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Locations

A location is a physical place. At a location there may be one or more venues — one location can be linked to multiple venues.

Location with multiple venues

In the CLS, face-to-face training is provided through sessions. In most circumstances, sessions are assigned a venue, and the venue is linked to a location. To provide maps and location instructions to session attendees, the venue must be linked to a location with a physical address.

You can set up venues and locations in a few ways:

  • Create a venue and create or edit its location on the same screen.
  • Create a location, then create a venue and link it to the location.
  • Use the QuickAdd Venue feature when creating a session — you can also create a location on the same screen.

Manage locations

Navigate to Settings > Locations.

Locations menu

There are two tabs: Active and Inactive.

Active and Inactive tabs

Archive a location

You can change a location from active to inactive and vice versa.

In the active list, select the checkbox next to the location and select Archive — it moves to the Inactive list.

Archive action

In the inactive list, select the checkbox and select Unarchive — it moves to the active list.

An inactive location can't be linked to a new venue. If you make a location inactive and it's already linked to a venue, it remains linked but is marked inactive on the venue's edit form. The venue stays in the system and remains available for allocation to a session.

Inactive location on venue edit form

Add a location

Navigate to Settings > Locations > Add Location.

Add Location button

The first three fields are mandatory.

  1. Enter the Name.
  2. Enter the Identifier.

  3. Enter the Description.

    Add Location form — top

Address details are essential if you want maps and location details available for a session with a venue at this location.

  1. Enter the address details and other details as required.

  2. Select Save Location.

    Add Location form — address

Inspect details

Navigate to Settings > Locations and select the name of the location. The screen shows:

  1. The location name and identifier.
  2. The address, if entered.

  3. Whether the location is active.

    Location details — top

  4. The description.

    Location details — description and map

If Google Maps can use the address, a map is displayed.

Edit a location

Navigate to Settings > Locations and select the location name to open the details screen. Select Edit Location.

Edit Location button

You can edit the same fields as when you add a location, plus the Active / Inactive toggle.

Edit Location form

Settings

This page is itself the Settings documentation for locations. All operations are at Settings > Locations.

Locations are used in combination with Venues (Settings > Venues) — see Venues.