To review and edit the location’s data, click on the location row in the Locations Grid. The system will open the Show Location screen.

The data on the Show Location screen is initially displayed as read-only. To edit data, click the Edit button. The system will enable all the fields for editing.

Besides the data that you entered on the Create Location screen, you can see two more sections:

The system determines the location’s position on the map using data you entered in Address Line1, Town/City, State/Province, ZIP, and Country.

Very rarely, but sometimes, our mapping provider cannot geocode the locations correctly. In such a case, you can manually move the blue pin on the map to its correct position. When you are happy with the location positioning, you can press Save.

On this tab, you can see the list of machines that are currently installed at this location.

Locations and machines are interconnected - one is only meaningful with the other, and vice versa. Every location has at least one machine assigned to it, and each machine has to be placed at exactly one location.

You can define which machines are placed at this location on the Machines tab.

This is one of the required setup steps that you have to perform to include a machine / location into a trip and schedule a visit.

On the tab Machines, press the Install Machine button:

The system will list only machines currently not installed at any Location. You can select the machine you want to install, enter the installation date, and save.

On the tab Machines, select the Uninstall icon at the end of the row.

To move a machine to another location, you should remove it from its current location, open the other location, and install it there.