Locations

Locations   

Locations Planning for Your Contract Insight Application

The Locations table is usually used to document the individual Locations/Entities of your organization, or even the actual physical Location of where the actual Contract is being stored/managed.  However, if your organization does not have several entities or physical locations, then this table can be used to even document something like the Region that the Contract Record is for.  While a table like the Contract Types table can affect the Basic Templates and Fields Assigned by Contract Type, the Locations table is not going to affect any other aspect of your Contract Insight application.  While the Locations table is not a mandatory table that needs to be populated, this table can be used for searching, reporting, sorting and filtering, as well as for Workflow criteria specifications.  

Please see the Locations Management Documentation Wiki page for more information about adding, editing, and deleting values in the Locations table.

Areas Affected:

*There are not any areas in Contract Insight that are affected by the Locations table.

Can Be Used For:

1.  Searching
2.  Reporting
3.  Sorting & Filtering for Searches and Reports
4.  Workflow Criteria

Next Steps:

1.  Download and populate the 'Locations Planning' tab in the "InitialSetupTablePlanningSpreadsheets.xlsx" attached at the bottom of this screen.

2. Follow the instructions for implementing the finalized Locations list either on an individual value-by-value basis on the "Location Management" Documentation Wiki screen, or by using the instructions on the "Bulk Import Data" screen of the Documentation Wiki.