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Location Creation and Management

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Written by Michael Ho

This feature allows administrators to create, edit and delete Locations that can be added to an employee's profile and various different locations in ELMO.

How do I add a location?

1. Navigate to Administration → General → Locations.

2. Click on the Add a new location button.

Add a new location button

A new page appears allowing you to specify the location details, including:

  • Parent: Enables you to search through the list of existing locations and designate one as a parent location.

  • Default Language: Enables you to specify the default language for the location.

  • Title: This is the name of the location.

  • Location ID: The unique identifier for the location.

  • Enter your address: Allows you to input the address of the location and verify the details through Google Maps. Once you have selected your address, it will auto-populate the fields below.

  • Description: A brief description of the location.

Location Details Form

Once this section has been filled in, click on the Save button. The location has now been created.

How do I copy a location?

1. Navigate to Administration → General → Locations.

2. Expand the Actions menu by clicking the dropdown arrow. From the displayed list, select Copy.

Copy Action

A new page appears, allowing you to modify the details of the location. Once you have modified the details click on the Save button. The location has now been copied, and a new one created.

How do I disable a location?

1. Navigate to Administration → General → Locations.

2. Expand the Actions menu by clicking the dropdown arrow. From the displayed list, select Disable.

Disable Action

A pop-up window appears confirming that you want to disable the location. Click on the OK button to disable the location.

Disable Confirmation

The location has now been disabled.

⚠️ A location cannot be disabled if it is assigned to a user.

How do I enable a location?

1. Navigate to Administration → General → Locations.

2. Expand the Visibility menu by clicking the dropdown arrow. From the displayed list, select Show Disabled Only.

Show Disabled Only

3. Expand the Actions menu by clicking the dropdown arrow. From the displayed list, select Enable.

Enable Action

A pop-up window appears confirming that you want to enable the location. Click on the OK button to enable the location.

Enable Confirmation

The location has now been enabled.

How do I edit a location?

1. Navigate to Administration → General → Locations.

2. Expand the Actions menu by clicking the dropdown arrow. From the displayed list, select Edit.

Edit Action

A new page appears, allowing you to modify the details of the location. Once you have modified the details click on the Save button. The location has now been updated.

How do I import a location?

1. Navigate to Administration → General → Locations.

2. Click on the Export to CSV. This downloads a copy of the location template. This file will include all of your currently enabled locations.

Export to CSV button

3. Once you have completed the CSV template, click on the Import button.

Import button

4. Click on the Choose file button and select the file from your computer.

Choose File button

5. A summary appears displaying any invalid rows and a summary of the information that is being uploaded.

If the information is correct, click on the Confirm button to complete the import process.

Import Summary

The page will update and provide you with a summary of your import.

Import Summary Page

❗ Common errors:

  • Duplicated Location IDs

  • Country is listed as a word instead of the Country Code

  • State/Region is listed as a word instead of the State/Region Code

  • Yes is listed in the enable column instead of "1"

  • Not all of the required columns are populated

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