What are Locations?
Locations allows you to group expiration items together by Company Location or Site Location, etc. It provides you with a different way of viewing your Expiration Items instead of just viewing them by list.
Although the default name of this grouping is 'Locations', you can use this feature to group your items for anything - and the heading name can even be changed (more on this below).
Examples of when you can use Locations, if you’re tracking permits and certifications as a building manager, you can use your different buildings as Locations. If you're tracking employee certifications, you can use your different company branches as Locations.
Adding a New Location
To add a Location, click on 'Locations' on the top menu and then click on the New Location green button.
From the new Location screen, enter the information you'd like available for the Location:
Then click Save.
Changing the Locations Heading
If you would like to present the 'Locations' heading as a name other than 'Locations' - you may edit this in "Features" under the Customize heading (screenshot below).
Location Hierarchies & Parent Locations
The locations feature in Expiration Reminder allows you to setup hierarchies between them. For example, you might configure the country of USA as a location and then have each state as a location that has USA as its parent.
This way, you can filter the view of expiration items and you don’t have to see all locations at once.
To do this, you have to use the Parent Location field when adding or editing a location.