How to Add Locations

Create a location record, then continue building it by linking assets, assemblies, contacts, and related operational information.

Before You Start

Understand what the location record is used for and what information you may want ready before you begin.

What a Location Is

A Location is the record used to define where assets, tasks, files, notices, and related activity are managed in your system.

What You May Need

You may want the location type, property name or identifier, address details, PLSS information, GPS coordinates, and any supporting files ready before you begin.

Recommended Flow

Create the location first, then continue building the record by linking assets, assemblies, contacts, tasks, notes, and files from inside the location record.

Add Location

Create the location record first so other records can be tied to the correct site.

Open the Locations page

Open the Locations page from the left navigation.

Start a new location record

Click Add Location to begin creating a new location record.

Select the location type

Choose the Location Type that best classifies the record.

Enter the location name

Enter the Property Name or location identifier so the record is easy to recognize in your system.

Enter the service address

Enter the full service address for the location.

Complete the address details

Enter the City, select the State, enter the ZIP Code, and select the County.

Add PLSS information if needed

Enter PLSS details to add land description information when needed.

Upload files if needed

Attach any supporting documents, photos, or records related to the location.

Upload files or attach documents related to the location

Add GPS coordinates if needed

Enter Latitude and Longitude if you want to define the exact geographic position of the location.

Save the location

Click Add Location to save the record as a new location.

Open and review the record

Click the newly created location to open the record, then review the details before continuing to build it out.

Review and verify the location details — Review the location details and continue building the record.

Link Assets or Assemblies

Once the location is created, add equipment directly to the record so tracking and reporting stay tied to the right site.

Start an asset from the location record

From inside the location record, click Add Asset to create a new asset or assembly tied to that location.

Click Add Asset from the location record

Choose the asset type

Select Backflow Assembly if you are adding an assembly, or leave it blank if you are creating a standard asset, then continue by entering the asset or assembly details.