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, such as the pump in Boiler Room 2. Another location can be equipment itself such as Boiler Room 2. Keep in mind that equipment keeps its location until it is move. 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. Select Equipment > Locations.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization to which the location belongs if you use multi-organization security.
    Location
    Specify a unique code identifying the location, and then specify a description of the location in the adjacent field.
    Calendar Group
    Specify the calendar group for the location. The system automatically populates Calendar Group Org.
  4. Specify the Department, Class, Cost Code, Penalty Factor, Minimum Deduction/Currency, and Parent Location.
  5. Specify this information:
    Safety
    Select this check box to observe safety precautions when working at this location.
    Out of Service
    Select this check box if the location is not used.
    Reservation Calendar Owners List
    Specify the approval list for the Reservation Calendar Owner.
    Reservation Calendar Owner
    Specify the reservation calendar owner who can edit equipment reservations.
    Current Workspace
    Optionally, specify the current workspace of the location.
    cGMP
    Select this check box to indicate that the equipment is subject to cGMP standards.
  6. 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.

Parent topic: Defining equipment