Creating a New Location | OpsAnalitica University

By the end of this section, you will be able to create your own Locations and know how to properly tag them and assign them User Filters.

To view your locations, go to the left navigation menu and select Admin, then Locations
If you wish to create a new location then click the red button in the top right-hand corner that says “+ New Location”.

Field	Required/Not Required	Explanation
Name	Required	The name of the location
External Id	Not Required	This is reserved for an identifier from another system. This is how we link accounts in the OpsAnalitica system with the accounts in an IoT system as an example.
Status	Required	Active means the location is accessible and can be used, Inactive means it is disabled.
Inheritable	Not Required	This means the location would be available to be used in your descendant organizations. We don't usually inherit locations.
Tags	Not Required	The Best Practice is to tag the location with each level in its hierarchy. Store Name District Name All Locations Locations can be tagged with an unlimited amount of tags but these hierarchy tags are a must-have for multi-location tags. With OpsAnalitica's Dynamic Checklists, it is not uncommon to tag the location with other attributes: Equipment types and amounts: Walk-in 1, MR1 - GE 2000K Menu or service items: Pork, or MRI You can even tag a location with how well they perform: Pencil Whipper, Accurate.
Attachments	Not Required	You can upload up to 5 shared documents and 5 linked folders that will be shown on the Locations Information page. Linked folders are preferred because you can make them public and the end users can have access to your document management solution through the platform.
User Filter	Not Required	This field is not required but if you have multiple locations then you will want to use User Filters to limit which locations users automatically see the location from a Completing Checklist and Reporting perspective. If you assign one User Filter to one location in your organization then you will want to have a location have a User Filter to stop notifications from being fired off to all users in the organization. When a location doesn't have a user filter the system sends any location notification to all users because you haven't defined this.
Country	Required	This will determine the drop downs for the state or province.
Address Rows	Required	Address 1, first row, of the address lines are required for the street address. The 2nd and 3rd rows are optional
State	Required	The state can be State or Province. The drop-down list will be populated from the Country you select.
City	Required	The city can be a city or town. The drop-down list will be populated based on the State or Province you select.
Zip Code	Required	The Zip Code can be a postal code. The Zip Code will be suggested by Google but you will have to manually enter this data to Create the Location.
Map	Required	The map starts off completely zoomed out to show the entire earth. You will notice after entering the city that the map should refocus and drop a pin on the address. If the map doesn't refocus you should adjust the address to get it to refocus on the location. We use Google Maps to find the locations and it is imperative that the map refocuses and we capture the locations geolocation from Google. If we don't get the map to refocus then we really don't know where the location is on the earth and that can affect time changes, Day Light Savings Time, and the location's distance from the user.

After you have added the locations name and address, it is then time to tag it with the appropriate tags
- If you are unsure about tagging your location or what tags to use, you can go back to the Location Tags section
Similar to Users, you are unable to delete locations, rather you can make them “active” or “inactive”. You can do this by selecting the dropdown on the top left-hand side of the page and selecting “inactive” (if you want to know the reasoning behind this, please go to our FAQ)
Make sure to save your location, whether editing a current one or creating a new one, by clicking on the red “save location” button in the top right-hand corner of the screen. It doesn’t change automatically.

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