The 'Location' page is where you can manage and view your locations details. An location's details allow you to view and set up their information such as, but not limited to:
- General information and address.
- Policies unique to the location.
- GPS and Geofence information.
- Go to Manage and click Locations.
Location List
The Location list will provide a list of all your locations within your ExakTime system. You can also search for and add locations, merge locations, and filter the list to show active, inactive, or all locations.
The page can provide the following columns by default:
-
- Clicking this icon will allow you to view and/or edit a location's details.
- Active - If the location is active or not in ExakTime. Can be toggled from the location list.
- ID
- Name
- Category
- Comments - Any comments entered in the location's details.
- GPS - Indicates if a GPS/Geofence has been set up for the location.
- JobClock - Indicates if a JobClock has been assigned to the location.
The column manager button allows you to add, remove, or move columns and group up locations.
Location Details
Click the pencil icon towards the left of an existing location to view their details or click Add Location to create a new location.
As there are multiple tabs for location details, we have broken them down for easier reading.
- Location Name: A mandatory field for the location that will be shown in ExakTime Connect and ExakTime Mobile.
- ID: An optional field to denote the location ID.
- Address: An optional field for the address for a location. If an address is entered, ExakTime Connect will try to generate a GPS coordinate for the location.
- Contact Information: An optional field for information relating to the main contact for a location (e.g. Owner, manager, etc.).
- Category: An optional drop-down field for use with reports and when viewing the location list.
Location based policies are used to specify a daily overtime, in/out rounding, or shift rounding for any employees working at this location.
Additional Information
For more information regarding location policies, you can refer to Location Policies.
Upload pictures related to a location. These pictures are only seen within ExakTime Connect. Pictures should be .gif, jpg, or .png, and smaller than 2 MB.
The GPS is initially based on the address from the "General" tab. The GPS can be further adjusted as needed.
Additional Information
For more information regarding the location GPS/GEOFence, you can refer to Setting up and Using the GEOFence.
JobClocks are physical devices used to clock in/out on with keytabs.
Field notes created for the location.
Viewsets allow you to specify what cost codes can be used with a location.
Additional Information
For more information regarding location viewsets, you can refer to Location Viewsets.
Custom Fields allow you to associate extra information with a location. These will primarily be used in your Location list and within the time card details.
We include a default custom field labeled 'Job Type' to indicate if a location is a 'Standard' or 'Certified' for certified reports.