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How to View and Manage Location Details

Access complete information about any location, including its work orders, assets, assigned forms, and attachments.

Quick Summary

Click any location in the tree to see its details. Use the Status tab for work orders, Profile tab for info and assets, and Forms tab for assigned forms.

Before You Begin​

Requirements
  • You must be logged in with access to the Locations module
  • To edit locations, you need locations:update permission

Opening Location Details​

  1. From the left sidebar, click Locations
  2. In the location tree (left panel), click on any location
  3. The detail view opens in the right panel

Detail View Tabs​

Status Tab​

Shows work order activity for this location:

SectionWhat It Shows
Period FilterSelect time range: Today, Last 7/14/28 days, or Custom
History ChartVisual timeline of work order activity
Work Order ListClickable list of work orders for this location

Use this to:

  • See what work has been done
  • Track maintenance patterns
  • Identify high-maintenance areas

Profile Tab​

Shows location information and linked items:

SectionWhat It Shows
AddressClickable link to Google Maps (top-level locations)
DescriptionAdditional notes about the location
ThumbnailLocation photo if uploaded
Sub-LocationsList of floors/areas within (if Location type)
ZonesList of rooms within (if SubLocation type)
AssetsEquipment installed at this location
AttachmentsFloor plans, documents, photos

Forms Tab​

Shows forms assigned to this location:

SectionWhat It Shows
Form Count"X form(s) assigned to this location"
Form CardsEach assigned form with link and QR code options
Empty StateMessage if no forms are assigned

Quick Actions​

From the location detail view, access these actions:

Primary Button: Create Work Order​

Click Create Work Order to start a work order for this location. The location is pre-filled.

Actions Menu​

Click the Actions dropdown for:

ActionWhat It Does
Create Work OrderStart a work order here
Create Work RequestSubmit a maintenance request
Add AssetLink equipment to this location
Assign FormEnable form collection here

Settings Menu (Three Dots)​

Click the More button (⋮) for:

ActionWhat It Does
Create SubLocationAdd a floor (from Location)
Create ZoneAdd a room (from SubLocation)
EditModify location details
DeleteRemove this location

Managing Assets at a Location​

Viewing Assets​

  1. Click the location
  2. Go to the Profile tab
  3. Scroll to Assets section
  4. See all equipment at this location with:
    • Asset thumbnail
    • Asset name
    • Connection status (for IoT devices)
    • Last activity time

Adding Assets​

  1. Click Actions → Add Asset
  2. Select from unassigned assets, or
  3. Click Create Asset to add a new one
  4. The asset is linked to this location

Managing Forms at a Location​

Viewing Assigned Forms​

  1. Click the location
  2. Go to the Forms tab
  3. See all forms assigned here

For each assigned form:

  • Open URL — Opens the form submission page
  • Copy URL — Copies the link to share
  • QR Code — Generate for posting at the location

Editing a Location​

Step 1: Enter Edit Mode​

  1. Click the location in the tree
  2. Click the More button (⋮)
  3. Select Edit

Step 2: Make Changes​

You can update:

  • Name
  • Description
  • Thumbnail image
  • Business hours
  • Attachments

Step 3: Save​

Click Save to apply changes.

Cannot Change
  • Location type (Location/SubLocation/Zone)
  • Parent location relationship
  • Address (for existing locations)

Searching for Locations​

Use the search bar to find locations:

Search ByExample
Name"Conference Room"
Address"123 Main St"
Description"Server room"
Multiple"Building A, Floor 2" (finds both)

The tree auto-expands to show matching results.

Real-World Examples​

Example 1: Check Work Order History​

Situation: You want to see all maintenance done in the server room this month.

Solution:

  1. Search for "Server Room" in locations
  2. Click to open the location
  3. Go to Status tab
  4. Set period filter to Last 28 days
  5. Review the work order list and history chart

Result: You see all completed and pending work orders, helping you track maintenance patterns.

Example 2: Add Equipment to a Room​

Situation: A new air conditioning unit was installed in Conference Room 301.

Solution:

  1. Find "Conference Room 301" in locations
  2. Click Actions → Add Asset
  3. Search for the AC unit (if already registered)
  4. Or click Create Asset to register it now
  5. Select and confirm

Result: The AC unit now appears in the room's Profile tab, linked for maintenance tracking.

Example 3: Find All Locations with Forms​

Situation: You want to see which restrooms have cleaning checklists assigned.

Solution:

  1. Browse the location tree
  2. Look for Forms(X) badges on locations
  3. Locations with forms show the count
  4. Click to see the Forms tab with details

Result: You quickly identify which restrooms have forms and which need assignments.

Example 4: Download Floor Plan​

Situation: A technician needs the floor plan for Building A.

Solution:

  1. Find "Building A" in locations
  2. Go to Profile tab
  3. Scroll to Attachments
  4. Click on the floor plan PDF to download

Result: Technician has the floor plan for navigating the building.

Deleting a Location​

To permanently remove a location:

  1. First, delete any child locations (zones, then sublocations)
  2. Remove or reassign assets
  3. Remove form assignments
  4. Click More → Delete
  5. Confirm the deletion
Permanent Action

Deleted locations cannot be recovered. Historical work order references may be affected.

Need help? Contact Infodeck Support

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