Aimsio can maintain a list of Locations (also referred to as Areas) that are referenced throughout our platform.
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While there are different Location Types, any location can be associated with Jobs or Forms. When associated to Jobs, Locations can be used as a filter on Aimsio’s Dispatch module.
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Locations can be associated to Equipment, Users and Employees. They can act as an assignment requirement for Compliance and are used to filter specific resources when using our Dispatch module.
Locations can be leveraged to manage multiple divisions of your business. See: How Aimsio Manages Multiple Divisions
How to Add, Edit or Delete a Location
Navigate to Master Data → Locations
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Use the New Location button to add a new Location Type.
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Edit or Delete a Location using the Action button on the left.
Location Types
When adding a new Location, you’ll be asked to select the appropriate Location Type.
If you require a new Location Type, please reach out to our support team.
How to Associate a Location to an Employee
Open an Employee profile and scroll down to the Area section. Use the dropdown menu provided to associate a Location to an Employee. Multiple locations can be associated to a single Employee.
How to Associate Locations to Equipment
Open the Equipment profile and designate Location using the dropdown menu available. Only one Location can be associated to an equipment asset at a time.
How to Associate a Location to a User
Open a User profile and scroll down to the Areas section. Use the dropdown menu provided to associate a Location to a User. Multiple locations can be associated to a single User.
How to Import and Export Areas
Accounts can export and import Areas for User and Employee profiles, making bulk changes possible.
Accounts will need to include a Location ‘Code’ field that accounts see when adding or editing Locations. This field acts as a unique identify and will be required to successfully import Areas when they are associated to Users or Employees on a csv file.
If necessary, Codes can be set as required before any Location can be saved. Codes must be unique and commas are not permitted in a Location Code.
After your Location Codes have been entered. Accounts can export their User or Employee profiles to csv from their Master Data page.
When editing the csv file, locate the Area Codes column and enter the corresponding Location codes, separated by a comma.
Once the csv have been imported back into Aimsio, the User or Employee profile will contain all Areas that have been associated.
csv imports will fail if any of your account’s Locations do not have a Location Code. If accounts are not updating Areas on a User or Employee profile, the Area Codes column can be removed from the csv file before importing.
