Creating a location and facility manager

  1. Sign in as Health & Safety Management.
  2. Select Set Up > Locations > Locations.
  3. Click Create.

    The Facility page is displayed.

  4. Specify this information:
    Effective Date
    Specify the date the location was created or updated.
    HR Location
    Specify a valid location code.
    Description
    Provide a detailed description of the location.
    Active
    The new location is created in active status by default. Clear the check box to inactivate it.
  5. On the Location tab, specify this information:
    Country
    Select the country then click OK to display additional address fields.
    Address/City
    Specify the address and city.
    State or Province
    Specify the state or province.
    Zip or Post Code
    Specify the ZIP or postal code.
    County/District or Region
    Specify this information, if prompted.
    Other Location
  6. Click Save.
    The Facility Manager tab becomes available.
  7. Optionally, on the Facility Manager tab, select a resource from the list of managers for that location.
    If no one is listed, then create a location manager.
  8. Click Save.