RB User Guide > Entities > Locations

Updating locations

When adding a location to your RB database or at any time later, you can add to or edit the location’s information.

1. Find the location

   Access a location to update in one of the following ways:

   • By searching

     Entities > Locations (see Searching locations).

   • In a job

     Click or > View [Location Type] next to Location in the Location pane of a job, then click Edit in the View [Location Type] panel.

2. Update information

   1. Within an Edit Location window, you can enter or update any information you entered, except notes entered in the Notes Log (which can only be canceled, see Canceling notes).

   • General

     Enter basic location information, including contact information and important warnings. See Entering general location information.

   • Tags

     Select tags to mark the location as part of specific groups, which you can use for different purposes, such as monitoring or marketing. See Organizing with tags. Location tags are set in Lists > Locations.

   • Repository

     Keep files related to the location in your RB database. See Uploading files to a repository.

   • Notes Log

     Keep a set of notes about this location for internal purposes. See Making notes, Managing notes logs, and Canceling notes.

   2. Click Save.

TIP: No longer need a location?

You can delete it or merge it into another location, saving its historical data. See Removing entities.

Reference

• Notes Log
• Tags
• Lists > Locations

Step-by-step instructions

• Adding locations to RB
• Searching locations
• Entering general location information
• Organizing with tags
• Uploading files to a repository
• Making notes
• Managing notes logs
• Canceling notes
• Removing entities