Table of contents:
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’.