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Locations

Locations record where your work takes place, such as a state, a county, or a region. They let a field team find every task and document for the sites in its area, and show where the firm's work is. Locations is EVX Software's suggested name for this dimension; its system default name is Countries.

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What locations organize​

A project carries its location. In EVX Software's suggested setup, three records also ask for a location on their own forms:

  • Notes
  • Tasks
  • Files

Records classified in a project can fill in the project's location automatically. See Decide what fills in automatically. A task can take several locations, for work that spans sites.

The locations in the suggested setup​

The demo installation uses states, such as AZ, CA, NJ, OK, and UT, with areas inside some of them, such as the four under TX. Each location has a name, a color, and a description.

Filter by location​

Show Locations in the left panel with View more if it isn't there, then select a member to narrow every tab to its records. Combine it with other members: select TX and Tasks to see every open task for Texas sites, whatever the project. See Filter with dimensions.

Setting it up for your firm​

  • Use the level your teams plan by: states for a national firm, counties or regions for a local one.
  • Add a location under another one for the areas inside it.
  • Your name › Settings › Dimension options holds the dimension's name, its member fields, and the forms that show it. See Setting up dimensions.

Example: planning a field week​

The Austin field lead selects TX in Locations and opens Tasks. She sees the sampling and inspection tasks across every Texas project for the coming week and builds one route instead of one trip per project.

What you can do next​

  1. Dimensions for how dimensions work together.
  2. Tasks for the task form.
  3. Setting up dimensions for the steps in Dimension options.
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