Manually Adding Locations

Locations, locations, locations. You can add locations to your MainEvent site from several loca…..spots on the site. You can use the Add Locations Tool, you can add them while creating an event. But what about those really special locations that you want to really focus on? Well those you can add manually. Let’s do it.

Creating Global Locations

To start manually adding a location to your MainEvent site, click Locations in the Global navigation menu.

You will now be viewing the Global Locations Index page. This index lists all the locations in the system. You can learn about how the index pages function in another section of this document. To begin adding a new location, click Add New Location in the upper right of the page.

This will load the Add Location page. Begin by entering the Location Name.

The first section of the page also lets you assign a Chain Owner and Location Chain (if using). Parent Location Chains allows you to create nested chain entries so that subsidiary chains can be tied to their parent chain. These chains are added in the Admin section and instructions on how to apply them can be found in the Admin Instruction Manual.

The next section contains the address information. Be as specific as possible. This information will be used to help your staff find the location, as well as in recaps and reporting. It may also help users differentiate between locations with similar or duplicate names.

Next, are the checkboxes for Location Variables, which allow you to customize the recap definitions viewed by users if their location meets specific criteria. For example, say you’re running a program at hardware stores. If the hardware store has a garden center, you have additional questions to ask. If the location doesn’t have a garden center, those questions are not needed. Assign a location variable to the location with a garden center and the recap definition assigned to those events, and only users working at the store with a garden center will receive those questions.

To assign a location variable, click on the checkbox. To unassign, click it again.

The final section will contain any active global location custom fields as well as all client location custom fields. This section will only exist if you have added location custom fields in the admin section of the site. These fields will collect information that you want to collect or display that is specific to your venues, clients or programs.

When you have completed all sections, click Save. The site will reload to the Location Summary page for the new location.

Creating Client Locations

Locations can also be added from the Client level of the site. Click Locations in the client-level navigation menu and select Add Locations.

This will load the Add Location page. This page will look similar to that on the global level but will only include Location Variables and Custom Fields that have been activated on the client specifically.

In the first section, add the name of the location. This section also lets you assign a Chain Owner and Location Chain (if using). Chain Owner allows you to create nested chain entries so that subsidiary chains can be tied to their parent chain. These chains are added in the Admin section and instructions on how to apply them can be found in the Admin Instruction Manual.

The second section is address information. Enter as much information as possible here as this will be used to help your staff find the location, as well as in recaps and reporting. It may also help users differentiate between locations with similar or duplicate names.

Next, you will assign the Market and Location Type. These settings are client-specific.

Finally, you will see checkboxes for Location Variables. Location Variables allow you to customize the recap definitions viewed by users if their location meets specific criteria. For example, say you’re running a program at hardware stores. If the hardware store has a garden center, you have additional questions to ask. If the location doesn’t have a garden center, those questions are not needed. So, you assign a location variable to the location with a garden center and the recap definition assigned to those events, and only users working at the store with a garden center will receive those questions.

Assign a location variable to your location by clicking the checkbox. To unassign, click it again. Only Location Variables made active in the client admin will be visible here.

The final section will list any active Location Custom Fields.This section will only exist if you have added location custom fields in the admin section of the site. These fields will collect information that you want to collect or display that is specific to your program. Find out more about adding Location Custom Fields by reading the Admin Manual.

Complete any custom fields necessary.

Click Save.

The new Location Summary page will load. This page will display all the information that you just input about your new location. This page will also display all events that have been completed at the location or are scheduled for the future.