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Creating sites and other locations

The location structure within the  applications has a four-tiered data model, where the second and third tiers can be optional (the fourth tier, however, is required). In effect, the data model can be two, three, or four tiers. The Company field is the first tier, Region is the second tier, Site Group is the third tier, and Site is the fourth tier (where a site is a physical location with a mailing address, such as a building). When you create the location structures, the regions and site groups are used to group sites within a company. Therefore, you must have a list of the sites within a company, and then determine whether regions and site groups are required to arrange the sites in an organized manner that can be used for reporting purposes.

  • Sites identify unique physical locations and are associated with one or more companies.
  • The Company field and Site field are required on all request forms.
  • Workflow can be defined to any level of the location structure.

Related topic

Creating-countries-and-geographic-information

Understanding sites and locations video

Disclaimer

Although the concepts and procedures presented in this video are correct, the user interfaces shown are not current.

icon-play.pnghttps://youtu.be/tE7ZhzJPzj4

To create locations

  1. On the Standard Configuration tab of the Application Administration Console, select the correct company.
  2. Click the Create link next to Location.

  3. Optionally, enter or select information in the Region and Site Group fields.
    You can use the Region and Site Group fields to create a location structure with two or three levels.

    Region

    Geographic areas can be divided into regions. A company can have several regions, depending on how many sites it has and where the sites are located. Examples of company regions are Northwest, Atlantic, and Pacific. Creating regions under a company is done only for reporting in .

    Enter the name of a region to create it. After you add the first site group or site to the region, you can select the region when you add another site or site group.

    Site Group

    Geographic areas can be subdivided into site groups, which are collections of individual locations. A company can have any number of site groups, depending on how many locations it has and where they are. An example of a company site group is ABC Europe Region.

    Enter the name of the site group to create it. After you add the first site to the site group, you can select the site group when you add another site.

  4. Enter the site designation in the Site field.
  5. Enter or select the site address information.
  6. Click Add.
    You can continue to add regions, site groups, and sites. The following figure shows a location being added.

    Example of a Location being added
    location-standard-cf_64229_516.gif
  7. Repeat 3 through 6 to add the locations that you require.
  8. When you are finished configuring the company locations, click Close.

To modify a region

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, choose Foundation > Organizational Structures > Companies and Organizations, then click Open. The Company form appears.
  3. Search for the company.
  4. Select the company, and then click the Advanced Configuration tab.
  5. Click Update Regions. The Region Update dialog box appears.
  6. Select the region to modify. The selected region appears in the field at the top of the dialog box.
  7. Modify the information, and then click Modify.

  8. Click Close.

    To delete a region, select the region in the Region Update dialog box, and then click Delete.

To modify a site group

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, choose Foundation > Organizational Structures > Companies and Organizations, then click Open. The Company form appears.
  3. Search for the company.
  4. Select the company, and then click the Advanced Configuration tab.
  5. Click Update Site Groups. The Site Group Update dialog box appears.
  6. Select the site group to modify. The selected site group appears in the field at the top of the dialog box.
  7. Modify the information, and then click Modify.

  8. Click Close.

    To delete a site group, select the site group in the Site Group Update dialog box, and then click Delete.


 

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