Locations

Here, you enter all the Locations you wish to have in Compliance Suite.

When you select a location for a person, the data for the location is transferred to the person in the connected systems.

Locations have a default language, which is transferred to a newly created person.

Click on"Organization | Locations" to see all Active Locations in the system:

How to create a new Location

Click on "+New" in the menu bar to create a new location:

Fields to be filled in:

Field Name	Type	Description
Name	Text	Enter the name of the new location.
Location ID	Text	Enter ID of the new location.
Location Type	Look-up	Select a type from the Type list.
Address 1	Text	Enter address at location.
Address 2	Text	Enter address 2 at location.
Address 3	Text	Enter address 3 at location.
Zip Code	Text	Enter Zip Code at location.
City	Text	Enter City at location.
Region	Text	Enter Region at location.
State	Text	Enter State at location.
Country	Text	Enter Country at location.
Default Language	Look-up	Enter Default Language at location.
Category	Look-up	Enter Catagory at location.
Description	Text	Enter a longer description.

Field Name

Type

Description

Name

Text

Enter the name of the new location.

Location ID

Text

Enter ID of the new location.

Location Type

Look-up

Select a type from the Type list.

Address 1

Text

Enter address at location.

Address 2

Text

Enter address 2 at location.

Address 3

Text

Enter address 3 at location.

Zip Code

Text

Enter Zip Code at location.

City

Text

Enter City at location.

Region

Text

Enter Region at location.

State

Text

Enter State at location.

Country

Text

Enter Country at location.

Default Language

Look-up

Enter Default Language at location.

Add Menu to your Location

In the "Menu" tab, you can add existing menus to the location. This may be relevant if there is a need to quickly order access to a specific system or application for the persons linked to the given location. To add menus, click on "Add Existing Menu".

You can learn more about menus in Compliance Suite in this article.

Add Location Set

Add Location Sets to your new Location in the "Location Sets" tab and then on the "Add Existing Location Set" tab:

You can learn more about Sets in Compliance Suite in this article.

Add Assets to a Location

It is possible to add Assets to a Location. This is most often done to keep track of the physical location of the organization’s assets. You can add both existing and new Assets to a Location by clicking on "Add Existing Asset" and "+New Asset", respectively.

Learn more about Assets in Compliance Suite in this article.