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Version: 3.1

Create a location

Overview​

This flow describes how to add a new location to a facility in Care.

Pre-requisites​

  • You are a member of the facility.
  • If you create a Bed, select a parent location first. Care does not create a Bed without a parent location.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Create/Update Facility LocationsLets you create a location under an existing location and update locations.

Note: To create a top-level location, which has no parent location, you need a different permission. That permission covers the management of the facility's departments.

Steps​

1. Open the locations settings​

  1. Open the facility.
  2. Select Settings.
  3. Select Locations.

2. Start a new location​

Select Add Location.

3. Choose the location form​

Choose the Location Form. The Location Form is the type of place, for example Building, Ward, Room, or Bed.

Note: You cannot change the Location Form after you create the location.

4. Create multiple beds (optional)​

This step applies only if you choose Bed and select a parent location.

  1. Turn on Create Multiple Beds.
  2. Choose how many beds to create. The count is from 2 to 15.
  3. Keep the default names. Care names each bed with the parent location's name and a number.
  4. To set each name yourself, turn on Customize Names. Then enter a name for each bed.

5. Enter the location details​

ComponentsWhat it captures
NameThe name of the location. This field is mandatory.
DescriptionMore information about the location. This field is optional.
StatusThe status of the location. The default value is Active.
Operational StatusThe operational status of the location. The default value is Unoccupied.

6. Save the location​

Select Add Location.

Expected Outcome​

  • Care creates the location in the facility.
  • If you create multiple beds, Care creates each bed under the parent location.

Concepts:

Flows: