A Location is the final refinement of the user-defined aspects of an asset's physical location. In order to define a Location, an Area must already be defined.
In Tracmor, Location stacks up like this:
This article describes:
- Finding the menu options
- Creating one new location
- Importing a list of locations
- Deleting locations
- Exporting a list of locations
- Editing location information
- Archiving locations
- Related articles
Finding the menu options
All options regarding Locations are accessed from the the side menu by clicking on Admin (near the bottom).
On the Admin sub-menu, Locations is at the bottom.
Note: If the side menu is not visible, click on the square to the left of Global Search at the top of the screen. Clicking on this icon allows you to show and hide the side menu.
Click on Locations to open this view; circled in red are the options described in this article.
Note: The options that can be accessed via the icons in the upper right corner include adding, importing, exporting, archiving, and deleting locations, as described below.
Creating one new location
To create one new location, start by clicking on Admin>Locations (from the side menu) and then clicking on the (blue) plus icon in the upper right corner.
Both fields in the Create Location dialog box are required:
- Select an Area you have already created from the dropdown menu (indicated by the red arrow), or, if you have not yet created the area to be associated with this location, add a new area by clicking on the (blue) plus sign (indicated by the red circle).
- Add the Location Name
Tip: For examples of how to set up Areas and Locations, see the article on Areas.
Click on Save and you will see the new location at the top of the Location List.
Importing a list of locations
To import a list of locations, start by clicking on Admin>Locations (from the side menu) and then clicking on the (green) down arrow icon.
Having clicked on the down arrow icon, you will arrive at a dialog box from which you can download a standard file to import locations by clicking on the (tan) download icon.
Note: Clicking on the blue icon to the right of the standard file icon displays a list of files previously imported.
Open the downloaded file, preferably in MS Excel. Note that the column headings match the fields in the Create Location dialog box. Every field is required. Do not skip any rows.
Important: You must create an Area before you can import a location that is to be mapped to it.
Save the file with a descriptive name.
Click on Choose File to navigate to the saved file. Once you have selected the file and the file name is listed in place of [No file chosen], click on Upload File.
Once the file is uploaded, you will receive a status report via the Imported File List. If any locations were not successfully imported, the number will be indicated under the column heading “Skipped.”
Note: Clicking Undo removes the imported values. This option is only available for the most recent import.
To determine the error, download the file by clicking on the link in the "Skipped" column. In the example above, clicking on the number "1" in red downloads a file with the error message.
You can delete locations as follows:
- One at a time while editing (see below)
- Mass delete by either
- Clicking on the check box to the left of each location the Location List view
- Creating a filtered list using the search function; filter by Location Name, Area, Country, State, or Archived status, as shown below. Click on Apply Filter, then either select the items of interest or all items by clicking on the check box at the top of the column, as shown by the red arrow in the lower left corner.
Once your selections have been made, click on the red "trash" icon in the upper right corner. You will be asked to confirm the delete request. Once you confirm, the item(s) will be deleted and will no longer appear in the Location List.
Exporting a list of locations
If you need a record of your locations, you can export them by clicking on the export icon in the upper right corner. The list downloads as an MS Excel spreadsheet and includes all locations, and their associated areas, states, and countries.
Note: The spreadsheet is password protected and cannot be edited without the password that Tracmor sent to your account admin.
Editing location information
To edit the information in fields for a location already created, navigate to Admin>Location.
Click on the Location Name of interest in the list view to arrive at these options: Edit, Delete, or Cancel.
Click on Edit to select a different Area — or add a new one by clicking on the (blue) plus icon circled in red. You can also rename the location.
Click on Save of upload your changes.
Applying a filter in the search function is a quick way of creating a list of items you may want to archive or un-archive. Once you have created a filtered list as described above, you can select items by clicking the check box next to each item.
Note: Clicking on the check box at the top of the column selects all items in the list.
To archive (or unarchive) the selected items, click on the yellow icon (upper right corner).
Archived information is still searchable and can be made available by unarchiving it.