How To Setup the Location Tree

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:

1. Click the 'Admin' module on the left hand navigator.
2. On the top menu bar click 'Records > Location Tree'
3. 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.  

1. Highlight the level 'Region' in the Location Tree and click the 'New' button.
2. In the 'New Region' window, type in the 'Region Name'.
3. Click the 'Save' button.
4. The new Region appears in the Location Tree.

To make an edit to an existing Region:

1. Highlight the 'Region' in the Location Tree and click the 'Edit' button.
2. Make the changes required and click the 'Save' button.

To delete an existing Region:

1. Highlight the 'Region' in the Location Tree and click the 'Delete' button.
2. 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.

1. Highlight the level 'Site' in the Location Tree and click the 'New' button.
2. In the 'New Site' window:
1. Type in the 'Site Name'.
2. Fill out the address (optional).
3. Click the 'Load' button on the 'Site Plan Name' field to upload an image of the Site (optional).
3. Click the 'Save' button.
4. The new Site appears in the Location Tree.

To make an edit to an existing Site:

1. Highlight the 'Site' in the Location Tree and click the 'Edit' button.
2. Make the changes required and click the 'Save' button.

To delete an existing Site:

1. Highlight the 'Site' in the Location Tree and click the 'Delete' button.
2. 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.

1. Highlight the level 'Area/Level' in the Location Tree and click the 'New' button.
2. In the 'New Area/Level' window:
1. Type in the 'Area/Level Name'.
2. Click the 'Load' button on the 'Image File Name' field to upload an image of the Area/Level (optional).
3. Click the 'Save' button.
4. The new Area/Level appears in the Location Tree.

To make an edit to an existing Area/Level:

1. Highlight the 'Area/Level' in the Location Tree and click the 'Edit' button.
2. Make the changes required and click the 'Save' button.

To delete an existing Area/Level:

1. Highlight the 'Area/Level' in the Location Tree and click the 'Delete' button.
2. 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.

1. Highlight the level 'Locality' in the Location Tree and click the 'New' button.
2. In the 'New Locality' window:
1. Type in the 'Locality Name'.
2. Select the 'Locality Type'.
3. Type in the 'Location Code' (optional).
4. Click the 'Load' button on the 'Image File Name' field to upload an image of the Location (optional).
3. Click the 'Save' button.
4. The new Area/Level appears in the Location Tree.

To make an edit to an existing Location:

1. Highlight the 'Location' in the Location Tree and click the 'Edit' button.
2. Make the changes required and click the 'Save' button.

To delete an existing Location:

1. Highlight the 'Location' in the Location Tree and click the 'Delete' button.
2. Click the 'Yes' button to confirm the delete action.