Manage Locations

Manage Locations

Location Management Overview

The  Locations feature enables organizations with multiple bases or locations to filter and organize data by specific Location.


Who Can Manage Locations?

Client Administrators and Operational Control Managers in OCC organizations have the ability to manage Locations.

 

What Can You Do with Locations?

  • Form Integration: Baldwin can add a Location picker field to any form, allowing users to select a specific location from your organization’s Locations database.
  • Location-Based Reporting: Form Owners can generate reports with location-specific data using Baldwin's tools like  Excelerator Assurance Charts, or  Charts.
  • Region IntegrationLocations can also work with the Regions feature to filter notifications and views across multiple Baldwin features, enhancing targeted data management and communication.

This feature supports streamlined data tracking and reporting for multi-location organizations.


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Regions

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