Location Hierarchy - Structure
UpKeep simplifies location management with a two-level hierarchy: Primary Locations (like plants or buildings) and Sub Locations (such as floors, rooms, or zones). They're nested for easy organization and smooth management. 🏢
💡Create a clear naming structure within your account to help your team members understand things better.
Example:
Primary Location Name - Sub Location Name
Main Building - Second Floor
Viewing your Location Hierarchy in UpKeep
💡Primary Locations will have a number displaying the Sub Locations
Navigating the Locations Section
Find the "Locations Tab" on the left side of your screen.
Use the extra options icon to Import/Update and Export.
Simply click on the "+ Location" button to add new locations manually
Viewing your Location Information
Choosing a location from the Locations section enables you to see the following associated items:
Assets
Files
Work Orders
Parts
Floor Plans (available with Business Plus subscription)