Admin mode provides the ability to change the location type or to disable or delete the location.

To use Admin mode, click on the radio button next to the location that you want to amend and click on the Admin mode button. You will be presented with a screen showing the Admin options available for that particular location. For reference purposes other tabs allow you to view the Details of the location for which you are making the change, and, if the location is a staff location, to view the staff associated with that location.

Admin mode – Change location type

To change the location’s type between staff, client and combined, select Change location type and click on Update.

Select the new location type that you want for this location from the drop down list in the screen that displays. Sometimes changing a location’s type will result in a Service location having to be specified, or in locations disappearing (effectively being deleted). Where a location will disappear a mapping needs to be defined to indicate where references to the location that will disappear, will be pointed. This means that further parameters may appear after you make your type selection, and those parameters need to be completed.

Admin mode – Change enable/disable status

Sometimes locations need to be temporarily removed from the system, such as during a building project, or, even though a location has gone forever, you may still want to be able to find work by that location.

The disable/enable function has been provided to cope with these situations. Disabling a location will remove the location from active use in the system (it will no longer appear in location drop down lists). Enabling the location will reinstate the location into active use.

When you click on the radio button next to Change enable/disable status in Admin mode, you will be presented with a screen like the following that allows the enable/disable status to be changed.

Beware – if you disable a location, any open question in that location will be moved to the mapped location you choose,and, all the staff in that location will be moved to the mapped location that you choose – if staff are moving to a variety of locations you might want to make the staff location changes before disabling the location!

Note that you can see all disabled locations by changing the Record status drop down to Disabled or Any in the display selection criteria at the top of the Location summary list page.

Admin mode – Delete location

Select the radio button next to Delete/merge location and then click on Update, if you want to remove all trace of a location from the system (use disable, as described above, if you want to retain the location).

Delete completely removes the location and all references to that location, by merging the location with the chosen location – in other words all references to the deleted location will become references to the merged location.

Select the location that all existing references to this location will become. Then click the tick box to confirm that you really do want to remove all trace of this location. When you click on Update the location will be removed, any staff associated with the location will be transferred to the location selected for mapping to, and you will be returned to the Location summary list where you can confirm that the location no longer appears.