Organizing Locations with Areas

Using Areas to Organize Locations

As your location count grows, organizing them into areas makes management much easier.

What Are Areas?

Areas are groupings of locations. Examples:

Building names (Building A, Building B)

Floors (1st Floor, 2nd Floor)

Zones (North Campus, South Campus)

Types (Entrances, Restrooms, Common Areas)

Creating Areas

Areas are created when you add or edit locations:

Edit a location

In the Area field, type a new area name

Or select from existing areas

Save the location

Benefits of Using Areas

Better Organization

Filter locations by area

View area-specific reports

Assign staff to entire areas

Efficient Scheduling

Create schedules for all locations in an area

Ensure complete coverage of a zone

Clearer Reports

See compliance by area

Identify problem zones

Compare performance across areas

Best Practices

Use consistent naming - Decide on a convention and stick to it

Don't over-nest - Keep area structure simple

Match physical layout - Areas should reflect reality

Consider reporting needs - Group locations you want to compare

Renaming Areas

To rename an area:

Edit any location in that area

Change the area name

Update all other locations to match

Merging Areas

To combine two areas:

Edit locations in one area

Change their area to the target area name

Repeat until original area is empty

Using Areas to Organize Locations

What Are Areas?

Creating Areas

Benefits of Using Areas

Best Practices

Renaming Areas

Merging Areas

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