Creating Locations
Your ability to view, modify and create Locations is controlled by Location permissions.
- From the Search menu, select Find Locations
- Click OK.
All Locations in the dataset appear.
- Right-click in the list pane and from the New Location menu, select the type of Location you want to create:
- New Organisation
- New Person
- New Position
- New Committee
- New Project Team
- New Group
- New Venue
- New Workgroup
- New Storage Provider
To create a new Location within an Organisation/Unit or Position, right-click it and select New Child Location. Use this function when you want the new Location to inherit details from its parent Location.
NOTE: New child Locations will not inherit any security defaults from the parent Location.
- Complete the required fields on each page:
NOTE: To search for a Location option, on the Location dialog box, click in the Search field and type in a word or phrase that is in the option's caption. The list of Location pages will reload to display the pages that have an option that contains the searched word(s). Click on the displayed pages to find the required option. To reset the pages back to the default list, click the Clear button in the search field.
- Location General page
- Address page
- Electronic Addresses page
- Associations page
- Network Login page
- Profile page
- Location Access Controls page
- Active page
- Notes page
- Governance page
- Modifying Additional Field data
- Location Storage Provider page
NOTE: Special characters in Location names
You can use any characters from the Windows 1252 character set at http://www.microsoft.com/GLOBALDEV/Reference/sbcs/1252.mspx.
However, the percentage character (%) is supported, but may result in some inadvertent matches in Location searches. The asterisk character (*) is supported, but may cause confusion as it is usually used as a wildcard search character.
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