The Locations feature allows you to organize, classify, and manage the different physical or operational spaces within your organization, such as plants, branches, warehouses, offices, or production lines.
Important: this is the new version of Locations, which will temporarily coexist with the previous version while users migrate to this new experience.
📍 What are Locations used for?
Locations help you:
Structure your operation hierarchically (locations and sublocations).
Associate forms, tickets, and other records with a specific location.
Filter information by location from the Home section.
Control access based on user permissions.
Centralize contact and location information.
📍 Accessing the Locations section
You can access Locations from the main DataScope menu. There, you will see a list of all created locations.
In this view, you will find:
Location name
Number of users with access
Last recorded activity
Available actions
📍 Available actions for a Location
From the actions column, you can:
View the location
Edit its information
Delete the location
Create sublocations
Additionally, from the main view you can import or export locations, making bulk uploads or external data management easier.
📍 Create a new Location
To create a location, click Create location and complete the required information.
👉Basic information
Name: location name.
Location type: defines the type of facility. Some available options include:
Company
Plant
Warehouse
Production line
Office
Branch
Distribution center
Source location (optional): allows you to associate the new location as a sublocation of an existing one.
Sublocations and hierarchical structure
Each location can have sublocations, allowing you to build hierarchical structures.
For example:
Company
Plant
Production line
Users will only be able to view and use locations for which they have been granted permissions.
👉 Contact information
For each location, you can add additional information such as:
Phone number
Description
Contact email addresses (you can enter multiple emails, separated by commas or by pressing Enter)
This information is useful for centralizing relevant location data.
👉 Location address
Locations allow you to define a geographic location using an interactive map.
You can:
Search for the address manually or by coordinates.
Adjust the location directly on the map.
Save information such as:
Address
City
State or region
Country
Postal code
This information can be used in reports and to better contextualize records.
📍 Using Locations in other modules
Locations are integrated with different DataScope modules:
👉 Forms
In list-type questions, you can associate Locations.
When answering a form, users can select the corresponding location.
👉 Home and filters
In the Home section, you can filter records by Location.
This allows you to quickly view information related to a specific location
👉 Issues, Tasks, Assets, and other modules
Locations can be associated with issues, tasks, assets, and other modules that use lists.
This improves traceability and location-based analysis.
📌 Coexistence with the previous version
During a transition period, the new Locations version will coexist with the previous version.
We recommend starting to use this new experience to become familiar with its improvements and to support a gradual migration.
Best practices
Define a clear structure before creating many locations.
Use sublocations to reflect your operational reality.
Keep contact and location information up to date.
Review user permissions to ensure proper access.