Process: Adding, Viewing and Managing Locations

Introduction

Users can Add, View and Manage Locations in the Ready Recruit product!

Follow the steps below to Add, View and Manage Locations within a Company Record!

 

Quick Navigation

Adding a Location

Navigate to the Company Record

In the taskbar, click

Select Location from the drop-down 

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The Add Location modal will appear with the following fields

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Location Type - The Type of location this is. You can select from Postal Address, Home Address, Head Office, Worksite and Training Facility

Location Name - The name of this Location

Address - The address of the Location

Suburb - The Suburb the Location is situated in

Once the relevant information has been entered click

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The Location is now created!

 

Viewing and Managing Locations

To view a Location, click Contacts in the Information Storage Panel

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Select the Locations Tab

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All the Current Locations will be displayed!

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To edit a Location, click the Edit button next to the relevant location

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The Edit Location modal will appear, enter the relevant changes and click

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The Location will save with the relevant changes made!

To Disable a Location, click the Disable button next to the relevant Location

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This will create a prompt, click OK to disable the Location

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The Location is now Disabled!

To enable a Location, click on the Disabled tab

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Click the Enable button next to the relevant Location

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This will create a prompt, click OK to enable the Location

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The Location is now Enabled!

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