Creating a Location - Person Type

• First Names - type the first name(s) of the Location.
• Last Name (No Prefix) - type the Last Name of the Location.
• Title - type the Location's title, for example, Dr., Mr., Mrs., Ms.
• Honourific (Long Form) - type the Location's title in it's long form, for example Mister, Doctor etc.
• Last Name Prefix - type the prefix of the Location's last name. This applies to those names that have two components to the surname, for example Robert van Bloom.
• Suffix - type the Location's suffix, for example, BA, PhD. etc.
• Job Title - type the Location's job title.
• Date of Birth - type the Location's date of birth or click and select the required date.
• Gender - select the Location's gender from the drop-down list.
• Salutation - type an appropriate salutation for the Location if required. For example, for the Prime Minister, their salutation would be Dear Prime Minister.

• Unique Name - type the unique name or abbreviation of the Location.
• ID Number - type in the identification number for the Location.
• Internal - select if the Location is internal (within the organisation) or leave unselected if the Location is external (from outside the organisation).
• Organisation - type the Location the Person is associated with, select the appropriate Location from the displayed matches.
• Business Phone - type in the Business Phone number for the Location.
• Cell Phone - type in the Cell Phone number for the Location.
• Fax - type in the Fax number for the Location.
• Home Phone - type in the Home Phone number for the Location.
• E-mail Address - type in an e-mail address for the Location.

• GPS Location - type in the location or click

  See GPS Location

There are two sections for the Physical Addresses of a Location. One for the Street address, the other for the Mailing address.

• Address Type - displays the Address Type of either Street or Mailing.
• Street/Box - type in the Street/Postal Box details of the Location's address.
• City - type in the City of the Location's address.
• State/Province - type in the State/Territory/Province of the Location's address.
• Zip Code - click the KwikSelect to get the list of available zip code. The corresponding State, City, Region and Country is auto populated based on the selection of the zip code.
• Region - type in the Region of the Location's address.
• Country - type in the Country of the Location.

Access Controls for Locations

Displays the Access Controls for the Location:

• Can Use - determines who can view and use the Location.
• Can Update - determines who can modify the Location details.
• Can Modify Access - determines who can modify the Access Control for the Location.
• Can Delete - determines who can delete the Location.
• Manage Group Items (User Labels, Check In Styles,...) - determines who can create and manage group items on behalf of the Location.

Type in any additional information about the Location in the Notes field.

Jurisdictions - if known, type in the Jurisdiction's short name to access a drop-down list of Jurisdictions, click the See more option to navigate through the list of Jurisdictions, or click the KwikSelect to display the Customise Jurisdiction dialogue.
Browse through the listed Jurisdictions and select the required Jurisdiction to add to the Location.
To select a Jurisdiction associated to a Group or Federation, click the next to the top level Jurisdiction to expand the associated Jurisdictions and select from the displayed list. Click Save.

To remove or modify the selected Jurisdiction, in the Jurisdictions field, click the X next to the Jurisdiction name, or click the KwikSelect to display the Customise Jurisdiction dialogue, and then click the X in the selected Jurisdiction's row. The Jurisdiction will become unselected, and if required a new Jurisdiction can be selected. Click Save.