Creating Locations

Content Manager Web Client users can create new Locations from the Locations panel or as a part of the Record creation process.

Creating Locations from the Locations Panel

1. On the left panel, click + New.

   The Create new Location page is displayed.

2. From the drop-down list of Location Types, select the type of Location to be created. Select from:

   • Organisation
   • Group
   • Project Team
   • Position
   • Person
   • Venue
   • Committee
   • Workgroup
3. Complete the new Location form (see Creating a Non-Person Location type or Creating a Person Location type for details).
4. Click Save.

Creating Locations from a Record Form

If a user finds that the Location they require does not exist in the Content Manager database (this will be evident by No Matches Found warning being displayed when the Location's last name or name is typed in a Location field on the Record entry form), they can create a new Location. To create a new Location:

1. Click Add (+) on the Location field

2. Select the type of Location to be created. Select from:

   • Organisation
   • Group
   • Project Team
   • Position
   • Person
   • Venue
   • Committee
   • Workgroup

   The Create new location dialogue appears.

3. Complete the Create New Location form (see Creating a Non-Person Location type or Creating a Person Location type for details).
4. Click Save to add the Location to the Content Manager database.

Related information