Support  ·  Forms and approvals

Locations

The sites, buildings, and offices people pick on a ticket, with their codes and areas.

Locations are the places people pick on a ticket: an office, a building, a warehouse, a shop. Knowing where the problem is helps the tech get there, and lets reports and routing rules sort tickets by place.

Add a location

1. Click Add location.
2. Fill in the Site name and Site code.
3. Pick or type a Site type, like “Office” or “Warehouse”. The box suggests the types you’ve already used, so they stay consistent.
4. Add the Address if it helps.
5. Add an Area if you group your sites. More on that below.
6. Click Save.

Site codes

Every location needs a code of 3 to 8 letters or numbers, with no spaces, like “HQ01” or “WH02”. It’s saved in capitals, and no two sites can share one. If you keep an asset list, use the same codes it does, so tickets and assets name places the same way.

Codes show up in reports, so pick them carefully and avoid changing them later.

Site types

The type is required. The Locations list is sorted by type, then by name, so a good set of types keeps a long list easy to scan.

Areas

An area is a group of sites, like “North”, “Downtown”, or “District 1”. It’s optional, but it’s worth setting once you have more than a handful of sites:

• On forms, the location list is grouped by area. Sites with no area show under “Other sites”.
• Reports can filter by area.
• Routing rules can check a ticket’s area, so you could send every ticket from one area to the team that covers it.

Like site type, the Area box suggests areas you’ve already used.

Turn a site off

When a site closes, untick Active and save. People can’t pick it on new tickets, and old tickets keep it. Turned-off sites are hidden from the list until you click Show turned off at the bottom.

A site with no tickets can be deleted from the bottom of its page once no rule or recurring ticket uses it. See Deleting settings.