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Unit Locations

The Unit Locations section is used to define, manage, and track the various physical or virtual units within a property, facility, or system. Properly defining unit locations ensures accurate recordkeeping, reporting, and assignment of tasks, assets, or responsibilities.

The Unit Locations section has been fully documented and refined with the following fields:

  • Name – Identifies the specific unit location (e.g., Building A – Floor 1 – Unit 101). This is used across all relevant modules for selection, reporting, and assignment purposes.

  • Description – Provides a detailed explanation of the unit location, including its type, purpose, or distinguishing characteristics, to ensure proper understanding and usage.

  • Comments – Allows additional notes or instructions related to the unit location, improving clarity and communication among users and administrators.

  • Save Unit Locations – Finalizes and records the new or updated unit location, making it available system-wide for use in asset management, maintenance, resident assignments, and reporting.

Please find attached the video for the Unit Locations.

Follow these Steps to navigate and use Unit Locations:

1. Click "Administrative Task"

  2. Click "Unit Locations"

  3. Click new "Unit Location"

  4. Enter the desired “Unit Locations”

  5. Add a Description if desired

  6. Add a Comment if desired

   7. Click "Save Unit Location"

Follow these Steps to navigate and use Unit Locations: Unit Locations.pdf

✅ Tips for Unit Locations:

  • Use clear and unique names
    Assign names that clearly identify each unit location (e.g., Building A – Floor 1 – Unit 101) to avoid confusion.

  • Provide detailed descriptions
    Include relevant information such as unit type, purpose, size, or distinguishing features to ensure accurate understanding.

  • Utilize the Comments field effectively
    Add notes for special access instructions, maintenance requirements, occupancy restrictions, or other important details.

  • Maintain consistency
    Follow a standardized naming and description format across all units to improve searchability, reporting, and workflow assignment.

  • Regularly review and update
    Periodically verify that unit location details are accurate and reflect any changes in occupancy, layout, or usage.

  • Validate before saving
    Ensure all required fields are completed and that unit names are unique before saving to maintain data integrity.

  • Integrate with workflows
    Make sure unit locations are properly linked to related modules such as maintenance tasks, asset tracking, or resident management.

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