Select Value (Select a Location)

Use the Select Value dialog box to select a location for a ticket. You use several filters to search for a location. After you select a location, the service address and responsible customer for the location are copied to the ticket.

For more information about service addresses for locations, see the Locations (SP) help.

For more information about responsible customers, see the Customers (SP) help.

To select a location with the Select Value dialog box:

  1. Display the record for which you want to select a location.

  2. Next to the Location field, click Detail Menu > Select Value. The system displays the Select Value dialog box.

Note: The list of locations is always filtered by the asset site. Typically, the asset site is the site of the affected person. However, the system might copy the asset site from an originating service request if your administrator has configured the system to behave this way.

  1. To filter the list of locations, select one of the following options from the Filter By drop-down list:

  2. All—To see all locations available to the affected user, select All and click Refresh. All locations available to the affected user are displayed. The affected user does not have to be a user or custodian of the displayed locations.

  3. Public—To see all public locations for the asset site, select Public and click Refresh. Public locations are locations that do not have associated users or custodians. All locations that do not have associated users or custodians are displayed.

  4. User/Custodian—To see all locations for the affected person when the affected person is a user or custodian of a location, accept the default selection (User/Custodian) or choose User/Custodian and click Refresh. All locations where the affected user is a user or custodian of a location are displayed.

To see locations for a different user and/or custodian, in the User and/or Custodian field, enter a value or click Select Value next to one or both fields and choose a new value. Click Refresh to refresh the list. All locations for the selected user and the selected custodian are displayed.

  1. If the selected location has only a single asset associated with it, that asset identifier is entered in the Asset field.

  2. Click Save Record to save your changes.

Tip: You can view associated contracts, work orders, PMs, location details, and tickets for a selected location by selecting the appropriate option from the Detail Menu next to the Location field.