Settings - Locations Utility

What is the Location List?

The Location List is a centralized directory used to define the Decks, Rooms & Storage Areas & Containers that are physically onboard your vessel. It functions as a self-referencing hierarchy, allowing locations to be nested to easily represent and navigate through the locations onboard your vessel.

The Location List is shared across all departments. For this reason, Location Names should be referred to by official names that are in use onboard. For best practices see our Location List Best Practices article.

Locations help users quickly filter, group, and identify records based on where they are physically located, ensuring data remains structured and easy to navigate.

Adding a Location

To add a new location:

• Click the “New Entry” button in the top right of the Location Utility,
  or

• Click the “+” button on an existing location to create a nested (child) location.

You will then see the “Add Location” dialog with the following fields:

• Location Name (required)

• Parent Location

• Department Tags

Click “Create” to save the new location, or use “Create & New” to save and immediately begin adding another.

Top Tip: The “Create & New” button retains values for Parent Location and Tags, allowing you to quickly add multiple related locations.

Moving a Location

To move a location within the hierarchy:

1. Locate the location you want to move and click the Edit button.

2. In the Parent Location drop down, select the new parent location, or clear the field to move it to the top (root) level.

3. Click Save to apply the change.

Important: Moving a location affects all data assigned to it. Because the Location List is shared across departments, any changes will be applied to all related data and may affect data you cannot see that is assigned to other departments.

Before moving or renaming a location, we recommend coordinating with the other users of YMS to ensure no data will be inadvertently affected by any change made.

Tagging a Location

Locations can be tagged to departments to control visibility and access:

1. Find the desired location and click the Edit button.

2. In the Department Tags field, select one or more departments from the dropdown.

3. Click Save to apply changes.