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How to create Locations | v8+

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Many data types in Certero can be assigned a Location, for the purposes categorising data, filtering reports, and using within Reporting Levels to provide focused views. This article explains how to create a custom location hierarchy to suit your own organisational requirements.

The Location hierarchy is managed from the Global Settings menu by users who are members of the SysAdmin role:

In the Manage Location dialog, admins can browse and modify the Location hierarchy:

To enable Locations to appear on dashboard map visuals, they can have mapping coordinates assigned. Select the Location and choose Set Location as seen in the previous image.

Scroll and zoom the map to find the required point, then choose the marker icon and place it on the map, then save.

To unassign coordinates, open the Set Location dialog and choose Clear All then save.

Notes:

  • Locations can be assigned manually to single or multiple records or assigned automatically using criteria-based Object Rules .

  • Only bottom-level child Locations in the hierarchy can have their coordinates managed.

  • The icons in the Location hierarchy will vary depending on the location’s hierarchical rank and whether coordinates have been assigned.