Available On: Lite, Starter, Professional, Business Plus
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. 🏢
In UpKeep, work orders are directly associated with a specific location and asset. When you assign a sublocation or child asset to a work order, it is linked exclusively to that sublocation or child asset. Meaning, in reports and searches, the work order will appear under the assigned sublocation or child asset and will not be visible when filtering by the parent location or parent asset.
Key Points:
Direct Association: Work orders are tied to the exact location and asset selected during their creation.
Reporting Implications: If a work order is assigned to a sublocation, it will be listed under that sublocation in reports. It won't appear under the parent location unless specifically filtered to include sublocations.
Filtering Considerations: To view work orders across both parent and sublocations, ensure your filters are set to encompass all relevant levels of your location hierarchy.
For optimal organization and reporting, it's advisable to establish a clear naming convention for your locations and assets. This practice aids team members in understanding the hierarchy and ensures accurate assignment and retrieval of work orders.
💡Create a clear naming structure within your account to help your team members understand things better.
Example:
Parent Location Name = Warehouse 1
Sub-Location = Floor 1 - Warehouse 1
Viewing your Location Hierarchy in UpKeep
Steps:
Click the Location Section on the left-hand menu
On the parent location, you can identify what parent location have sublocations with a
symbol next to the title. 
Navigating the Locations Section
Steps:
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 "Create Location" button to add new locations manually
Viewing your Location Information
Steps:
Click on the location you wish to view the details of.
From the page, you can click on the below tabs to see details on the location:
Details = Name, Address, Workers, Teams, Vendors, Customers, and Parent Location.
Work Orders - will show all work orders where this location has been applied.
Assets - the assets that are located at this specific location
Files - documents, manuals, receipts associated with this location
Parts - any part that has been assigned to this location will appear
Floor Plans (available with Professional + Business Plus Subscriptions)
