The locations of the organization are the work places of its users. Locations can also be public offices where the public can interact with the organization. All locations have an address. Note, however, there can be multiple locations at the same address. For example, there can be multiple locations within an office block. All locations also have an operating status which indicates whether or not the location is in use.
The location hierarchy displays the parent/child relationship between locations. Once the location structure has been created, it can be viewed from the location structure home page. Users can also choose to browse the location structure in a tree view. The tree structure allows the relationships between locations to be seen clearly. From both views, locations can be added to the structure. The entire location structure is visible in both the tree structure and the standard application view.
There can be multiple location structures within the organization. However, there can be only one active structure at any time. This allows active and in edit structures to exist simultaneously. A location structure must be activated before it can be used. When a new location structure is activated, it supersedes the existing active structure.
Locations can be secured. Location security limits user access to case and client information based on a comparison of a user's location, the location of their position or positions, and the location of the case/client information. The location of a case is taken as the location of the primary client in the case.
Additional information that can be maintained for each location includes location holidays, resources, and schedules.