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Eptura Knowledge Center

Locations

About Locations 

Your organization may have several offices located in different cities and/or countries. In Condeco you can create Countries, Regions, Locations, and Floors, enabling your users to search for available meeting spaces and personal spaces exactly where they need to work and collaborate.

 Example: An organization has several buildings (Locations) in multiple states (Regions) of the US (Country). In Condeco they create the following:

  • Country = US
    • Region = New York
      • Location = Millbank Center
      • Location = Tower Place
    • Region = Florida
      • Location = Miami Mansion
    • Region = California
      • Location = Beach Front Tower
      • Location = Sunshine Center

First, create a Country and then create a Region and Location.

How to add a new country

  1. Navigate to Application Setup > Locations.

    Note that the Country may be opened automatically if you have one (and only one) already created. To navigate back to the Country field, click the Country name in the navigation menu.
    app setup location 01.png
  2. Click Add New Country to open the country form.
    app setup location 02.png
  3. Refer to the table below to complete the fields for the new country.
    app setup location 03.png
    Location Admin Description
    Country Enter the name of the country.
    Country Code Enter the shortcode for the country. i.e. UK or USA.
    Currency Symbol Click the drop-down to select the currency symbol.
    Other pls specify If the currency symbol is not listed, you can enter it here.
    Currency Code This field automatically updates when the currency symbol is entered.
    International calling code Enter the telephone country code.
    Time format Click the drop-down to select the time format users will see in the search. 12hr clock or 24hr clock. For 12hr clock, tick to display AM / PM indicators.
    Short date format Click the drop-down options to select the country’s short date format including the desired separator. i.e. date/month/year.
    Long date format Click the drop-down options to select the country’s long date format. Include separators if required or select a space as the separator.
    First Day of Week Click the drop-down and select either Sunday or Monday as the first day of the week.
       
  1. Click Save.

How to edit an existing country

  1. Navigate to Application Setup > Locations.
  2. Click the drop-down and select the country from the list.
  3. Click Edit country details to the right of Add new region.
    app setup location 04.png
  4. Refer to the table above to complete the fields for the new country.
  5. Click Save when done.

Next step

Now add a new region and location for the new country. See below.


Add or edit a region and location

Before you start

Before you can create a region and location, you need a country. Learn how

How to create a new Region and Location

  1. Navigate to Application Setup > Locations.
  2. Click the Specify a country drop-down and select the country for the new region. If you only have one country configured in Condeco, skip to the next step.
  3. Click Add New Region.
  4. Enter a name for the new region and click Save.
  5. Click Add New Location or select an existing location to open the location form.
  6. Refer to the table below to complete the fields for the location.
    Location fields Description

    Location Name

    Enter a name for the location.

    Status

    By default the location is Open. Click the button at the bottom of the form to mark the location as Closed.

    Type

    Select Office Space.

    Address

    Enter the location’s address.

    Email

    Enter the email address the location will send emails from.

    Visitor Direction Email

    Click to configure an email template for visitors.

    Time Zone

    Select the time zone. Condeco will automatically adjust for daylight savings time.

    Floors

    Type the number of floors above and below ground at the location.

    Define floor names

    It is best practice to apply a floor name for each floor. Click to define your floor names. If no other names are obvious, we recommend 1=First or 1st, 2=Second or 2nd, etc.

    Geolocation

    Enter the latitude and longitude coordinates for the location. Required for proximity-based check-in.

    No Attendees meeting space Booking

    If ticked, the Attendees tab is disabled on the booking form for the location.

    Mandatory cost center override

    Tick to allow users to override the default cost center at this location. Only valid if the cost center on the booking form is mandatory.

    CC Payment and Cost Code Enabled

    Enable credit card payments and cost codes for the location. Contact support for more information.

    All Floors on Grid

    Tick to display group resources for all floors on the booking grid.

    Enable self-certification of users

    Tick to enable self-certification at the location. If enabled the field will expand for you to enter the text for the self-certification conditions users will be required to confirm, and the text to display when a user is unable to agree to the conditions.

    Additional information

    You can save information for other administrators about the location configuration here.

    Groups

    Move groups to the right-hand box to include them in this location. If this is a new installation you may not have created any groups yet.

       
  1. Click Save.

How to edit a Region name

  1. Navigate to Application Setup > Locations.
  2. Click the Specify a country drop-down and select the country that contains the region.
  3. Click the Region drop-down and select the region.
  4. Click Edit region details to the right of Add new location.
    app setup location 05.png
  5. Edit the region name and click Save.
    app setup location 06.png

How to edit a Location

  1. Navigate to Application Setup > Locations.
  2. Click the Specify a country drop-down and select the country that contains the region.
  3. Click the Region drop-down and select the region.
  4. Click the Location drop-down and select the location to edit.
  5. Refer to the table above to complete the fields for the location.
  6. Click Save when done.

Deleting Regions and Locations

It is important to delete all bookings in a location before deleting the location. Similarly, it is important to delete all locations contained in a region before deleting the region. Failure to do so may cause errors in the database.

We do not recommend deleting Countries, Regions, or Locations that have Zones, Groups, and Resources mapped to them. The Zones, Groups, and Resources must be moved to an alternative location first.

Next step

Create groups to manage the resources at the location. Learn about groups