The EX module allows you to easily manage your locations, whether they are active or archived. This feature gives you a better overview of your sites and helps you keep your data organized.
Accessing Your Locations
To manage your locations:
Click on your name in the top right corner of the platform.
Select Locations.
From this menu, you can:
Archive locations (to remove them from filters and reports while keeping the history).
Merge locations (if you need to combine two sites).
Active vs. Archived Locations
In the location list, you can distinguish between:
Active locations, which you still use daily.
Archived locations, which are deactivated but kept for reference.
Archived locations appear in gray and are not included in your filters or reports, avoiding any confusion.
Why Archive a Location?
Archiving a location can be useful in the following situations:
A location has closed, and you no longer want it to appear in your filters.
You want to keep the historical data without mixing it with active locations.
You want to simplify your reports by only showing current sites.
Filtering Employees by Location
In the left-hand menu, under Employees, you can filter your employees and data by location. This allows you to:
Quickly view information by site.
Save time in your daily management.
Feel free to reach out to us via the chat if you have any questions.