Location Profile Help

At least one location profile is required for an account. An employer account can have 17,000 locations and a location can have up to 640 departments. The location profile requires several fields that are marked in red boxes.

The two most important are "Location Name" and "State". Each name must be unique to that employer and 30 characters or less. If two locations are created with the same name both will be listed for selection and confusion will occur.  The location name is printed on OSHA logs and other compliance documents therefore be selective in naming locations.

The "State" value chosen during creation cannot be changed once saved. This is because the Workers Comp data captured for a location is state specific. Be sure to enter the correct state.

Function description

• Adding a location
• Editing a location
• Hiding a location
• Unhiding a location
• Deleting a location
• Undeleting a location
• Sample Location form in HTML format 

Add a new location:

This location will be included as a choice on the location selection “drop-down” lists.

You can only create a location if you have “Employer level “ Administration access when you login.

• Manage-Setup-Osha/WC
• location - New
• Next
• Enter the required fields noted in red
• Complete any other information about the location that is available
• Click on the “Save” button
• Enter a “Department Name” One is required
• If you have more departments select “Add Another”
• Click “Save” after entering the last department

Edit a location profile:
 

If you change the "Location name" after incident records have been created they will continue to carry the old location name on incident reports and summary reports unless updated individually. The "State" cannot be changed.Manage-Setup-Osha/WC

• Manage-Setup-Osha/WC
• location - Edit
• Next
• Select location to edit from drop-list if more than one exist
• Edit information. Field values in gray can't be edited
• If you need to edit more locations select “Edit Another”
• Click “Save” after you have completed editing locations

Hide a location:

Hiding a location not only affects this location but also hides all the departments, profiles and incident records associated with the location. Also, any users currently logged on at or below this location level will logged off the system and any profile and incident records associated with or below this location currently being edited by other users will be closed without their changes being saved.
 

• Manage-Setup-Osha/WC
• location - Edit
• Next
• Select location to edit from drop-list if more than one exists
• Hide
• Review "warning" 
• OK 

Unhide a location:

Unhiding a location not only affects this location but also unhides all the departments, profiles and incident records associated with the location.
 

• Manage-Setup-Osha/WC
• location - Edit
• Select "Show Hidden Records"
• Next
• Select location to unhide (in gray) from drop-list if more than one exists
• Unhide
• Review "warning" 
• OK  

Delete a location:

Deleting this location not only affects this location but also all the departments, profiles and incident records associated with the location. All the records are tagged for deletion but remain in the database for at least 30 days. During that time you will be able to undelete the records. Also, any users currently logged on at or below this location level will logged off the system and any profile and incident records associated with or below this location currently being edited by other users will be closed without their changes being saved.
 

• Manage-Setup-Osha/WC
• location - Edit
• Next
• Select location to edit from drop-list if more than one exists
• Delete
• Review "warning" 
• OK

Undelete a location: (you have until 11:59 PM EST to Undelete)

Undeleting a location not only affects this location but also undeletes all the departments, profiles and incident records associated with the location.
 

• Manage-Setup-Osha/WC
• location - Edit
• Select "Show Deleted Records"
• Next
• Select location to unhide (in gray) from drop-list if more than one exists
• Undelete
• Review "warning" 
• OK