You can select a location for a record. You might do so if the
issue you are reporting or working on involves a location.
This topic explains how to use the Select Value option from the
Detail menu. You also can select a location by choosing other options
from the Detail menu.
To select a location with the Select Value dialog
box:
- Display the record for which you want to select a location.
- Next to the Location field, click the Detail Menu icon
>Select Value . The system displays the Select Value dialog box.
Note: The
list is always filtered by a value in the Asset Site field. By default, this is the
site on the person record of the user specified in the Affected Person field. However,
the site might be copied from an originating service request if your administrator has
configured the system to behave this way.
- To filter the list of locations, select one of the following values
from the Filter By dropdown list and then click Refresh:
- User/Custodian
- By default, lists all locations for which the affected person (the user specified in the
Affected Person field of the record) is a user or custodian.
To list locations for
a different location user, custodian, or both, enter values in the
User and
Custodian fields and then click
Refresh.
- To list all locations that a person uses, enter the user name of that person in the
User field.
- To list all locations for which a person is a custodian, enter the user name of that
person in the Custodian field.
You can enter the same or a different user name in each field. Click
Select
Value icon next to a field to select a name.
- All
- Lists all locations available to the affected person. The affected
person does not have to be a user or custodian of the displayed locations.
- Public
- Lists all public locations for an asset site. Public locations are
locations that do not have associated users or custodians.
If the selected location has only a single asset associated
with it, the system fills in that asset identifier in the Asset field.
You
can view associated contracts, work orders, PMs, location details,
and tickets for a selected location by selecting the appropriate option
from the Detail Menu next to the Location field.