Locations Tab

Administrators or users with Add/Edit Locations permission can manage locations for their organization. A user with View Location permission can access the Locations tab but cannot modify the company's Locations. Assigning a location allows easy categorization of reports when searching, sorting, or filtering. 

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Adding a New Location

1. Select the Locations Tab.

2. Select the 'Add Location' icon to load the Add Location page.

3. Add as much information as you wish. It is not necessary to complete all fields.

4. Click ‘Save’ to close and save the location entered.

5. Alternatively, click ‘Cancel’ to exit without saving.

You cannot change the location name to a location name that already exists in the CMS.

Editing Locations

Use the edit feature if you need to make any changes to a Location or if you need to add additional information. 

To edit an existing location:

1. Select the Locations Tab.

2. Select the ‘Edit Record’ icon to load the Edit Location page.

3. Change as much information as you wish. It is not necessary to complete all fields.

4. Click ‘Save’ to close and save the location changes.

5. Alternatively, click ‘Cancel’ to exit without saving. 

You cannot change the location name to a location name that already exists in the CMS.

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Assigning a New Location on an Incident Report 

If you wish to assign the new location to an incident report:

1. Navigate to the Incident Reports tab.

2. Click the ‘Edit Record’ icon for a specific incident report.

3. Select your new Location from the list.

4. Save and close the edit view.

5. If the location 'Other' is selected, text may be entered into the adjacent field to specify the actual location.

Inactive Location

A location can be made inactive by checking the Inactive checkbox. This will prevent that location from being listed in the Location dropdown field on the Add/Edit Incident Report pages. Inactive locations cannot be included in a new auto-assignment rule.

Delete a Location

​Delete a location by clicking the delete icon in the row of the location you wish to delete. After you click on the deletion icon, you will need to confirm the deletion. 

A location cannot be deleted if it is referenced on any reports in the CMS. The location 'Other' cannot be deleted unless it's the last remaining location.

Locations and Auto-Assignment Rules

All existing locations listed on the Locations page can be used in auto-assignment rules.

Adding Multiple Locations

Multiple locations can be added in bulk by clicking on the 'Add Multiple Locations' button on the 'Add Location' page shown below:

Clicking the 'Add Multiple Locations' button opens the 'Add Locations' page shown below. Each location should be entered on a separate line. Any location entered that already exists will be ignored when saving.  After adding locations in bulk, to fill in specific details for each location, use the Edit Record icon on the row of each location on the Locations page.

Note: If the company has enabled the option 'Use CMS Locations on Web Reporting Page' through Syntrio, all locations added on this page will be included on the company's incident reporting web page location dropdown list with a display order of 1. The location text in the web reporting location dropdown list will be a concatenation of Location Name, Address1, Address2, City, State, and Zip fields and will be limited to a total of 110 characters in length.