Create and Maintain Locations | Serendata Insight Help Center

Locations refer to the Locations in which you operate or are part of the Change Management Programme. This could be an Office, Call Centre, Factory etc. For Example: United Kingdom, Australia and America.

There are pre-existing Locations within Serendata but they can be fully edited to reflect the Locations in which your Organisation operate. Each Business Area can be expanded out to input Sub Business Areas. For Example: United Kingdom – London and Newcastle.

Once Locations have been entered, they can be pulled through onto the Action and Impact Grids within Serendata.

This article details how to:

Search for an existing Location
Create a new Location
Create a new Sub Location
Delete a Location

Searching for an Existing Location

If there is a long list of pre-existing Locations, it is possible to perform a search for the required Location.

Step	Action
1	Click in the bottom left-hand corner of the Home Screen. Note: The Cog displays all sections that need to be completed in order.
2	Select Core Data.
3	Select Locations from the Sub Menu.

Step	Action
4	Click in the Search field.
5	Type the name of the Location that you require. For Example: United Kingdom. As you partially type, Serendata will highlight all Business and Sub Business Area relating to your search in Blue. The more you input, the more refined the search results will be.
6	Select the required Location.

Add a New Location

To add a new Location in Serendata:

Step	Action
1	Click next to the Search field.

This activates a new Location field at the bottom of the list. This field will have a bright blue line under the field.

Step	Action
2	Enter the Name of the Location.
3	Click .

The new Location will appear as the last option within the tree.

Add a New Location

To add to a sub-Location under an existing Location:

Step	Action
1	Click corresponding to the Location field under which the Sub Location will reside. Note: This will display a new Location Input field.
2	Enter the name of the Sub Location in the new Sub Location field.
3	Click

The new Sub Location will appear as the last option within the tree.

Delete a Location or Sub Location

To delete a Location or Sub Location:

Step	Action
1	Click corresponding to the Business Area or Sub Business Area that is to be deleted.

The following system message is displayed:

Step	Action
2	Click to confirm the deletion.

This completes the guide for Creating and Maintaining Locations.