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Location Groups

Stephanie Jarm avatar
Written by Stephanie Jarm
Updated over 2 years ago

Introduction
Groups in Blanket are a feature that helps you keep your locations organized in a well-structured manner. With the group feature, you can create your own map of locations and use it for simple filtering data in the Reports tab or create accurate scheduling settings for your daily checklists.

Groups can be created by any criterion - business type, brand, geography, or anything that works for you.

For example, here is how a group tree can be structured by geography:

A single group can have a parent group above it, and either other sub-groups or locations inside. Don't worry if it sounds hard to manage, let's go through quick examples and you will love this feature!

Create A Group
To create a group, you must have Location Management permissions turned on for your position. If you do not, contact your Admin to grant this permission.

All things related to the group management located in Blanket web-app → Settings → Locations → Location Group tab. Find a blue button at the top right, click on it to begin.

You'll be taken to this New Group creation page. See below.

Always begin with the Groups that will sit directly above your locations. Work up towards Parent Groups.


So, let’s start with creating your first group.

  1. Give your group a name.

  2. Add locations.

  3. Click Save, or Save + Another

Make all of the groups that contain locations first. You can leave this structure as is, or you can build a parent group to these. To do that, repeat the process above, except this time, instead of adding locations, you'll select add sub-groups.

All of the groups you created earlier will appear in a drop-down menu. Once you add a Sub-Group to your new group, this becomes a Parent Group. You can make as many layers of groups as you want.

One location can belong to multiple groups, but a sub-group can only belong to one parent group.

Why would you want to have one location in 2 groups?

Let's look at an example; where Location 14 is a drive-through, but also belongs to District 2 inside Region 1.

When designing list templates, you may need a different checklist or audit templates for drive-through vs non-drive-through. So having these grouped separately will make adding locations to the templates very fast. In the template builder, when setting up Access and Scheduling, notice that you can apply a template to an entire group.

Reports are another reason for groups. With the group selector in the filter set, you can choose to look at a selection of locations by district, or by type (drive-through or not).

So using groups to organize your locations gives you more flexibility in how you want to view their performance. View by District, View by Type, View anyway you want!

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