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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.

1. Click "Administrative Task"

  2. Click "Unit Locations"

  3. Click "Unit Locations"

  4. Enter the desired “Unit Locations”

  5. Add a Description if desired

  6. Add a Comment if desired

   7. Click "Save Unit Locations"

✅ 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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