The Location Tree can be created by adding records individually into kwiklook or by preparing a worksheet containing each record and importing the worksheet. If there are a large number of Locations to be entered, the import method is recommended.
To add records individually into kwiklook:
- Click the 'Admin' module on the left hand navigator.
- On the top menu bar click 'Records > Location Tree'
- Then follow the instructions below...
Step 1: Define the 'Regions' (if enabled)
Region is an optional Level to the Location Tree that is designed to cater for geographically large establishments/institutions where it is necessary to group a number of Sites within a larger entity for easy reference.
Define each Region of the establishment adding each record into the worksheet or directly into the Location Tree.
- Highlight the level 'Region' in the Location Tree and click the 'New' button.
- In the 'New Region' window, type in the 'Region Name'.
- Click the 'Save' button.
- The new Region appears in the Location Tree.
To make an edit to an existing Region:
- Highlight the 'Region' in the Location Tree and click the 'Edit' button.
- Make the changes required and click the 'Save' button.
To delete an existing Region:
- Highlight the 'Region' in the Location Tree and click the 'Delete' button.
- Click the 'Yes' button to confirm the delete action.
Step 2: Define the 'Sites'
Site is hierarchically below Region. Define each Site for each Region (if enabled). Usually just one site is sufficient. If there are multiple buildings/places that you usually identify individually then you should add each of these as a Site record in kwiklook.
- Highlight the level 'Site' in the Location Tree and click the 'New' button.
- In the 'New Site' window:
- Type in the 'Site Name'.
- Fill out the address (optional).
- Click the 'Load' button on the 'Site Plan Name' field to upload an image of the Site (optional).
- Click the 'Save' button.
- The new Site appears in the Location Tree.
To make an edit to an existing Site:
- Highlight the 'Site' in the Location Tree and click the 'Edit' button.
- Make the changes required and click the 'Save' button.
To delete an existing Site:
- Highlight the 'Site' in the Location Tree and click the 'Delete' button.
- Click the 'Yes' button to confirm the delete action.
Step 3: Define the 'Area/Levels'
Area/Level is hierarchically below Site. Define each Area/Level for each Site.
- Highlight the level 'Area/Level' in the Location Tree and click the 'New' button.
- In the 'New Area/Level' window:
- Type in the 'Area/Level Name'.
- Click the 'Load' button on the 'Image File Name' field to upload an image of the Area/Level (optional).
- Click the 'Save' button.
- The new Area/Level appears in the Location Tree.
To make an edit to an existing Area/Level:
- Highlight the 'Area/Level' in the Location Tree and click the 'Edit' button.
- Make the changes required and click the 'Save' button.
To delete an existing Area/Level:
- Highlight the 'Area/Level' in the Location Tree and click the 'Delete' button.
- Click the 'Yes' button to confirm the delete action.
Step 4: Define the 'Locations'
Locality is hierarchically below Area/Level. Localities are added to Area/Levels.
- Highlight the level 'Locality' in the Location Tree and click the 'New' button.
- In the 'New Locality' window:
- Type in the 'Locality Name'.
- Select the 'Locality Type'.
- Type in the 'Location Code' (optional).
- Click the 'Load' button on the 'Image File Name' field to upload an image of the Location (optional).
- Click the 'Save' button.
- The new Area/Level appears in the Location Tree.
To make an edit to an existing Location:
- Highlight the 'Location' in the Location Tree and click the 'Edit' button.
- Make the changes required and click the 'Save' button.
To delete an existing Location:
- Highlight the 'Location' in the Location Tree and click the 'Delete' button.
- Click the 'Yes' button to confirm the delete action.
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