View Categories

Locations

The main Location record form stores key data about places where Assets are situated or stored.

 In the ribbon, available actions are displayed for the current Location record, such as such as deactivating the record, deleting the record, or running a report. The actions available depend on your security role and permissions.

 Record forms have tabs that allow the user to move between different data elements of the record. On the Location record, you’ll see the following tabs:

    • Summary – Displays identifying information of the Location such as the address and the active Assets to be found at this site.
    • Location – Address and Map, if a Latitude and Longitude is provided.
    • Timeline – Stores historical notes and activities against the record. For more information, see the Timeline topic. For more information, see Timeline | EvergreenWorx.
    • Work Orders – Types of work that have been scheduled or completed on the Assets at this Location. New Work Orders for this Location can be created from this grid using the + New Work Order button. For more information, see Work Orders | EvergreenWorx.
    • Work Requests – Types of work that have been scheduled or completed on the Assets at this Location. New Work Requests for this Location can be created from this grid using the + New Work Request button.
    • Personnel – Workers and/or Teams that are assigned to work at this Location. New Workers for this Location can be added from the grid using the + Add Existing User button, and new Teams can be added from the grid using the + Add Existing Team button.
    • Documents – File attachments such as documents and photos.
    • Related – Other related items, such as Record Audit History and Activities.

 Status of the record shows whether this is an active Location for Assets or inactive due to Assets having been moved or the Location no longer being used.

Plug-&-Play Apps

EvergreenWorx Maintenance

Maintenance

Simple, effective maintenance management software

EvergreenWorx Contracts

Contracts

A clear path to simplified contract lifecycle management

EvergreenWorx Customers

Customers

The ultra-fast, ultra-simple CRM platform

Cases Pro logo

Cases

Enhances support and gets service tickets closed faster

EvergreenWorx Expenses

Invoices

Automated Accounts Receivable processes to get paid quicker

EvergreenWorx Employees

Employees

An HR solution that nurtures employee and business growth

EvergreenWorx Expenses

Expenses

An all-in-one travel and expense management solution

Industry Solutions

Joint Use 365

Joint Use 365

A premier joint use automation system for utilities

Product Bundles

EvergreenWorx Operations
Operations 

The complete operations management solution

Resources



Blog

Get the latest on our products, platform, and more



Documentation

Get tips, tricks, and walkthroughs for our apps

Recent Posts

Case Study: BECIS manages green energy with EvergreenWorx CMMS

Summary BECIS is an Energy-as-a-Service (EaaS) company that provides customers with energy and energy related services across eight countries in...

Introducing EvergreenWorx Maintenance Pro Edition

A Complete CMMS With More Features Guaranteed to Reduce Costs We’re thrilled to announce the launch of our newest edition of the EvergreenWorx App...

Running Your Business on the Microsoft Cloud

When you started your business, you needed simple solutions. You could manage everything on a few spreadsheets and knew all your customers by name....

Getting Started with Microsoft 365

Microsoft 365 has some of the most advanced capabilities of any software suite available. However, getting the apps, licenses, and permissions...

How to Get Started with Microsoft Teams

What is Microsoft Teams? A familiar problem employees face, especially considering the Coronavirus pandemic, is a multitude of communication...
EvergreenWorx
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.