Location Directory


The Location Directory contains a tree structure of all geographical locations for employees, equipment, incidents, service requests, and change requests. This includes sites, buildings, offices, etc. 

  • The tree structure reflects the physical organization of the company and the organizational chart for all sites. 
  • You can define as many hierarchy levels as required depending on your corporate structure.
  • Locations can be associated with a parent location. In this case, they will automatically inherit certain information from their parent.
  • Storage locations are special locations where delivery receptions are performed.

Examples

  • You can break the corporate structure down by Country/City/Building/Floor/Office for companies with multiple workstations spread across several locations, or simply by Site if it is a small company.
  • In the Site/Building/Floor/Office hierarchy, each workstation associated with an office is also associated with the floor, building and site.

Notes

  • Modifications made to the parent location will be inherited by the associated lower-level locations, except if they contain specific information.
  • You manage the hierarchy of locations using the Reorganize wizard.
  • Incidents and requests inherit the location of the recipient.

Caution

  • When you archive a location, this will archive all of its associated locations.

Best Practice big icon.pngBest Practice

  • Build the hierarchy of your locations based on the domains you want to define. When users access a domain where a restriction was defined for a location, they can only view the records belonging to the location and its lower-level locations.
  • When you create a new form, certain information is inherited from the parent location. You should only modify the information specific to the new location.
             Example documentation icon EN.png  Offices associated with a building will inherit the building's address. You only need to enter the phone number which is different for each office.
  • To make it easier to search locations, you can specify a unique name to make the geographical location easily identifiable.
             Example documentation icon EN.png  Office 201: For an office located on the second floor.
  • Remember to enter the time zone and date format for each location so that the processing and resolution dates for incidents and requests can be correctly calculated.
  • If you do not want to make the location available to users, you can archive it by entering the end date. You can then view it using the Archived filter.

Screens description

Location directory.png

Menu access: Asset Management / Operation / Transition / Extended CMDB / Project > Directory > Locations

Location: Name of the location.

Parent Level: The higher-level location to which the current location belongs.

Location Code: Unique code used to identify the location.

Stock: Used to indicate if this is a storage location (box is checked) or not (box is not checked).

Manager...: Manager of the location preceded by a thumbnail of the photo.

Default Status: Default status assigned to each item of equipment associated with the location.

Date Format...: Format used by the location for entering and displaying dates on all Product name - ev itsm.png screens.
         Example documentation icon EN.png  European format: 'DD/MM/YYYY'; US format: 'MM/DD/YYYY'

  • If no date format is specified, dates will be entered and displayed according to the user's location.
             Example documentation icon EN.png  US format 'MM/DD/YYYY' if the user is in the United States.

SLA...: SLA that determines the target resolution time of incidents/requests for employees at the location.

  • Note: One or more SLAs can apply to a given incident depending on the location, department, type of equipment, urgency level, etc. If this is the case, the SLA with the shortest resolution time will be applicable.

Address, Zip Code, City, Country: Postal address of the location.

Time Zone...: Time zone of the location.

Phone, Fax: Information for contacting the location manager.

Opening Date/End Date: Period during which the location is open.

  • At the end of the period, the location will automatically be archived. It can no longer be used in Product name - ev itsm.png.
  • If you modify the end date in the form, the modification will apply only to the current location. If this is a parent location, lower-level locations will not be affected.
  • If you modify the end date using the Close wizard, the modification will apply to the current location and its lower-level locations.

Note: Comments on the location.

List of tabs

         Location directory tabs.png

Equipment: List of equipment associated with the location and its lower-level locations.

  • Update: In Equipment forms.

Licenses: List of licenses associated with the location and its lower-level locations.

  • Update: In License forms.

Contracts: List of contracts associated with the location and its lower-level locations.

  • Update: In Contract forms.

CI: List of configuration items (CI) associated with the location and its lower-level locations.

  • Update: In CI forms.

Employees: List of employees associated with the location and its lower-level locations.

  • Update: In Employee forms.

Departments: List of departments associated with the location and its lower-level locations.
         Example documentation icon EN.png  Marketing and Accounting Services located in Building 1

  • Update: Click Add icon.png in this tab and also in Department forms.

Attributes: List of attributes defined for the location and its lower-level locations. This is for additional information not included in the Details tab.
         Example documentation icon EN.png  Specific working hours, site surface area, headcount

History of Changes: List of all modifications made to the form. The fields taken into account are defined using rules in the history of changes.

Discussions: List of discussions associated with the form.

Attachments: List of documents associated with the form.

Incidents: List of incidents associated with the location and its lower-level locations.

  • Update: In Incident forms.

Services: List of service requests associated with the location and its lower-level locations.

  • Update: In Service Request forms.

Changes: List of change requests associated with the location and its lower-level locations.

  • Update: In Change Request forms.

Continuity Plan: List of continuity plans applicable to the location and its lower-level locations.

  • Update: Click Add icon.png in this tab and also in Continuity Plan forms > Locations tab. 

Procedure and Wizards

How to create a location

1. Select Asset Management / Operation / Transition / Extended CMDB / Project > Directory > Locations in the menu and click Add icon.png.

2. Complete the information required. If you want to associate the location with another location in the tree structure, specify the parent location.

3. Click [ FINISH ] to save the new form.

Wizards

Close: Used to archive the Location form to make it unavailable. All lower-level Location forms will also be archived. You can then view it using the Archived filter.

New Attribute: Used to create a new attribute in the reference table.

  • Next, select the Attributes tab and click Add icon.png to assign the attribute to the location.

Reorganize: Used to move the location and its lower-level locations within the tree structure.

Tags:
Last modified by Unknown User on 2017/06/26 15:30
Created by Administrator XWiki on 2017/06/26 15:30

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