Set up locations first
Before adding users or assigning training, set up your locations. Sites and departments power key parts of the system—including users, training assignments, and reporting. If they aren’t configured first, you may need to manually update records later.
What are locations?
Locations define how your workforce is organized. They consist of two levels:
Sites — Your physical locations, facilities, or plants
Departments — Teams within each site (e.g., Maintenance, Packaging, Warehouse)
Departments are created within sites, so you’ll need to add a site before adding departments.
Add a site
Go to Settings → Locations
Click Add Site
Enter the site name and region
Click Save
Add a department
Go to Settings → Locations
Select the site you want to add a department to
Click Add Department
Enter the department name
Click Save
Tips
Set up all sites and departments before importing users—users must be assigned to existing locations
You can create as many sites and departments as needed
Department names don’t need to match your CMMS—Learn can support a broader organizational structure across your workforce