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. đ˘
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.
âKey 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.
đĄCreate 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
Click âLocationsâ in the Left-Hand Menu
Navigate to the Locations section using the main sidebar.
Locate the Parent Location
Find the parent location in your list.
If a location has sublocations, youâll see a small expand icon (â¸) next to its name.
Click the Expand Icon to View Sublocations
Click the ⸠icon to expand and reveal all associated sublocations beneath the parent.
Navigating the Locations Section
Open the Locations Tab
From the left-hand menu, click âLocationsâ to access the full list of your organizationâs locations.
Add a New Location
Click the âCreate Locationâ button in the upper-right corner to manually add a new location.
Fill out the required fields such as Name, Parent Location (if applicable), and any other relevant details, then click Save.
Import, Update, or Export Locations
Click the three-dot menu (âŽ) in the top-right corner of the Locations screen.
From here, you can:
Import/Update Locations using a CSV template.
Export Locations to download your full list.
Viewing your Location Information
Click on a Location Name
From the Locations list, select the location youâd like to view.
Explore the Location Detail Tabs:
Details â Shows the locationâs name, address, assigned workers, teams, vendors, customers, and parent location.
Work Orders â Lists all work orders linked to this location, including open and completed jobs.
Assets â Displays assets currently assigned to the location.
Files â Includes documents, manuals, receipts, and other files uploaded to the location.
Parts â Shows inventory items assigned to or stored at the location.
Floor Plans (Professional & Business Plus plans only) â Allows you to upload and view floor plans tied to the location.
