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Edit Location in Plumm

Summary

This guide explains how administrators can edit a location in Plumm. Editing a location allows you to update details like name, address, and working schedule, and select the calendar associated with the location.


In this article

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

Before you begin

To edit a location, you must be an administrator with access to the Settings section. Ensure you have all the details required for the location you want to update.

Step 1: Add a location

  1. Navigate to Admin > Settings and select the Location tab.
  2. Find the location you want to edit and click on the Action button (three dots).
  3. Click Edit to open the Edit Location form.
  4. You will see the following fields:
    • Name: Enter the location name. This field can be edited.
    • 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 or update the location’s full address.
    • City: Edit the city associated with the location.
    • State/Province: Update the state or province for the location.
    • Zip/Postal Code: Modify the postal code for the location.
    • Country: Choose or update the country of the location from the dropdown.
    • Location Image: You can also change the location's image by uploading a new one.
  5. After entering the required changes, click Next to move on to the Calendar section.

Calendar Configuration

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

 

Working Schedule Configuration

In the Working Schedule tab:
  1. Schedule Name: Select the working schedule for the location (e.g., Daily Working Schedule or Bi-Weekly Working Schedule).
  2. Update the Daily Working Hours for each day of the week as needed.
  3. Once the changes are made, click Save to save the edited location and its associated details.

Frequently Asked Questions (FAQ)

1. Can I edit a location's calendar?

Yes, you can edit the calendar assigned to a location by selecting a new calendar from the Choose a Calendar dropdown in the Calendar section.

2 . Can I edit a location's working schedule?

Yes, you can update the working schedule linked to the location in the Working Schedule section.

 

3. What happens if I don't update all the required details?

All fields marked with a red border (e.g., Name, Address, City) must be filled out before you can save the edited location.

 

4. Can I change the location name after it's created?

Yes, the location name can be edited. However, if the name already exists, you will need to provide a unique name.
 
 

5. What if I need to cancel editing a location?

You can cancel any changes by clicking the Cancel button in the top-right corner of the form.

This guide ensures you know how to edit and update locations in Plumm, from location details to the working schedule and calendar association.