Setup Facilities

The Facilities section (Facility Manager) allows administrators to define physical locations for use across modules. Once added, facilities can be linked to module records via the Basic Info section under Data Entry.

Accessing Facilities

1. Select your profile icon in the top-right corner.
2. Select Setup.
3. In the left pane, select Facilities.

Managing Facilities

• Create New

  1. Select Create New.
  2. Enter the required details: Facility Name, Address, City, State, and ZIP Code.
  3. Optionally enter a description, latitude/longitude, and parent facility.
  4. Select Save.

• Edit/Delete

  • Select View to update facility information or delete the record.

• Import/Export

  • Use the Import and Export buttons in the left pane to manage facilities in bulk.

Once created, facilities appear in applicable modules under Basic Info in the Data Entry dropdown.