Standard Operating Procedures
Adding a New Location
PURPOSE:
Location profile screen, found in the Property Module captures details related to the location such as status, type (location and space), or square footage. Location is the last tier of the region/facility/property/location hierarchy.
Location Statuses:
| Location Status | Description |
| Active | This status indicates the location is active. |
| Construction | This status indicates the location is under construction/renovation. |
| Inactive | This status indicates the location is inactive. |
Location Status Flags:
| Location Status Flags | Description |
| Active | This status flag signifies the location is active. |
| Inactive | This status flag signifies the location is inactive. Location status flag cannot be associated to any transactions. |
PROCEDURE:
To add a new property, you must have the following information:
- Location ID
- Location Type
- Primary Usage
- Space Type
- Location Status
| 1. Select the Property link from the Main WorkDesk Menu. |
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| 2. Click the link to the Location Profile. |  |
| 3. Click New to enter Location Profile information. |
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4. Add the following information:
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* Location Type – are the FICM codes * Primary Usage – In Phase 1, derived from FICM, in Phase 2, an action code will populate this field. * Space Type – Assignable Spaces will have the same description as the associated Location Type FICM code. |
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| 5. Click Save to save the record. |  |
ROLES USED:
1. Space Manager: [TODO:FOBS define refine rules here]
2. System Administrator:
System Administrator is responsible for managing and overseeing the Property module its configuration and functionality.
Return to Space (Property) Module SOP