Assets, work orders and reports all hang off this structure. When a job comes in, the zone tells the technician exactly where to go.
Set up zones by physical area
Create zones for the places equipment actually sits, not for categories of equipment. Use asset types to group equipment by category instead. You can then filter all fire extinguishers across every zone in one view. You find all three under Location & Zones in the left sidebar. Create them in order: locations first, then zones, then subzones.Create a location
1
Start a new location
Go to Location & Zones > Location and click + Create Location.
2
Fill in the details
- Location Name (required)
- Location Description
- Photos and Files related to the location
- Responsible Users and Responsible Team for the location
3
Create
Click Create.
Create a zone
1
Start a new zone
Go to Location & Zones > Zone and click + Create Zone.
2
Fill in the details
Choose the Location (required) it belongs to, enter the Zone Name (required) and a Description.
3
Create
Click Create.
Create a subzone
1
Start a new subzone
Go to Location & Zones > Subzone and click + Add Sub-Zone.
2
Fill in the details
Choose the Location (required) and Zone (required), enter the Sub-zone name (required) and a Sub-zone description.
3
Create
Click Create.