Locations
Add locations to your base data. Thus, you can integrate them directly into the jobs. All employees directly see where the project or their job is located.
Add new locations
Please click on "+ New location" or use the + icon when you have already opened the list of locations. A new window will open.
Profile
Please enter all relevant information of the location and optionally add notes. If you need more/other data fields, please create them under Administration > Clients & Locations > Additional data > Locations. If necessary, you can provide additional information to your locations in additional fields. You can also define these fields as required fields (such a field must always be filled) or as a private field (this field is only visible to schedulers).
The map on the right side in the profile shows the location via MapQuest. When you click on it, you will be redirected to Google Maps.
Rooms
Here you can define different rooms of your location. For each room you can enter important information such as the maximal possible number of people. If you need more/other data fields, please create them under Administration > Clients & Locations > Additional data > Rooms. If necessary, you can provide additional information to your rooms in additional fields. You can also define these fields as required fields (such a field must always be filled) or as a private field (this field is only visible to schedulers).
It is possible to upload specific documents for each room.
Rooms can be scheduled similar to your staff and vehicles in a job. That means you can request a room, mark the room as available or directly book the room in a job. If you chose a location for your job, only rooms of this location can be booked. If you didn't mention the location, all rooms could be booked.
Contact persons
Name the person(s) who you are in contact with here. To make a new entry, just click on "+ add contact person". Now you can enter all contact information.
Documents
Upload all relevant documents of the location in this section.
Risk assessment
You can do a risk assessment for the location. To add a new one, just click on "+ Add Risk assessment". A new screen will open. First you enter the title. The respective location is preselected. By clicking on "Risks" (left side) a new tab opens. Now you can add a risk either by choosing one of the previously created risks or by creating a new risk. You can create risks under Administration > Work safety > Risk assessment > Risks. (Please find detailed information about the Risk assessment here.)
Once you have added one or more risks, make sure to set the right status for this risk assessment. By going back to the folder icon (left side), you will see the status of the risk assessment on the right side. You see who is responsible and you can select the status. Please note, only approved risk assessments will be considered in your jobs.
From now on, every time the location is selected in a job, the risk assessment of the job will contain the risk assessment of this location.
Icon "Location"
In all projects and main jobs (with sub jobs) where different locations are selected, you'll find an icon to open the tab "Locations" in your project / main job. This tab shows you a list of all locations selected. This provides you a quick and easy overview of all the different locations of a tour for example. You can also show a map with the different locations.