Locations

Master the art of organizing and customizing locations, leveraging templates, and creating location trees tailored to your organization’s unique needs.

Create a Location

1. Navigate to the Assets Dashboard:
   • From the navigation menu on the left side of your screen, go to the Assets Dashboard.
2. Add a New Location:
   • Click the button with a plus sign and map point icon next to the "All Locations" text on the left-hand side.
3. Enter Location Details:
   • Provide a name for the new Location.
   • Set the Location Type, which can be defined in the Admin Dashboard.
   • Specify if this Location will have a Parent and where it will be nested.
   • Add the physical Address of the Location to enable viewing it on the Map Dashboard.
4. Save the Location:
   • Click the Checkmark to save your changes.

Location templates in Chekhub streamline the process of setting up and managing locations by providing predefined configurations for commonly used settings.

1. Navigate to the Admin Dashboard:
   
   • Access the Admin Dashboard from the navigation menu on the left side of your screen and cick on the "Locations" tab located in the top menu bar.
2. Add a New Template:
   • In the Templates section, click the "+ADD" button to initiate the creation of a new location template.
3. Fill in Template Details:
   • A form will appear where you can specify the default attributes for the template which includes Name, Description, Qualifications, Tags and Location Type. The only information required to create a location template is a Name and Type.
4. Add Additional Information:
   • You can also include additional optional properties and attachments, such as a text input or media upload.
   • Details about the location be added to a template, and decide if they are required or optional when creating a location These fields include: 
     • Floors/Levels
     • In Service Date
     • Square Footage

Customizing Location Trees in Chekhub

Chekhub provides flexible methods to structure your location tree, allowing you to visualize and manage your assets efficiently. Here‚ you can set up and customize location trees, including information about additional location trees, the seven location levels, and what constitutes a site.

Common Location Tree Structures

1. States and Cities:
   • This structure helps organize assets under specific cities. It is ideal for managing a small number of assets distributed across multiple locations.
     • Example: State>City>Asset 
       
2. Building, Floor, Room:
   • This structure categorizes assets under specific rooms within buildings and floors, useful when there are multiple assets per floor in a building.
     • Example: Building>Floor>Room>Asset

Beyond the traditional structures of states and cities or buildings and rooms, Chekhub offers the flexibility to create more personalized location trees tailored to meet your specific requirements.

1. Campuses and Departments:
   • Organize assets by different campuses and then by departments within those campuses.
     • Example: >Campus>Department>Asset
2. Regions and Sites:
   • Manage assets across broader regions and then drill down to specific sites within those regions.
     • Example: Region>Site>Asset
3. Zones and Sections:
   • Ideal for large facilities divided into zones and further into sections.
     • Example: Zone>Section>Asset
4. Divisions and Units:
   • For organizations with hierarchical divisions and units, this structure helps in asset categorization.
     • Example: Division>Unit>Asset

The Seven Location Types 

Location Types can be used to assist you in the managing and organization of your locations. These Types allow you to nest your locations appropriately for your organization. Chekhub allows up to seven location levels, providing an ordered structure for your assets. Each level can be customized to fit your specific organizational needs, ensuring precise asset tracking and management.

1. To start managing your Location Types, navigate to the Admin module.
2. Once there, select the Locations tab from the upper navigation bar.
3. On the left side of the page, you will see the Types window. This is where you will be able to view and edit your Location Types. The default list will be Region, Zone, Site, Building, Floor, Room and Unassigned.
4. These fields are completely customizable and can be altered to fit the needs of you and your organization.

Understanding Sites

In Chekhub, a "Site" refers to a specific physical location within the broader hierarchy. It is a critical component where assets are grouped and managed. For example, a site could be a particular building within a campus or a facility within a city. It is also important to note that Preventative Maintenance is scheduled at the Site level and CMMS metrics are driven from here as well.

By leveraging these structures, you can effectively visualize and manage your assets in Chekhub, ensuring a tailored approach to fit your organization's unique needs.