Defining locations

Locations are the top level of the equipment hierarchy and, like other equipment, can have parents and children with many sublevels. For example, a facility can be a parent to children such as wings, floors, and levels.

Locations can also mean two different things. One location can tell you a piece of equipment’s physical location, e.g., the pump in Boiler Room 2. Another location can be equipment itself, e.g., Boiler Room 2. Keep in mind that equipment keeps its location until it is moved; in other words, it can only be in one place at one time.

Note: Set up parent locations before setting up child locations. You cannot delete parent locations if child locations exist.

To define locations:

  1. Open the Locations form.
  2. Click New Record.
  3. Organization—Enter the organization to which the location belongs if you use multi-organization security.
  4. Location—Enter a unique code identifying the location, and then enter a description of the location in the adjacent field.
  5. Department—Enter the location’s department.
  6. Class—Enter the class of the location.
  7. Safety—Select to observe safety precautions when working at this location.
  8. Out of Service—Select if the location is not used.
  9. Cost Code—Enter the location’s cost code.
  10. cGMP—Select to indicate that the equipment is subject to cGMP standards. Enter the following Call Center Details:
  11. Calendar Group—Enter the calendar group for the location. The system automatically populates Calendar Group Org.
  12. Penalty Factor—Enter the penalty factor for the location.
  13. Minimum Deduction/Currency—Enter the minimum deduction allowed. Enter the following Hierarchy details:
  14. Parent Location—Enter the parent location. The system automatically populates Safety Date Review Required and Safety Reviewed By if the selected equipment has hazards and precautions added on the Safety page.
  15. Click Save Record. If a review has been performed on the Safety tab, the system automatically populates Safety Date Review Required and Safety Reviewed By. If a review has been performed on the Permits tab, the system automatically populates Permit Date Review Required and Permit Reviewed By. If a review has been performed on the LOTO tab, the system automatically populates LOTO Date Review Required and LOTO Reviewed By.