Location List: General Navigation

Location List: General Navigation

Purpose Statement

The Location List within the Assets module provides comprehensive navigation and management tools for all department locations and stations.


Background Information

Location management is fundamental to effective Fire/EMS asset tracking and operational oversight. The Location List serves as the central hub for managing all department facilities, stations, and storage locations. This interface supports multiple view types, advanced search capabilities, and bulk operations to accommodate departments of various sizes and organizational structures. Proper location management ensures accurate asset assignment, improves response coordination, and supports compliance reporting requirements.


Required Permissions

Users must have appropriate permissions within the Assets module to access and manage locations. Required permissions typically include:

  • Assets module access
  • Location List viewing permissions
  • Location creation/editing permissions (for administrative functions)

Contact your system administrator if you cannot access the Location List or specific management functions.


Video



Step-by-Step Guide


1. Click on Location List within the Assets Module.


Click on Location List within the Assets Module.


2. Selecting the dropdown will reveal any Predefined, Custom, or Favorite Views.


Selecting the dropdown will reveal any Predefined, Custom, or Favorite Views.


3. Selecting the ellipsis allows users to Edit, Clone, Copy the Link or Delete Existing Views and Add new Views.

Info
  • The Edit feature is only available for Custom Views and dependent upon if said view allows edits.

  • Edit and Delete are not available for Predefined Views; they can only be Cloned.


Selecting the ellipsis allows users to Edit, Clone, Copy the Link or Delete Existing Views and Add new Views.



4. Selecting New Location allows users to add new locations or stations.


Selecting New Location allows users to add new locations or stations.


5. Selecting the Actions Dropdown allows users to bulk import new locations or stations.


Selecting the Actions Dropdown allows users to bulk import new locations or stations.


6. The search field allows users to type in characters from the different columns to locate a specific location.

Info
This field supports "fuzzy search"


The search field allows users to type in characters from the different columns to locate a specific location.


7. The Filter makes for an efficient way to search large lists.


The Filter makes for an efficient way to search large lists.


8. Selecting the Hyperlink will direct Users to that location's Overview record.


Selecting the Hyperlink will direct Users to that location's Overview record.


9. Selecting the edit pencil or delete icon will allow users to edit or delete location records.


Selecting the edit pencil or delete icon will allow users to edit or delete location records.


10. Selecting the numbers next to Show will change the pagination for the list. The download icon will download the list as a CSV file.


Selecting the numbers next to Show will change the pagination for the list.  
The download icon will download the list as a CSV file.


Best Practices

Do:

  • Use descriptive location names that clearly identify facilities
  • Regularly review and update location information for accuracy
  • Utilize custom views to organize locations by operational needs
  • Apply filters to efficiently navigate large location databases
  • Export location lists for backup and reporting purposes

Don't:

  • Delete locations that have associated assets or historical data
  • Create duplicate location records for the same facility
  • Use unclear or abbreviated location names that may cause confusion
  • Skip saving changes when editing location records

Troubleshooting & FAQs

Q: Why can't I edit or delete a predefined view? A: Predefined views are system-generated and cannot be modified or deleted. You can clone predefined views to create custom versions that can be edited.

Q: The search function isn't finding my location. What should I try? A: The search uses fuzzy search across multiple columns. Try using partial location names, abbreviations, or other identifying information. Also check if filters are limiting your search results.

Q: Can I recover a deleted location record? A: Deleted location records cannot be recovered. Ensure the location has no associated assets or historical data before deletion.

Q: What's the difference between cloning and copying a link for views? A: Cloning creates a new custom view based on the existing view settings. Copying a link provides a shareable URL to the current view configuration.

Q: How do I know if a location has associated assets before deleting it? A: Click the hyperlinked location name to access the Overview record, which shows all associated assets and equipment assigned to that location within the the Storages section of that Overview.


Additional Considerations

View Management Strategy

Consider creating custom views for:

  • Active stations vs. reserve facilities
  • Geographic regions or districts
  • Location types (stations, training facilities, storage)

Data Export Applications

Location list exports are useful for:

  • GIS mapping and analysis
  • Emergency planning documentation
  • Compliance reporting requirements
  • Integration with external systems

Search Optimization

To improve search efficiency:

  • Use consistent naming conventions for locations
  • Include relevant keywords in location descriptions
  • Consider using location codes or identifiers
  • Regularly clean up outdated or duplicate location records

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