Management Profile - Locations Tab

The LOCATIONS tab displays a list of all locations associated directly with the current management record.

To add a location to this management record:

1. Click the LOCATIONS tab.
2. Click the ADD button.
3. Select the RELATION TYPE, then click NEXT. (Note that if only one relation type exists, it is selected by default.) A list of all available locations is displayed.
4. Select the location that you want to add, then click the SAVE button.
   
   
   
   The location is added to the list.

To remove a location from the current management record:

1. On the LOCATIONS tab, check the box beside the location that you want to remove.
   
   
2. Click the DELETE button.
   
   The location is removed from the list.

*Note that it is best practice to assign a location once to a given management tree, and only at the bottom records of that particular tree. (no need to assign at the higher levels as the location will roll up through the hierarchy)