Select Value

You can select a location for a record. You might do so if the issue you are reporting or working on involves a location.

This topic explains how to use the Select Value option from the Detail menu. You also can select a location by choosing other options from the Detail menu. For assistance with a dialog box for another option, select the Help icon in the dialog box.

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 is always filtered by a value in the Asset Site field. By default, this is the site of the person record in the Affected Person field. However, it might be copied from an originating service request if your administrator has configured the system to behave this way.

  3. In the Select Value dialog box, use the Filter By value list to choose the way you want the system to filter the list. You can filter the list by choosing one of these values from the Filter By value list: All, Public, or User/Custodian. The default User/Custodian is the affected person specified on the record.

  4. To see all locations for the affected person when the affected person is a user or custodian of a location, accept the default display (User/Custodian) or choose User/Custodian and click Refresh. The system displays all locations where the affected user is a user or custodian of a location.

    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. The system displays all locations for the selected user and the selected custodian.

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

  6. 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. The system displays all locations that do not have associated users or custodians.

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

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.