Table of contents:

When is this helpful?

Adding a location

Editing an existing location

Related Articles

When is this helpful?

When you need to add a new location of a company/department. When you need to update or edit the information of a certain location due to a change in address, location code, or email addresses of auditors, etc.

Recommendation:

To add or edit the location, log in to the GoAudits Portal on a desktop.

Adding a location

Step 1: Go to the admin portal: https://admin.goaudits.com/. Under ‘Setup’, select ‘Locations’.

This area displays all the locations that have been added to the portal.

Step 2: Click 'Add' on the top-right.

You will be taken to the 'Add Location' page where you can add the following information:

  • Location Name

  • Location Code

  • Address

  • Zipcode/ Postcode

  • Time Zone

  • Email address (‘To Email’ and ‘Cc Email’)

  • Action plan assignee

  • Tags

You can add an assignee for the location by clicking on 'Action Plan Assignee'.

You can also add location tags by clicking on 'Advanced Tags'.

Step 3: Once you are satisfied with the changes made to the location, click ‘Save’.

Related:

Who is an Action plan assignee? (when we get the final URL)

What are Advanced Tags? How can I use them? (when we get the final URL)

Editing an existing location

Step 1: Click on the 3 dots on the right of the location you wish to edit and then select ‘Edit’.

Step 2: You will be redirected to another screen (screenshot below) where you can change the following location information.

Note: You can’t change the Company linked to a location.

Step 3: Once you are satisfied with the changes made to the location, click ‘Save’.

Related:

How to Restore a Location?

How to delete a location?

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