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How Do I Add A New Location For Reporting?

1

Select the Management task from the Backoffice Menu.

2

Start the Locations task from the Management menu.

3

It is good practice to check if the location you want to add already exists in the system. If you are sure the location is not in the system then go to 5.

4

Find the location you want (press the Location button to start the search). Click the Search button.

If your location is listed then you don't need to add the location and you are finished.

If no locations are found, the system displays a message 'No records were found matching the criteria'. Click the OK button to remove the message. You will need to add the location. Press the Cancel button to close the Location Search window.

5

Click the New button.

6

Enter a new code for the location and click the OK button.

7

Enter the location's name.

8

Set the Location Type to 'Group'.

9

You need to specify the locations that this group reports on. However, you have not yet set up the specific locations. When you do make sure you indicate that this location group contains the specific location.

10

Click the Save button.

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