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How to Manage Office Locations

To manage office locations

  1. Click Admin in the top navigation.
  2. Select Company Settings from the Admin menu.
  3. In the Organization section, click Office Locations.
    • Note: A list of all office locations will be displayed, including the Name, Location, and Active status.

To add a new office location

  1. While in the Office Locations page, click Add in the top right.
  2. In the Add New Office Location page, fill out the required and needed fields.
  3. Click Save.

To configure an office location

To edit an office's general information

  1. While in the Office Locations page, click the Edit icon Pencil Edit Icon.png on the row of the desired office location.
  2. On the selected office location General page, update the needed fields.
  3. Click Save.
    • Note: Saving the above information will leave the page open in order to edit any of the remaining configurations. 

To edit an office's scheduling information

  1. While on the Scheduling Information page, update the Appointment Length, Lead Time, and Scheduling Notes.
  2. Click Save.
    • Note: Saving the above information will leave the page open in order to edit any of the remaining configurations.

To configure the office's inventory

To view/edit the office's inventory settings
  1. While on the office record, click Inventory in the left menu.
    • Note: For an office to maintain inventory items, the Inventory Recipient slider must be set to On. Once set, Read Only details about the office are displayed.
  2. Make any desired changes. 
  3. Click Save.
    1. Note: Saving the above information will leave the window open in order to edit any of the remaining configurations. To exit the window, click the Screen Shot 2019-03-07 at 4.36.00 PM.png icon in the top right.
To edit equipment details
  1. While on the office record, click Equipment Details in the left menu.
  2. Set the Base and Min Levels and select the Vendor for the needed equipment.
  3. Click Save.
    • Note: Saving the above information will leave the window open in order to edit any of the remaining configurations. To exit the window, click the Screen Shot 2019-03-07 at 4.36.00 PM.png icon in the top right.
To edit vendor details
  1. While on the office record, click Vendor Details in the left menu.
  2. Set the Vendor Active sliders appropriately.
  3. Enter the associated Default Branch Number, Retrieval & Processing Methods.
  4. Click Save.
    • Note: Saving the above information will leave the window open. To exit the window, click the Screen Shot 2019-03-07 at 4.36.00 PM.png icon in the top right.
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