Facilities serve as a higher-level classification within the system, working alongside Buildings and Locations to categorize physical spaces. This document provides details on managing Facility records, including required fields, facility types, and mapping features.
Navigation:
Main Menu → Selects → E-M → Facilities
Applies To: Enterprise, Plus, Basic
Facility Records
Facility records contain essential details for managing physical locations within the system. Each facility must be uniquely identified and categorized correctly to ensure proper organization and access.
Field Details:
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Facility: Name of the facility. This field must be unique and cannot be duplicated across multiple records. (Required)
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Facility Type: Categorization of the facility. This is a user-defined field. (Required)
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Map URL: A link to an external website, such as Google Maps or an organization's map page, to assist clients in locating the facility. This URL is accessible via the WebReg module.
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Directions: Step-by-step instructions guiding users to the facility.
Facility Types
Facility Types are used to classify different kinds of facilities within the system. They provide an additional level of organization to help users quickly sort and identify facility-related information.
Field Details:
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Type: Descriptive label assigned to a facility to specify its function or category. This is a required user-defined field.
Key Notes:
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Facility records must have a unique name to prevent duplication and ensure accuracy.
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The Map URL feature is useful for clients accessing locations through WebReg, providing direct links to maps.
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Facility Types should be thoughtfully created and maintained to improve organization and usability within the system.
Conclusion:
Facilities are a core component of organizing and managing locations within the system. Proper classification and accurate data entry ensure seamless navigation and accessibility for users. For further assistance, refer to related articles or contact support.