Skip to main content

Create, update or assign a location

Managing locations

K
Written by Katie Airey
Updated over 3 months ago

Creating, updating or assigning a location, See the steps below:


Create Locations

You may want to make it easier to find and work with residents in certain areas of your home. Using locations allows you to achieve this. First of all, you will need to set up the locations appropriate to your building.
​
To set locations:

  1. Click Admin, then click Create/edit locations.

  2. Click Add a Location.

  3. Type the location name.

  4. Click Save.


Assign a location to a resident

Once you have some locations set up you need to assign your residents to each location as appropriate.
​
To assign locations to residents:

  1. Click Admin. then click Occupancy Management.

  2. Select the resident.

  3. Click Edit.

  4. Use the location drop-down and select the location.

  5. Click Save.


Filter by location

Many areas can be filtered throughout the application by location. However, we tend to find the main areas people filter are the home page and the residents page.

Did this answer your question?