Location - Settings

Location Settings is where you define area types, markets, districts, and regions associated with your locations. Adding this information to Woven allows you to group locations more effectively, create site data, and make full use of features like Incidents and Location Audits, which depend on clearly defined physical areas. Additionally, we've added a realignment tool to make bulk changes to your Location settings more efficient!

To access Location Settings, click on Locations > Settings:

There are currently 6 tabs in Location Settings:

1. The 'Area Types' tab – this tab is where you can add the physical area types for your location(s). To add a physical area type to Woven:

1. 1. Click “+ Add Physical Area Type.”
   2. Enter the name of the physical area type.
   3. Click the green “Save” button to add the new physical area type.

To delete an area type:

1. Hover over the area type
2. Click on the red trashcan icon

2. The 'Markets' tab – this tab is where you can add the market(s) for your location(s). To add a market to Woven:

1. 1. Click “+ Add Market.”
   2. Enter the name of the market.
   3. Click the green “Save” button to add the new market.

To delete a market type:

1. Hover over the area type
2. Click on the red trashcan icon

3. The 'Districts' tabs - this tab is where you can add the districts(s) for your location(s). To add a district to Woven:

1. 1. Click “+ Add District.”
   2. Enter the name of the district.
   3. Click the green “Save” button to add the new district.

To delete a district type:

1. Hover over the area type
2. Click on the red trashcan icon

4. The 'Regions' tab - this tab is where you can add the region(s) for your location(s). To add a region to Woven:

1. 1. Click “+ Add Region.”
   2. Enter the name of the region.
   3. Click the green “Save” button to add the new region.

To delete a region type:

1. Hover over the area type
2. Click on the red trashcan icon

5. The 'Site Data' Tab - this tab is where you can update your site data sections and fields.

Visit the Site Data Help Article for full how-to steps on creating Site Data fields and sections. 

6. The 'Realignment' Tab - this tab is where you can make changes to Location specific updates in bulk!

PRO TIP: Have a new Regional Manager for multiple locations? Easily update at once using the Realignment tool.

To realign a field within a Location:

1. Click on the 'field to realign' drop-down box.
2. Choose the field to realign.
3. Choose the market, district, or region that you would like to realign to.
4. Choose which Locations to update in the drop-down 'Locations to Update' box.
5. Click Preview to review changes.
6. After you've reviewed the changes, click 'Realign"

To realign a person within a Location:

1. Follow steps above
2. In Preview, if the person you are realigning does not have access to the Location you are realigning them to, the Location will turn yellow. 
3. Once you realign, that person will gain access to that Location.