RB User Guide > Entities > Locations

Adding locations to RB

You can add locations to RB in the Entities module or on the fly in cases and jobs.

1. Start a new location

   • From scratch

     1. Entities > Locations
     2. Check that the location does not already exist in your RB database. See Searching locations.
     3. If the location doesn’t appear in your search, click New in the Locations window.

   • Within a job

     1. Calendar > Jobs (List View)/Jobs (Monthly View)/Jobs (Weekly View)
     2. Find job. See Searching in RB.
     3. Click Edit in the View Job window.
     4. In Edit Job window, scroll or jump to Job Location pane.
     5. Select Location in Location Type drop-down.
     6. Click Location field’s . (If you are changing from an existing location, click > Lookup Location.)
     7. In the Lookup Location panel, click New.

   • Within a case

     1. Calendar > Cases
     2. Find case. See Searching cases.
     3. Click Edit in the View Case window.
     4. In Edit Case window, click More > Jobs (List View).
     5. Continue with steps in Within a job section above.

2. Enter required information

   In the New Location window, enter the location’s name in *Location Name (required).

3. Enter optional information

   You can enter information now or at any time after saving:

   • General

     To enter basic location information, including contact information and important warnings, see Entering general location information.

4. Save location

   Click Save >

   • Save & Edit: To enter more location information. The window changes to Edit Location, adds additional panes, and scrolls to Tags pane. See Updating locations.
   • Save & Close: If you have no more information to add at this time.

   Step-by-step instructions

   • Searching locations
   • Looking up locations
   • Updating locations
   • Entering general location information