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Admin: How to Create Facilities and Facility Type

How to add, edit, or delete facility locations and facility types in the web platform

How to create a Facility Type:

You need to create a Facility Type before you can add individual facilities.

  1. In the Admin panel, open the Facilities dropdown and select Facility Types

  2. Click "+ Add Facility Type" button in the top-right corner

  3. Enter the Facility Type Name, Customer, and choose an Icon (e.g., office, warehouse, centre)

  4. Click Save

Once saved, this Facility Type will appear as a Facility Type option when creating individual facilities.

How to create a new location:

  1. In the Admin panel, click on Facilities
  2. Click "+ Add Facility"
  3. Complete the required * fields
    1. Facility Name
    2. Facility Type (select from the drop-down the previously created Location Type)
    3. Customer
    4. If you enter the address or the location in the Search bar, it will automatically update the coordinate and country fields
    5. Risk Level - Optional
    6. Alert Radius - Optional
    7. Number of Staff - Optional
    8. Click Next

If you would like to add documents/links for the facility, contacts, or users based here, you can do so. Click Next until you can Save.

Note: If you do not see a relevant Type/Location Group from the drop-down, ensure you create the Facility Group (e.g. Offices) before creating a new facility location.  

To edit or delete a location:

In the Facilities section of the admin area, scroll through the list or use the search bar to find the desired location. Click the "Pencil" icon to open the facility details in a pop-up window, where you can make and save any changes. To remove a facility entirely, click the "Bin" icon to delete it from the platform.