Location
Location Management allows organisations to maintain a list of the sites, buildings and rooms relevant to their institution. In this context site could refer to an institution, organization, or governing body. Site is the top tier of the location management system; within a site you can add buildings, and within a building you can add rooms. Some examples are provided below.
Site: University/College Name, Hospital Name
Building(s): New Medical Building, Abramsky Hall, Student Athletic Centre
Room(s): 201A, 201B, 430, 431, The Caldwell Room
Using the locations feature is useful to you if you plan to schedule clinical rotations or learning events in Elentra. Rotations and their corresponding blocks/slots can be assigned to sites, and learning events can be assigned a site, building and room. The building and room code will be displayed to event attendees so make sure the short codes you use are logical.
How to access locations
Log in as Medtech:Admin or Staff:Admin.
Navigate to Admin>System Settings.
If you have access to multiple organisations, click on the name of the organisation you want to manage locations for.
Click 'Location Management' from the left sidebar.
How to add and manage sites
From the Location Management screen click 'Add New Site'.
Provide the required information noting the following: Site Code: The site code will display with the name on dropdown menus when you are assigning a site (e.g., in a learning event or rotation). Province/State: This option will only be available after you have selected a country.
Click 'Save'. You will be directed to enter buildings for your new site.
When you return to the Sites page, the sites will be listed in the order they were added to the system. There is currently no user interface to reorder the list of sites.
To edit an existing site click on its name from the Location Management screen and then click the pencil icon beside the site name.
To delete an existing site click the checkbox beside the site from the Location Management screen. This will cause a delete button to appear. Click 'Delete Selected' and confirm your choice.
How to add and manage buildings
From the Location Management screen click on an existing site.
Click 'Add New Building'.
Complete the required information noting the following: Building Name and Code: Both of these will be displayed on the list of buildings and in learning events. City, Country, and Province: These will default to the same information as the site but you can change it as needed.
Click 'Save'. You will be directed to a page to add rooms to the building.
When you return to the Buildings page, the buildings will be listed in the order they were added to the system. There is currently no user interface to reorder the list of buildings.
To edit existing buildings click on a building name and then click the pencil icon beside the building name.
To delete existing buildings, click the checkbox beside the building name from the list of buildings. This will cause a delete button to appear. Click 'Delete Selected' and confirm your choice.
How to add and manage rooms
From the Location Management screen click on an existing site.
Click on an existing building.
Click 'Add New Room'.
Provide the required information noting the following: Room Number: This can represent the numbering customs in the building. Room Description: This is a required field that collects information. At present users will not see this information. Room Max Occupancy: This collects information and at present will not be displayed to users elsewhere in the system.
Click 'Save'.
The room will appear on the Building Rooms list.
When you return to the Rooms page, the rooms will be listed in the order they were added to the system. There is currently no user interface to reorder the list of rooms.
To edit existing rooms click on a room name and an edit window will open.
To delete existing rooms, click the checkbox beside the room name. This will cause a delete button to appear. Click 'Delete Selected' and confirm your choice.
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