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Add Location in Plumm

Summary

This guide explains how to add a new location in Plumm. Administrators can enter location details, select a calendar, and choose the working schedule for the location. Each location is assigned a name, address, and related details to ensure the correct setup.

In this article

  • Before you begin
  • Step 1: Add a location
  • Frequently Asked Questions (FAQ)

Before you begin

To add a location, you must be an administrator with access to the Settings section. Ensure you have all necessary details for the location, including the name, address, and calendar information.

Step 1: Add a location

  1. Navigate to Admin > Settings and select the Location tab.
  2. Click the Add Location button to open the Add Location form.
  3. In the Add Location form, enter the following fields:
    • Name: Enter the name of the location.
    • If the name already exists in the system, a message will appear:
    • "A location with this name already exists." You will need to provide a unique name for the location.
    • Address: Enter the full address of the location.
    • City: Enter the city where the location is situated.
    • State/Province: Enter the state or province name.
    • Zip/Postal Code: Enter the zip or postal code for the location.
    • Country: Select the country from the dropdown.
    • Location Image: Optionally, upload an image of the location (e.g., map or photo).
  4. After entering the required details, click Next to proceed to the Calendar section.

Calendar Configuration

In the Calendar tab, you will need to:
  1. Choose a calendar from the Choose a Calendar dropdown. This calendar will be linked to the location.
Click Next to proceed to the Working Schedule tab.

 

Working Schedule Configuration

In the Working Schedule tab:
  1. Select the schedule that will apply to this location from the Schedule Name dropdown. This will associate a specific working schedule (e.g., "Onboard Meeting" or "Bi-Weekly Shift") with the location.
  2. Click Save to save the new location and its associated settings.

Frequently Asked Questions (FAQ)

1. Can I add multiple locations?

 Yes, you can add as many locations as needed by following the same process for each one.

2 . What happens if I don't enter all location details?

All fields (such as Name, Address, City, State/Province, Zip Code, and Country) must be filled in before you can save the location.

 

3. Can I edit a location after adding it?

Yes, you can edit any existing location by clicking the Edit button next to the location in the Location tab.

 

4. Can I upload a location image?

 Yes, you can upload an image for the location in the Location Image field, which is optional.

This guide ensures that you can correctly add and configure new locations in Plumm, assigning them to a calendar and working schedule.