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Create a Location

Register physical spaces in Zeltask so they can be referenced in inspections, actions, tickets, and asset management. Each location serves as a central point for organizing work in that area.

Before You Start​

  • You need permission to create locations
  • Gather information about the space: name, description, and any relevant photos or documents

Steps​

Step 1: Open the Locations module​

  1. Click Locations in the left navigation bar
  2. You see cards for existing locations
  3. Click Create Location

[Screenshot: Locations module with Create Location button highlighted]

Step 2: Enter the location name​

  1. In the Name field, enter a clear, descriptive name
  2. Use consistent naming conventions across your organization

Examples:

  • "Production Hall A"
  • "Cold Storage Room 1"
  • "Sanitization Area - West"

[Screenshot: Name field filled in with location name]

Step 3: Add a description​

  1. In the Description field, provide additional context
  2. Include information that helps identify or understand the space

Examples:

  • "Main production floor for bottling lines 1-3. Contains 5 filling stations."
  • "Temperature-controlled storage for raw ingredients. Maintained at -18°C."

[Screenshot: Description field with detailed information]

Step 4: Upload media (optional)​

  1. In the Media section, add photos or videos
  2. Use images that help visually identify the location

Suggested media:

  • Overview photo of the area
  • Entrance or signage
  • Key equipment in the space
  • Safety information posted

[Screenshot: Media upload section with location photo]

Step 5: Attach files (optional)​

  1. In the Files section, upload relevant documents
  2. Supported formats include PDF, DOC, DOCX, and others

Useful documents:

  • Floor plans or layouts
  • Safety procedures for the area
  • Operating instructions
  • Compliance documentation

[Screenshot: Files section with uploaded PDF document]

Step 6: Save the location​

  1. Review all entered information
  2. Click Save

The location is now available throughout Zeltask.

[Screenshot: Completed location form ready to save]

What Happens After Creation​

  • The location appears in the Locations module
  • A unique QR code is generated for the location
  • The location can be selected in actions, inspections, and tickets
  • Assets can be assigned to this location

Example: Creating a Production Area​

FieldValue
NameProduction Hall A
DescriptionMain production floor for packaging lines. Contains Lines 1-3, conveyor systems, and labeling stations. Daily cleaning required.
MediaPhoto of hall entrance, overview of production lines
FilesHall A floor plan (PDF), Emergency evacuation route (PDF)

Tips​

  • Use clear, consistent naming that everyone understands
  • Include enough description to distinguish similar locations
  • Upload photos that show the current state of the area
  • Attach safety documents for areas with specific requirements
  • Create locations before assigning assets to them
  • Review and update location information when changes occur