Hierarchy of Places
To understand how facilities and places should be organized in custodian … we’ll start with SITEs.
In the Custodian™ hierarchy of places, a SITE is a specific physical place with a street address. A SITE can be one, single building – or a group of buildings in close proximity.
Some SITEs can be rather large, so Custodian™ requires that each SITE be divided into AREAs.
An AREA is a specific space within a SITE – like a specific room number. An AREA could also be a be part of a larger room – like the checkout AREA in a grocery store. You can create unlimited AREAs within each SITE. To accommodate large companies with numerous SITES, Custodian™ uses LOCATIONS.
A LOCATION is simply a group of SITES – intended to help organize a company into generalized geographic regions. To avoid scheduling conflicts and confusion, each LOCATION is limited to a single time-zone. Grouping SITES into multiple LOCATIONS is optional, but you must create at least one LOCATION in your Custodian™ database.
- Each COMPANY must have at least one LOCATION.
- Each LOCATION must have at least one SITE.
- Each SITE must have at least one AREA.
Create a LOCATION
You MUST create at least one LOCATION for your company.
In the left menu-panel, choose Locations > View/Edit Locations.
This will display a list of your company’s LOCATIONS. If you are setting up a new company this list will be empty. Remember – a Location is not a specific facility; a Locations is a general place-name, like a city or territory.
Click the + New Location button.
Enter the NAME of the new LOCATION, and choose a TIME-ZONE.
PHONE NUMBER and NOTES are optional.
Repeat this process anytime to create additional LOCATIONS for your company.
Create a New SITE
You MUST create at least one SITE within each of your company’s LOCATIONs.
There are two ways to create a new SITE.
- From the left menu-panel, choose Locations > View/Edit Sites.
- From within the Location Details page
Either way will work. Click the + New Site button.
From the drop-down list, choose the new site’s LOCATION.
Give your new SITE a NAME, and enter the main PHONE NUMBER for this SITE.
Select a USER from the drop-down list to act as this SITE’s main point of CONTACT. If this person isn’t yet setup as a Custodian™ user, you’ll need to create a new USER profile for them.
Enter the physical street ADDRESS of the new SITE, including the CITY, PROVINCE/STATE, POSTAL/ZIP CODE, and COUNTRY.
Repeat this process anytime to create additional SITES within any of your company’s LOCATIONS.
Create a New AREA
You MUST create at least one AREA within each of your company’s SITEs.
There are two ways to create a new AREA.
- From the left menu-panel, choose Locations > View/Edit Areas.
- From within the Site Details page.
Either way will work. Click the + New Area button.
From the drop-down list, select the SITE of your new AREA.
Give the new AREA a descriptive name.
Add any necessary notes.
Repeat this process anytime to create additional AREAs within any of your company’s SITES.