
Overview
The other item of structural data within Vivantio is LOCATION which can describe the physical locations that would be useful to track in the system. This can be at any level (building, department or office) and TICKETS, CALLERS and items of equipment (ASSETS) can be assigned a location. Assigning LOCATIONS is particularly helpful when tracking down people or equipment to resolve incidents, and for auditing what ASSETS are installed in each location. Care needs to be taken with the level of granularity which LOCATIONS go down to, to ensure it does not become too difficult to select and assign a LOCATION. Please note that it is very straight forward to change the label for LOCATIONS in the admin area, to rename Location to Site, Address or Department for instance. If the CLIENTS area is disabled it is possible to use LOCATIONS to record Department information and link TICKETS to the defined Departments in a simpler way.
Guidance
Clients EnabledCLIENTS LOCATIONS and CALLERS represent real things, people and concepts within Vivantio, as defined in the diagram to the right. With the CLIENTS area enabled there are a set of specific relationships that can exists:•A CLIENT can have any number of CALLERS associated with it however a CALLER must and can only belong to one CLIENT •A CALLER cannot be moved from one CLIENT to another •A CLIENT can have any number of LOCATIONS associated with it however a LOCATION must and can only belong to one CLIENT •A LOCATION cannot be moved from one CLIENT to another •A LOCATION can have any number of CALLERS associated with it however a CALLER can be associated to only one LOCATION (or no LOCATION at all) •Within a CLIENT, a CALLER can be moved from one LOCATION to another
Clients DisabledWith the CLIENTS area disabled the relationships between CALLERS and other objects become simpler. Please note that LOCATIONS can be renamed, potentially using LOCATIONS to record Departments or other organizational units. •A LOCATION can have any number of CALLERS associated with it however a CALLER can be associated to only one LOCATION (or no LOCATION at all) •A CALLER can be moved from one LOCATION to another. Historic TICKETS will retain the LOCATION specified at the time of creation
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Reviewed: 28 March 2023