Getting Started

To manage your organization’s facilities, click on the Settings module and the “Facilities” section.

3076 — Facilities section in Organization Settings

Facilities Layout

Searching on the Facilities List

The search bar on the Facilities List allows you to search for facilities managed by your organization.

Searchable Parameters
Legal Name
Short Name

Add Facilities

Step 1: Click “Add Facility” at the top right corner of the Facilities List.

Step 2: A pop-up will appear for you to fill out the information to add a new facility to the platform.

Step 3: The “Save” button will be enabled once all required fields are filled.

Required fields
Facility Legal Name
Facility Short Name
Address Line 1
City
Country
State/Province
Postal Code

Step 4: Click “Save” to add the new facility.

Step 5: A green banner will appear on the top of the Facilities List to indicate that the facility has been successfully added to the Facilities List.

Edit Facility

Step 1: On the Facilities List, click the facility that you would like to edit.

Step 2: A pop-up will appear for you to edit the facility.

Step 3: Once the fields are edited, click “Save”.

Step 4: A green banner will appear on the top of the Facilities List to indicate that changes have been successfully saved.