Locations
An overview of the 'Locations' page within 'Settings.
The 'Locations' page within 'Settings' allows you to add, import, and manage all the locations associated with your organization's account. These locations will be used for user alignment and also setting permissions for admins which determine the users they'll be able to access in R1 Discover.
Accessing Locations
Navigate to the 'Settings' page on the left navigation.
Click on the 'Locations' tab.
Adding Locations
Locations can be create in two ways, single location setup or via an import file.
Adding Locations in App
Select Add Location
Add the following mandatory fields:
Location Name: Input a name to reference this specific location. This will be used to ID the location throughout the rest of the application.
Location City: Input the city of the location.
Location State: Input the state of the location.
Optionally add these additional fields:
Location Address: The street address of the location
Zip Code: The zip code of the location
Country: The locations country
Phone: A phone number for the location
Email: An email for the location
Status: Is this an active location. If it's not 'Published', it won't be available for use throughout the app.
Importing Locations
Select Export CSV: This will down a CSV file, this is the import template.
Find and Open the CSV:
Add the following mandatory fields:
facility_name: Input a name to reference this specific location. This will be used to ID the location throughout the rest of the application.
Location City: Input the city of the location.
Location State: Input the state of the location.
Leave ID Blank: ID MUST remain blank for a new location to be created
Status: Set this field to 'Published'
Add the following optional fields:
Email1: An email for the location
Address1 & Address2: The street address of the location
Zip: The zip code of the location
Country: The locations country
Phone: A phone number for the location
Save the file as a .csv & note the location
Select "Import Locations"
Select the newly saved .csv file
Select OK
Editing Locations
Easily update details of existing locations. Click 'Edit' beside any location to modify its information. Then select 'Save'
Deleting Locations
Remove any locations that are no longer required by clicking 'Delete' beside the relevant entry.
** Ensure this location is no longer needed before you delete. Also ensure no Users/Admins are mapped to this location, they will be unable to take activities until a new location is assigned.
Last updated