What is a location record
You can add a location record to update the location properties. Please ensure that you have created location properties before creating a location record.
How to create a location record
Start at step 1 if the forms haven't been created; otherwise, continue with step 2.
Step 1: Create a form
Go to the Configure Portal via the 3-dot menu.
Navigate to the Form Library.
Click Add Form to create a new form.
Enter the form details, ensuring that the location form type and a specific entity level are selected. Then click Create.
Then you will be navigated to the Questions section to add questions.
We recommend using the guide below to help you create a form.
Step 2: Add sections and questions
💡Tips
Use the General Questions/Checkbox/Repeater section when you need to record temporary information, such as:
Short-term location notes
Use the Location Properties section when you need to update or manage location properties, such as:
Mattress turning record
Room status
Below is an example of creating a location record to update room status:
Go to the Questions tab, click Add Section.
Select the Location Properties section.
Click Link Property and pull through the desired properties.
Step 3: Turn the form into a record
Select Assign Workflow and select + Create Record.
If Assign Workflow is hidden but Usage shows, the form has been used. Open the Configuration menu (cog) and choose Add Record.
Enter the record details.
Record Name: The name of the record.
Owner: Which site owns and accesses this record.
Department: Which department owns this record.
Completed At: The completion level determines the business entity level at which this record must be completed.
Add Responsibilities.
Monitor: Who will be completing the record.
Manager: Who will be managing the record.
Observer: Who will be overseeing the record.
Edit Workflow Settings.
Access from QR Code Only: Allows users to access this record via the QR code only.
Submit with Silent Actions: Whether an action plan can be generated without notification.
Enable Anonymous Submission (Public Access): Whether the record can be access by the public.
Add prefix and suffix if applicable.
Prefix Property: The value that will be added to the beginning of the title.
Title Property: The value that will replace the title.
Suffix Property: The value that will be added to the end of the title.
A new tab titled Progress States will appear, allowing you to add additional progress states.
To set up notifications for important events related to this record, please refer to this guide:
Step 4(Board module only): Link the record to the board
If the location record is applied to a smart board, follow these steps to link the record:
Go to the board that needs the location record.
Scroll down to the Workflow section.
Select 'Pre-Selected' in the Link Record field and choose the relevant record in the Record field.
☺️ Have questions or need support? Reach out to us at email. We're here to help!