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How to Create a Location

How to Create a Location

Add physical locations to Infodeck to organize your work orders, assets, and forms.

Quick Summary

Click Create Location, enter a name and address (for buildings) or select a parent location (for floors/rooms), then click Create.

Before You Begin​

Requirements
  • You must have locations:create permission
  • For sub-locations and zones, the parent location must exist first

Step-by-Step: Create a Top-Level Location​

Top-level locations represent buildings or facilities with physical addresses.

Step 1: Open the Location Form​

  1. From the left sidebar, click Locations
  2. Click the Create Location button in the top right

Step 2: Enter Location Details​

FieldRequiredDescription
NameYesBuilding or facility name (max 800 characters)
AddressNoPhysical street address
DescriptionNoAdditional details about this location
ThumbnailNoUpload a photo (max 10 MB)

Step 3: Set Business Hours (Optional)​

  1. Check the days this location operates
  2. Set opening and closing times for each day
  3. See the calculated Weekly Coverage hours

Step 4: Upload Attachments (Optional)​

Add floor plans, maps, or other documents:

  1. Click Upload in the Attachments section
  2. Select files from your computer

Step 5: Create the Location​

  1. Review all information
  2. Click Create
  3. The location appears in your location tree

Step-by-Step: Create a SubLocation (Floor)​

SubLocations are divisions within a location, like floors in a building.

Step 1: Select the Parent Location​

  1. In the location tree, click on the building
  2. Click Create SubLocation from the actions menu

Or:

  1. Click Create Location
  2. Click Link Parent Location toggle
  3. Select the parent building from the dropdown

Step 2: Enter SubLocation Details​

FieldRequiredDescription
NameYesFloor or area name (e.g., "Floor 1", "Wing A")
Parent LocationYesThe building this floor belongs to
DescriptionNoNotes about this area

Step 3: Create​

Click Create to add the sub-location under its parent.

Step-by-Step: Create a Zone (Room)​

Zones are the smallest units — individual rooms or spaces within a floor.

Step 1: Select the Parent SubLocation​

  1. In the location tree, click on the floor
  2. Click Create Zone from the actions menu

Or:

  1. Click Create Location
  2. Click Link Parent Location
  3. Select the parent floor from the dropdown

Step 2: Enter Zone Details​

FieldRequiredDescription
NameYesRoom name or number (e.g., "Room 101", "Server Closet")
Parent LocationYesThe floor this room belongs to
DescriptionNoRoom purpose or notes

Step 3: Create​

Click Create to add the zone.

Field Reference​

FieldMax LengthNotes
Name800 charactersRequired, descriptive name
Address800 charactersOnly for top-level locations
Description800 charactersOptional details
Thumbnail10 MBImage file only
AttachmentsPlan-dependentLite: 3, Basic: 5, Pro: 10 files

Real-World Examples​

Example 1: Add a New Building​

Situation: Your company acquired a new office building and you need to add it to Infodeck.

Solution:

  1. Click Create Location
  2. Name: Corporate Office - Building B
  3. Address: 456 Business Park Drive, Suite 100
  4. Description: "Main corporate office building, 5 floors, built 2020"
  5. Upload building photo as thumbnail
  6. Set Business Hours: Monday-Friday, 8:00 AM - 6:00 PM
  7. Upload floor plan PDF as attachment
  8. Click Create

Result: Building B appears in your location tree. You can now add floors and rooms within it.

Example 2: Add Floors to a Building​

Situation: You need to add the floor structure for the new building.

Solution:

  1. Select Corporate Office - Building B in the tree
  2. Click Create SubLocation
  3. Create floors one by one:
    • Name: Floor 1 - Lobby & Reception
    • Name: Floor 2 - Sales & Marketing
    • Name: Floor 3 - Engineering
    • Name: Floor 4 - Executive Offices
    • Name: Floor 5 - Server Room & IT

Result: Your building now has a complete floor structure visible in the tree.

Example 3: Add Rooms to a Floor​

Situation: You need to track individual rooms on Floor 3 for work orders.

Solution:

  1. Expand Building B in the tree
  2. Select Floor 3 - Engineering
  3. Click Create Zone repeatedly to add:
    • Conference Room 301
    • Open Office Area
    • Break Room
    • Storage Closet 3A
    • Server Closet 3B

Result: Floor 3 now shows all its rooms. Technicians can create work orders for specific rooms.

Example 4: Hospital Wing Structure​

Situation: You manage a hospital and need to organize by wings and rooms.

Solution:

  1. Create top-level location: General Hospital - Main Campus
  2. Create sub-locations:
    • Emergency Wing
    • Surgical Wing
    • Pediatric Wing
    • Administrative Building
  3. Within each wing, create zones:
    • Emergency Wing: Triage Room 1, Trauma Bay A, Waiting Area
    • Surgical Wing: OR 1, OR 2, Recovery Room, Sterilization

Result: Complete hospital structure for assigning maintenance work orders to specific areas.

Address vs Parent Location​

When creating a location, you'll see a toggle:

ModeWhen to Use
Enter AddressTop-level buildings with physical addresses
Link Parent LocationFloors and rooms within a building

Click Link Parent Location to switch between modes.

What Happens Next​

After creating a location:

  1. Add sub-locations — Create floors or areas within it
  2. Add zones — Create rooms within floors
  3. Assign assets — Link equipment to the location
  4. Create work orders — Assign maintenance tasks here
  5. Assign forms — Enable data collection with QR codes

Need help? Contact Infodeck Support

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