on the Details tab.
On the location Details tab, the information is presented in five sections:
Location Address. Lists the location ID, name, region, district, address, and GPS coordinates.
The region and district information helps you manage locations at regional or district levels. For example, you may use this information to set up HVAC winter preparation in cold regions earlier or to coordinate cleanup efforts for coastal locations after a hurricane.
Fill out the Latitude and Longitude fields for your technicians to be able to log in to WOs in SC Provider.
- Location Size. It is useful to specify the square footage of the internal building size, without the exterior, in the Building Size (Interior) field to calculate the average spend per square foot. Should you need to calculate it per square meter, select m from the Building Size Measure drop-down list.
- Status. Shows the location open and closed date.
The Open Date indicates when the location was opened and started its business. You may also generate work orders for the location before it opens, for example, when it is still under construction. Conversely, the Closed Date is when the location stops its business. Again, you may still generate work orders after this date. See more about it in Closing a Location. - Inventory Details. Indicates the inventory location type with its details, or lets you mark a non-inventory location as inventory and assign its type. Learn more about the types in Creating Inventory Locations. You can select a FTM to conduct Inventory Cycle Counts on parts at a location via SC Provider Mobile.
- Contact. Displays the primary contact for a location and their phone number, fax, and emails.
Depending on your Service Automation system settings and user permissions, the sections on the location Details tab may vary in number and names.
Editing Location Details
When necessary, you may edit the location information at any time — all changes take effect immediately, once saved.
- On the Locations list, find the location you need to edit, and click either its ID or name. The location details page appears.
- On the Details tab, make any changes needed.
- Click Save Location Details at the bottom of the page. The confirmation message appears, indicating your changes have been saved.
- Click Close in the top right corner to get back to the Locations list.