"I'm not superstitious, but I am a little stitious." - Michael Scott, The Office

Offices are buildings, but what is inside of them among the cables, the plaster and the glass windows (for some), are people working, working for a company. A company of people, working.

Being a Company Administrator, it's up to you to manage the data from the working people, within the company which includes ensure the setup is correct for reporting purposes. Luckily within the Locomote Corporate Travel Platform, setting up a Company Office is pretty easy.

But you may be asking yourself, Self - why, oh why do we need a Company Office?

That's simple Self. The purpose of the Office field is for reporting purposes e.g. how many travellers from XYZ Office travelled to Sydney. By reporting, we're keeping the people above happy.

Need to Know

Head Office is a default Office when an account is created.

Create an Office

  1. Click on the user Avatar and select Admin to access the Admin home page

  2. To create a cost centre, in the left-hand panel under Assign Travellers To, click on Offices

  3. Click on + Company office

  4. In the New Office window, fill in the necessary fields (Name & Code) then click Save

  5. A green notification will appear at the top of the page to confirm that the 'Company office was successfully created.'

  6. The newly created office should now appear as an active office, in alphabetical order of the listing within the Offices page.

Edit an Office

  1. Click on the user Avatar and select Admin to access the Admin home page

  2. In the left-hand panel under Assign Travellers To, click on Offices

  3. In the list in Offices, locate the office you require to edit. Offices can be searched on by Name or Code

  4. Once the office has been identified, to edit an office click on Edit next to the appropriate office

  5. Make the appropriate changes (ie. either to Name or Code) and click Save

  6. A green notification will appear at the top of the page to confirm that your changes to the office were successfully updated.

Remember

You cannot delete an Office; this is due to the Office being tied to historical trip data. You can only archive (as shown below) which will keep any historical trip data intact.

Archive an Office

  1. Click on the user Avatar and select Admin to access the Admin home page

  2. In the left-hand panel under Assign Travellers To, click on Offices

  3. In the list in Offices, locate the office you require to archive. Offices can be searched on by Name or Code

  4. Once the office has been identified, to archive an office click on Archive next to the appropriate office

  5. A prompt will confirm with "Are you Sure?" Click Cancel to back out of the archive or click Proceed to proceed with making the Office inactive

  6. A green notification will appear at the top of the page to confirm that the Office has been "Successfully inactivated."

  7. The Office will now appear inactive in the list, where the office name (in blue hyperlink) to assign travellers is unable to be clicked on

  8. To edit or change an inactive office, you will need to reactive the Office first.

If you need to Add or Remove Travellers from an Office, please refer to this article.

Note

Offices data can be exported by clicking Export to CSV in the header bar (to the right of + Company Office). This will produce a basic report of Offices, with created, updated and deleted (archived) dates.

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