Creating Location Types

Sanket Ghia
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Overview

You may need to create new location types when you want to select a specific icon for locations or create a location type that will be forbidden for workers.

Prerequisites

You need to have an account with a Super User or Company Administrator role, or a custom role with rights to create Location Types.


Solution

  1. Log in to the Field Force Manager web portal using your credentials and company ID.
  2. Navigate to Administration > Location Types.

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  3. Click Create Location Type.

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  4. Enter a name for the location type.
  5. Mark the Prohibited option to make all location under this type forbidden for workers; you will be able to configure alerts when workers visit prohibited locations.
  6. Click on arrows next to Image to select an icon for the location type.

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  7. Click Save & Close.


Testing

Newly created location type is displayed on the page. You should be able to create a new location under the location type you created.

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