Location Groups
Reference for the Location Groups tab: the Add Location Group form, group drawer tabs, Manage Locations, Bulk Link Locations and the group Data Policy tab.
A Location Group is a named set of Locations managed together. A group contains Locations but does not own them, and deleting a group does not delete the Locations in it. For the steps, see Location Groups.
Location Groups tab
| Item | Description |
|---|---|
| Table columns | Name, Location Identifier, Description, and a ... menu |
| Bulk Link Locations | Links Locations to a group from a list of identifiers |
| Add Location Group | Opens the Add Location Group drawer |
| Row menu | Delete (see Archive and restore) |
Add Location Group form
| Field | Req. | Values |
|---|---|---|
| Location Group Name | Yes | Text |
| Description | Yes | Text |
| Location Identifier | No | Your identifier for the group |
Choosing Add Location Group shows Location group created and opens the group drawer with the tabs Basic Details, Locations and Data Policy.
Group drawer
| Tab | Content |
|---|---|
| Basic Details | Name, Description, Location Identifier |
| Locations | The group's Locations, with a Manage Locations button |
| Data Policy | The group's KDEs, with an Add KDE button. Each saved field has Edit and Delete actions. |
Manage Locations
| Tab | Content |
|---|---|
| Manual | A search box that matches Location names and identifiers; chosen Locations are listed; each row has a ... menu with Remove; Save keeps the selection |
| Bulk | A list of identifiers to link (see Bulk Link Locations) |
Save keeps the drawer open for a few seconds and then closes it. Closing the drawer with the Esc key before Save discards the selection.
Bulk Link Locations
Available from the Bulk Link Locations button on the Location Groups tab and from the Bulk tab of Manage Locations.
| Step | Control | Description |
|---|---|---|
| 1 | Location Group | Choose the group |
| 1 | Location External Identifiers | Identifiers separated by commas or one per line |
| 1 | Continue | Moves to the review step |
| 2 | Review table | Each row shows a Status. Rows marked Ready are linked. |
| 2 | Link Locations | Links the ready rows; the drawer shows Saving and then closes |
Group Data Policy tab
A group's data policy is a sub-group of the universal Locations policy. It is managed on the Location Groups sub-tab of Master Data Settings > Location, and also in the group's Data Policy tab (see Master Data Settings). Data policies must first be switched on for the whole account by an Admin in Organization Settings > Account (see Account settings). Values are entered on each individual Location, and a policy for one Location is set on its own details drawer (see Location details).
| Control | Description |
|---|---|
| Add KDE | Opens the Add KDE form on the group's Data Policy tab |
| Select KDE | Search the library for the field |
| Enforcement, Realization, Sharing | Settings chosen for the field before you save. See Data elements and policies. |
| Default value, Propagates To | Extra settings that group policies offer |
| Save | Saves the field; KDE saved appears |
| Edit, Delete | Actions on each saved field in the group's policy table |
Delete a group
Row ... menu, then Delete, then confirm. Result: Location group removed. The Locations in the group stay on the Locations tab. Deletion cannot be undone. See Rules and restrictions and Messages.