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About Locations
Proliance can record comprehensive information about the locations
of a company. Locations may indicate departments or subsidiaries of an
organization. Every company should have at least one location defined,
but it is best to include all locations of a company in order to assist
the users who are responsible for assigning companies to workspaces.
Note: The Locations
document is only available for companies in the Organization and
Workspaces work area.
Information in a location document is organized over the following pages:
- Main:Contains all the commonly used information about a location. For more
information, see "Location - Main".
- Properties:Contains information about the location document itself, such as the
user who created the document, and the workspace in which the document was
created. For more information, see "Document
Properties".
Additional location information is also available on the following
tabs:
Scope of Location Documents in Proliance
The guidelines for using location documents
differ for each work area:
From
the Organization work area
Locations defined in the Companies, Org Companies, or Business
Units register in the Organization work area can be used in any workspace.
However, a location will not appear in any workspace—even on workspaces in
which the location's company is already involved—unless you manually add
the location document.
Adding ensures that a link is maintained between location
information in the Organization work area and the workspace. If you need
to update information for that location later on, you need only enter
it once in the Organization work area, and then synchronize
it to all workspaces in which the location has been added.
From
the Workspaces work area
Locations in the Workspaces work area have been added to
the workspace from companies in the Organization work area.
Location documents only exist in workspaces for information
and reference purposes. From the Workspaces work area, new locations cannot
be created and no information can be edited. All information is defined
in the Organization work area and then synchronized to the workspaces.