Creating or modifying Location data
Create Location-data to represent an organization's physical such as office building or warehouse, or logical location such as sales region. The Location data is further extended to a Region, Site, and Site Area. Location data represents an organization's physical and logical locations.
To create Location data
- Log in to BMC Helix Innovation Studio and navigate to the Administration tab.
Select Foundation Data > Manage Locations and perform the following steps based on the location you want to create:
Task
Action
To create Region
- Select Region, click New, and enter information in the appropriate fields:
- In Region Name, provide a meaningful name for the organization.
- From the Region Type list, select the types that the primary organization belongs to. You cannot create new types of primary organizations.
- From the Status list, set the status for the organization. This indicates the organization's activity level, such as Enabled or Obsolete.
- From the Domain tag list, select the domain-specific tags for your organizations. This restricts the organization data to the specified domains.
- Click Save.
To create Site
- Select Sites, click New, and enter information in the appropriate fields:
- In Site Name, provide a meaningful name for the organization.
- From the Site Type list, select the types that the primary organization belongs to. You cannot create new types of primary organizations.
- From the Status list, set the status for the organization. This indicates the organization's activity level, such as Enabled or Obsolete.
- From the Domain tag list, select the domain-specific tags for your organizations. This restricts the organization data to the specified domains.
- Click Save.
To create Site Area
- Select Sites.
- From Manage sites page select the Site for which you want to create site area, click New Site Area, and enter information in the following fields:
- In Site Area Name, provide a meaningful name for the organization.
- From the Site Area Type list, select the types that the primary organization belongs to.
- From the Status list, set the status for the organization. This indicates the organization's activity level, such as Enabled or Obsolete.
- Click Save.
- Select Region, click New, and enter information in the appropriate fields:
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