What is the Locations Section in Settings?

The Location Management feature in Settings > Locations allows you to manage all locations within your organisation from a single screen. From here, you can view, create, search, and delete location records.

Each organisation maintains its own set of locations. Locations created in one organisation are not visible or accessible in another.

Keywords: location management, settings locations, manage locations, create location, address management, organisation locations, location configuration

Access Locations

Go to Settings > Locations to open the Locations board.

On this screen, you can:

1. View all existing locations
   

1. Search for a location using the search bar
   

1. Click the refresh icon to update the list
   

How to Create a Location

1. Click the plus (+) icon

The location form appears

2. Enter the required details:

Field	Definition
Name	Enter the name of the location
Category	Select the type of location (e.g. retirement village, home care, others)
Unit Number	Enter the unit or apartment number (if applicable)
Street Number	Enter the street number
Street Name	Enter the street name
Suburb	Enter the suburb
State	Select the state
Postal Code	Enter the postal code
Country	Select the country

3. Click Save. The new location appears on the Locations board.

Locations Board

The Locations board displays all locations in a table with the following columns:

Field	Definition
Name	Displays the name of the location
Category	Displays the type of location (e.g. retirement village, home care, others)
Unit Number	Displays the unit or apartment number associated with the address
Street Number	Displays the street number of the location
Street Name	Displays the street name of the location
Suburb	Displays the suburb of the location
State	Displays the state of the location
Postal Code	Displays the postal code of the location
Country	Displays the country of the location
Actions	Provides the option to delete the location

How to Delete a Location

1. Find the location on the Locations board.

2. Under the Actions column, click the trash icon next to the location.

3. Click Delete to confirm the deletion.

This topic explained how to access and manage Locations in the Settings area. This supports efficient location data management across your organisation. For more information about location management, contact the CareVision Support Team.

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