Location Management

Modified on Thu, 14 Mar, 2024 at 1:31 PM

What is Location in MaintainNow CMMS? 


        In a CMMS application, a "Location" refers to a specific physical area, site, or facility within an organization where maintenance activities are performed. 

Locations are used to organize and manage assets, work orders, and other maintenance-related information. 

They can range from entire buildings or factories to individual rooms or areas within a facility.


Getting Started


 Location List

  • Location List: On the Locations screen, you will see a list of all locations. You can search for a specific location by name using the search bar at the top.


Location Detail

  • Location Details: This page displays information about the location, including assets located there and work orders created for that location & assets.


Adding a New Location

  1. To add a new location, click on the "Add Location" button on the Locations screen.
  2. Fill in the required fields, such as the location's name, address, and phone number. You can also add a description for the location.
  3. Optionally, you can assign users, teams, and suppliers to the location. Use the respective multiselect dropdowns to select the desired entities.
  4. Once all the information is filled in, click the "Check" button on the top right to create the new location.




Editing a Location

  1. To edit an existing location, go to the Location Details screen of the location you wish to edit.
  2. Click on the "Edit" button. This will allow you to modify the location's information.
  3. Make the necessary changes and click the "Save" button to update the location details.



Deleting a Location

To delete a location, go to the Location Details screen of the location you wish to delete.

Click on the "Delete" button. You will be asked to confirm your action.

Confirm the deletion to remove the location from the system.

Assigning Entities to a Location

Assigning Users

  1. On the Add/Edit Location screen, scroll down to the "Assign Users to this Location" section.
  2. Use the User Multiselect dropdown to select the users you wish to assign to the location.
  3. The selected users will be displayed below the dropdown. You can remove a user by clicking the "X" next to their name.


Assigning Teams

  1. On the Add/Edit Location screen, scroll down to the "Assign Teams to this Location" section.
  2. Use the Team Multiselect dropdown to select the teams you wish to assign to the location.
  3. The selected teams will be displayed below the dropdown. You can remove a team by clicking the "X" next to their name.


Assigning Suppliers

  1. On the Add/Edit Location screen, scroll down to the "Assign Vendors/Suppliers" section.
  2. Use the Supplier Multiselect dropdown to select the suppliers you wish to assign to the location.
  3. The selected suppliers will be displayed below the dropdown. You can remove a supplier by clicking the "X" next to their name.



Tips and Tricks

  • Use the search function on the Locations screen to quickly find a specific location.
  • Ensure all mandatory fields are filled out when adding or editing a location to avoid any errors.
  • Regularly review and update the assigned users, teams, and suppliers to keep the location information up to date.

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