Setting up locations

Locations refer to physical locations on your project site. You can use the Parent field to create a hierarchy of locations, such as Building Unit, Floor, and Room, or leave the parent field blank and have a flat list of locations.

You can also create locations at the root level of your Kahua domain. Those locations can be added to any project or partition as Domain Locations. Domain Locations can only be edited at the root domain and any edits will appear in projects and partitions where the Domain Locations have been added.

Locations are set up in the Locations app and can be referenced from many other applications. Applications that can reference locations include:

• Daily Reports
• Drawings
• Punch Lists
• QR Codes
• RFIs
• Submittals

If you plan to use QR Codes to reference locations on your project site, you will have to set up locations first.

TABLE OF CONTENTS

• Add a new location
• Import a list of locations
• Edit multiple locations at once
• Generate QR Codes for locations
• Using Domain Locations
• Delete a location

Add a new location

To add new location, complete the following steps:

1. Ensure that you are in the correct project or partition. To create Domain Locations, ensure that you are in the root domain. 
2. Navigate to the Locations application.
3. Select New from the action bar.
4. Complete the following fields. This is not a complete list. Your project may have different fields available.

   Field Name	Description
   Type	Select the appropriate location type from the list. Types are a way of categorizing locations. Different supporting fields will appear in the Details section based on your selection here
   Location ID	The Location ID can be used to identify the location. By default, the Location ID is required to be unique but that can be modified in the application configuration.
   Name	Enter a name for the location. Name is required and will be used to identify the location throughout the Kahua platform.
   Description	Enter a description for the location.
   Parent	Another location can be selected as a parent to this location. For example, you can set up each building floor as a location, and then set up individual rooms on each floor as a separate location, with the appropriate floor selected as the parent location.
   Status	Select the appropriate status.
   Notes	Enter any additional notes.

5. Enter Geocode boundaries if desired.
6. Enter any appropriate references.
7. Click Save when you are done.

Import a list of locations

You can import a list of locations. To complete an import, you will first need to do an export to obtain the properly formatted Excel workbook. Enter the data according to the instructions on the first sheet of the exported workbook. Consider entering at least one record to make it easier to understand how the data is organized in the Excel workbook when you complete the export. For more information, refer to Importing records.

1. Ensure that you are in the correct project or partition.
2. Navigate to the Locations application.
3. Select More > Export from the action bar. 
4. Save the resulting excel file in an accessible location.
5. Open the Excel file and enter the location information according to the information on the first sheet of the workbook.
6. Save the Excel file.
7. Select More > Import from the action bar of the Locations application and select the saved file.
8. Click Import. Select Close when the import is complete. 

Edit multiple locations at once

To edit multiple locations at once, complete the following steps:

1. Select the checkboxes next to the records you want to edit.
2. Select Multi Edit from the action bar.
3. The Multi Edit page will open.
4. You can edit individual fields. To copy a field value to other records, select the value on the record. Then select Copy to All to copy the value to all other records. Select Copy to Selected to copy the value to selected records. 
5. Click Save when you are done.

Generate QR Codes for locations

QR Codes can be generated in the QR Codes application, or from the Locations application. For more information on QR Codes in Kahua, refer to Using QR Codes.

To generate QR Codes for locations from the Locations application, complete the following steps:

1. Ensure that you are in the correct project or partition.
2. Navigate to the Locations application.
3. Select the locations you want to generate QR Codes for.
4. Select Generate QR Codes from the action bar.
5. QR Codes will be created for locations that do not already have them. If a location already has a QR Code, it will be ignored. 
6. Click OK on the confirmation message that appears.

Codes can be printed from the QR Code application. The location name will appear beneath the QR Code by default. You can modify the value that appears with the QR code by modifying the Label field on the QR Code record. For more information, refer to Create a QR Code in the QR Codes app.

Using Domain Locations

Locations created at the root of your Kahua domain can be included in any project throughout your domain. This acts as a master library of locations that can be re-used in the event multiple projects occur in the same space and provides significant time savings when starting up a new project.

To edit an existing domain location, you must navigate to the root domain and edit it there. They cannot be edited at the project or partition level. Updating a domain location will also update it in all projects where it has been added.

To add domain locations to your domain, complete the following steps:

1. Use the Project Finder app to navigate to the root domain.
2. Navigate to the Locations application.
3. Enter the locations you want to make available to other projects as Domain Locations. 

To add one or more domain locations on a project, complete the following steps:

1. Ensure that you are in the correct project or partition.
2. Navigate to the Locations application.
3. Click Use Domain Locations in the action bar.
4. Select the locations to use for the project and click Update. To search through the list of domain locations, click All and select List for the list view. Click the search icon, select the field to search, and enter your search term. Select the locations to use and click Update. To use all the domain locations, click Use all domain locations. 

   

5. The domain locations will be added to your project. They will appear in the grid with a globe icon to indicate that they are domain locations. Domain locations must be edited at the root domain level. Any edits will impact all projects where they have been added.

   

Delete a location

To delete a record, select the item and click Delete in the action bar.

Project and partition level locations can be deleted from the log view and the detail view. Domain locations can only be deleted from the log view.

If a record was deleted in error, it can be recovered from the Recycle Bin application by an administrator. For more information, refer to Recycle Bin.