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Locations

Learn how to organize equipment by location in Kuviq.

Overview​

Locations represent physical areas where equipment is stored or used. A well-organized location structure helps you:

  • Find equipment quickly
  • Assign inspectors to specific areas
  • Generate location-based reports
  • Restrict user access by area

Location Types​

Common location types include:

TypeExamples
BuildingsHeadquarters, Warehouse A, Factory 1
FloorsFloor 1, Ground Floor, Basement
RoomsRoom 101, Server Room, Break Room
AreasLoading Dock, Assembly Line, Parking Lot
SitesNorth Campus, Downtown Office, Remote Site
VehiclesTruck 1, Service Van, Fleet Vehicle

Accessing Location Management​

  1. Navigate to Admin > Locations
  2. View all locations in your organization

Locations List

The Location List​

The location list displays:

ColumnDescription
NameLocation name
ParentParent location (for hierarchy)
ItemsNumber of items at this location
DescriptionOptional description

Creating Locations​

Creating a Single Location​

Location Creation

  1. Click Add Location
  2. Enter the location name
  3. Add a description (optional)
  4. Select a parent location (optional, for hierarchy)
  5. Click Save

Creating Child Locations​

To create a nested structure:

  1. Click Add Location
  2. Enter the name
  3. Under Parent Location, select the parent
  4. Save

The new location appears nested under its parent.

Bulk Location Creation​

For many locations:

  1. Click Import Locations
  2. Upload a CSV file with location data
  3. Map columns to fields
  4. Review and import

Location Hierarchy​

Location Hierarchy

Why Use Hierarchy​

Hierarchical locations provide:

  • Organized structure
  • Inherited access (assign parent = access children)
  • Aggregated reporting
  • Logical grouping

Example Structure​

Main Building
├── Floor 1
│   ├── Room 101
│   ├── Room 102
│   └── Break Room
├── Floor 2
│   ├── Room 201
│   └── Room 202
└── Basement
    └── Storage

Warehouse A
├── Loading Dock
├── Aisle 1
├── Aisle 2
└── Shipping Area

Depth Limits​

You can nest locations up to 5 levels deep:

  1. Site
  2. Building
  3. Floor
  4. Area
  5. Room

This should accommodate most organizational structures.

Editing Locations​

Changing Location Details​

  1. Click on a location
  2. Update name or description
  3. Save changes

Moving a Location​

To change a location's parent:

  1. Edit the location
  2. Select a new parent location
  3. Save

All child locations move with it.

Merging Locations​

To combine two locations:

  1. Move all items from one location to the other
  2. Reassign any users restricted to the old location
  3. Delete the empty location

Deleting Locations​

Prerequisites​

Before deleting a location:

  1. Move or delete all items at that location
  2. Reassign any users restricted to that location
  3. Move or delete any child locations

Deleting​

  1. Click on the location
  2. Click Delete
  3. Confirm the deletion
Cannot Delete

Locations with items or child locations cannot be deleted. Remove these first.

Location-Based Features​

User Access Restrictions​

Restrict users to specific locations:

  1. Edit the user in Admin > Users
  2. Under Locations, select allowed locations
  3. Save

Users only see items at their assigned locations.

Location-Based Reports​

Generate reports filtered by location:

  1. Go to Reports
  2. Select or create a report
  3. Filter by location
  4. Generate

Reports can cover a single location or a parent with all children.

Inspection by Location​

View inspections by location:

  1. Go to Inspections
  2. Filter by location
  3. See all inspections at that location

Moving Items Between Locations​

When equipment is relocated:

Single Item​

  1. Open the item's details
  2. Click Edit
  3. Select the new location
  4. Save

Multiple Items​

  1. Go to Items
  2. Select multiple items (checkboxes)
  3. Click Bulk Actions > Change Location
  4. Select the new location
  5. Confirm

Location History​

Location changes are recorded in the item's event history, showing:

  • Previous location
  • New location
  • Date/time of change
  • Who made the change

Best Practices​

Naming Conventions​

Use consistent, clear names:

GoodAvoid
Building A - Floor 1Bldg A F1
Main WarehouseMW1
Server Room 101SR

Structure Guidelines​

  1. Start broad - Create top-level locations first
  2. Add detail as needed - Don't over-organize initially
  3. Be consistent - Use the same structure across similar sites
  4. Plan for growth - Leave room for expansion

For Multi-Site Organizations​

  1. Create a top-level location for each site
  2. Use consistent sub-structures across sites
  3. Use location restrictions to separate site teams
  4. Consider location in reporting and dashboards

For Single-Site Organizations​

  1. Keep structure simple
  2. Only add levels that provide value
  3. Location restrictions may not be necessary
  4. Focus on logical equipment groupings

Troubleshooting​

Can't Delete a Location​

Check for:

  • Items still at the location
  • Child locations that need moving
  • Users restricted to that location

Items Not Appearing​

Check:

  • The item's current location assignment
  • User's location restrictions
  • Filter settings on the item list

Location Hierarchy Issues​

If hierarchy seems broken:

  1. Check parent assignments are correct
  2. Verify no circular references
  3. Review for duplicate location names

Import/Export​

Exporting Locations​

  1. Go to Admin > Locations
  2. Click Export
  3. Choose format (CSV or Excel)
  4. Download

Import Format​

CSV file should include:

Name,Parent,Description
"Main Building",,""
"Floor 1","Main Building","First floor offices"
"Room 101","Floor 1","Conference room"

Next Steps​

  • Users - Assigning users to locations
  • Permissions - Location-based access control
  • Items - Viewing items by location