Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to manage locations, users will need Manage permissions for either Projects or Projects (assigned)
Locations
Locations help in specifying where particular tasks or activities are taking place within the project. Here, you can easily set up, add, or handle locations for Submittals, Punch Items, RFIs, and Change Orders. It is presented in table format with separate parts for each module. This makes it easy to see if a specific location is enabled or not for the related column or module in that project.
Sublocations
Sub locations give users the ability to link different SiteMax objects (e.g., RFIs, Submittals, and more) to specific locations on a job site. This helps project team members pinpoint the exact location(s) on a job site where a defect was observed, where equipment is to be installed, or where a project change order occurred.
For example:
Let's say your project includes the construction of a parking lot, you might want to set up sublocations as follows:
Parking Lot A > Ground Floor > East
Parking Lot A > Ground Floor > West
Parking Lot A > Level Two > East
Parking Lot A > Level Two > West
In the "Level" column of Locations, you'll notice arrows with different numbers.
One Arrow (>): Signifies the main location.
Two Arrows (>>): Sublocation of the main one.
Three Arrows (>>>): Sublocation of the "Two arrows (>>)".
Four Arrows (>>>>): Sublocation of the "Three Arrows (>>>)".
Where can you use the locations?
You may use it when creating or managing:
Submittals
Punch Items
RFIs
Change Orders
How to Access the Locations in Project Settings?
Dashboard: Start by logging into your SiteMax account. Once you're in, you'll be at the dashboard.
Select a Project: Navigate to the specific project you want to work on. Click on it to open up the project settings.
Lists Tab: Inside the project settings, you'll see a menu with different tabs. Click on the "Lists" tab.
Locations Tab: Within the Lists tab, you'll find the "Locations" tab.
Creating a New Location
Manage Locations: To add a new location, click on the "Manage Locations" button.
Fill in Details: You'll need to provide some basic information like the Parent Location and Name. This is to ensure the new location is correctly placed within your project.
Save & Close: Once you've filled in the necessary fields, hit the "Save & Close" button.
Managing Locations
Need to make changes to an existing location? It's a breeze!
Click on the Location: Find the location you want to manage and simply click on it.
Remember, when you create a location, it automatically applies to Submittals, Punch List, RFI, and Change Orders. If you want to adjust this:
Actions Menu: Select the location you want to manage.
Dropdown Options: Click on "Actions," and a menu will appear.
Customize as Needed: Here, you can choose to copy, enable, disable, or delete the location as per your project's requirements.
