Manage location types

An overview of how to manage location types.

The Locations page allows you to view your organizations and location count by location type. Each location type represents an organization. The list displays the location type, location count and available actions for each level of the hierarchy.

Note: Depending on your access rights, you may be able to only view and not edit Location details.

To access the Locations page, select Data Management > Locations. Data Management / Locations appears at the top of the Locations page. The system presents a list of the location types.

For each location, you can

  • Import Locations - Select Import and browse to the appropriate file on your system. Select OK.
  • Export Locations - Select Export . A message appears indicating the export is in process. To view and download the extracted file, go to the Notifications page.

    Tip: To export all of the locations from the system, make no selections in the Export Options pop-up and click Export

  • Import Hierarchies - Select Import Hierarchies and browse to the appropriate file on your system. Select OK
  • Export Hierarchies - Select Export Hierarchies. A message appears indicating the export is in process. To view and download the extracted file, go to the Notifications page.