Location Groups

You can assign locations to multiple location groups.

Use location groups:

• To maintain the substitute's profile work locations and priority lists.
• To set up reason menus.
• For inquiry and reporting.

Location groups may or may not represent a hierarchy of groups:

You can assign search rules to each location group for callouts:

• Call only this group.
• Call only lower groups.
• Call this group, then lower groups.

Add a Location Group

1. From System Configuration, choose Location Groups.
2. Click New.
3. Complete the fields as needed:
   • Enter the Code and Name.
   • Choose the Used in Search Rules option. 
   • Select to Allow Priority Lists to allow the group to be used in priority lists.
4. Click Save.
5. Click Locations for the new group on the Location Group List.
6. Click New.
7. Choose the Locations for the group.
8. Click Save.

Manage Location Groups

1. From System Configuration, choose Location Groups.
2. Click the Code you want to modify.
3. Edit the fields as necessary.
4. Click Save.
5. Click Delete to remove the group.

Modify or Delete a Location from a Group

1. From System Configuration, choose Location Groups.
2. Click Locations for the group you want to modify.
3. Click New.
4. Choose the Locations, then click Save.
5. To remove a classification, select Delete, then click Delete.