Customize Locations

availability

Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

This article explains how to set location preferences and how to customize locations.

Set Location Preferences

1. From the sidebar, got to the Settings menu and select Features.
2. Navigate to the Locations section and select Set Preferences.
3. From the Location Preferences tab, select any of the following options to customize locations:
   • Auto-Generate Barcodes
   • Customize Location Fields
   • Default Location

Auto-Generate Barcodes

Toggle this option to automatically generate a QR code when you create a location. When you scan the code with a compatible device camera, it refers directly to the location it's linked to. For example, when you create a work order for the location, you can scan the code instead of selecting the location from the locations list.

For more information, see About QR codes and Barcodes.

Customize Location Fields

You can add custom fields to your locations to add extra information. You can rename them, customize them to have different values, and delete them. The Customize Location Fields page lists all your organization’s custom location fields.

Create a New Custom Field

1. Do one of the following:

   • If your organization doesn't have any custom fields yet, select + Add Your First Custom Field.
   • If your organization has one or more custom fieelds already, select + Add Another Custom Field.

2. Add a name for the field.

3. Select the type of field. The field can be:

   Field Type	Description
   Single Line Text	A one line text field. It can be up to 4096 characters long (roughly 500-700 words).
   Multi Line Text	A text box field. It can be up to 4096 characters long (roughly 500-700 words).
   Number	For numerical values.
   Single Select	Create a list of values for users to choose from.
   Date	A date field.
   Date & Time	A date and time field.
   Link	A hyperlink or phone number to select. Requires that users enter a complete link, such as www.myurl.com, or a complete phone number prefixed with tel:, for example tel:123-456-7890.

4. Select Create.

5. To create another custom location field, select + Add Another Custom Field.

Make a Custom Field Mandatory

availability

Available for Enterprise plans only. For more information, contact your MaintainX Account Manager.

Select the Make this field required option to make the location field mandatory when a user creates a new location.

Reorder Custom Location Fields

To change the order of the custom fields, drag the (Reorder) icon to move a field up or down.

Delete a Location Field

To delete a custom location field, select the (trash can) icon next to the field you want to delete.

Default Location

Change the default location for assets. By default, MaintainX uses the General location.