Create a new location/sub-location

Add a place: 

When should a location be created?

• A new location or building is added
• A new charging point is added
• An existing location needs to be organised

---

Steps for creating a location

• Click on ‘+ Add location’

• Enter the required information:
  • Name (must be unique and clear)
  • Type (e.g. building, garage, etc.)
  • Address
  • Town
  • Postcode
• (optional)
  • Upload image
  • Select location on the map
  • Add description
• Click on ‘Add location’ to save

Incorrect addresses or names can lead to confusion when reporting and mapping.

Best practices

• Use consistent naming conventions (e.g. city – town name)
• Ensure the address is correct
• Keep the naming simple and unambiguous

---

What happens after creation

• The place is displayed in the list
• You can:
  • Add sub-locations
  • Assign devices
  • Add contacts

Manage the location hierarchy (sub-locations)

Purpose

Sub-locations allow you to organise locations within a structured hierarchy.

---

Example structure

• Main location
  • Building A
    • Floor 1
    • Floor 2
  • Car park

---

Administration office

• Open location
• Switch to the ‘Sub-locations’ tab

---

Available actions

• Show hierarchy
• Expand/collapse structure
• Add new sub-location
• Move sub-locations

---

Why hierarchies are important

• Enables better segmentation of reporting
• Helps with the management of large assets
• Keeps the system organised

A hierarchy enables better segmentation of data and improves the accuracy of reporting.

---

Important behaviour

• Data from sub-locations is included in the parent location if the toggle function is activated in the location overview
• Devices assigned to sub-locations are rolled up to the parent location

---

Best practices

• Avoid unnecessarily deep levels
• Keep the structure logical
• Use clear naming conventions