Defining locations

Locations are the top level of the equipment hierarchy and, like other equipment, can have parents and children with many sublevels. For example, a facility can be a parent to children such as wings, floors, and levels.

Locations can also mean two different things. One location can tell you a piece of equipment’s physical location, such as the pump in Boiler Room 2. Another location can be equipment itself such as Boiler Room 2. Keep in mind that equipment keeps its location until it is move. In other words, it can only be in one place at one time.

Note: Set up parent locations before setting up child locations. You cannot delete parent locations if child locations exist.

To define locations:

  1. Select Equipment > Locations.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization to which the location belongs if you use multi-organization security.
    Location
    Specify a unique code identifying the location, and then specify a description of the location in the adjacent field.
    Department
    Specify the location’s department.
    Class
    Specify the class of the location.
    Safety
    Select to observe safety precautions when working at this location.
    Out of Service
    Select if the location is not used.
    Cost Code
    Specify the location’s cost code.
    cGMP
    Select to indicate that the equipment is subject to cGMP standards. Specify the following Call Center Details:
    Calendar Group
    Specify the calendar group for the location. The system automatically populates Calendar Group Org.
    Penalty Factor
    Specify the penalty factor for the location.
    Minimum Deduction/Currency
    Specify the minimum deduction allowed. Specify the Hierarchy details.
    Parent Location
    Specify the parent location. The system automatically populates Safety Date Review Required and Safety Reviewed By if the selected equipment has hazards and precautions added on the Safety page.
  4. Click Save Record.

    If a review has been performed on the Safety tab, the system automatically populates Safety Date Review Required and Safety Reviewed By.

    If a review has been performed on the Permits tab, the system automatically populates Permit Date Review Required and Permit Reviewed By.

    If a review has been performed on the LOTO tab, the system automatically populates LOTO Date Review Required and LOTO Reviewed By.