Workspace table
Locations
The Locations table stores the places work happens: client sites, facilities, buildings, posts, or routes. Location records carry the rules, instructions, and geofences that shifts and clock ins depend on.
Illustrative example
From locations to a useful workspace
- 01
Start with a table
Locations
- 02
Build a workspace
Sites
- 03
Focus the view
Active sites
A suggested way to organize your information. This diagram is not a product screen.
What belongs in this table
- 1Client sites and facilities with address and geofence.
- 2Site level rules such as required credentials or clock in radius.
- 3Parent company or client relationships for grouped reporting.
- 4Site instructions workers need before their first shift.
Fields to understand
Your account may use different field names and permissions. Use these examples to understand what each field contributes.
- Name and address
- The identity operators and workers recognize.
- Geofence
- The radius or boundary used to validate mobile clock ins.
- Parent company
- Link to the client or parent entity the site belongs to.
- Departments
- Sub areas of the site used for scheduling granularity.
- Requirements
- Credentials or qualifications required to work the site.
- Instructions
- Site specific guidance surfaced to workers on mobile.
Ideas for your team
List
Sites
The directory of every active location.
Calendar
Locations Schedule
Coverage viewed one site at a time.
List
Qualifications by site
Which credentials each location requires.
Example tabs
- Active sites
- By client
- By region