How to create a new location and add location details

This document provides step-by-step instructions to create a new location and add location details in the Oloid Portal.

This document comprises of the following:

• Create location using Transaction
• Create location using Endpoint
• Adding location details

Create location using Transaction

Steps to create a new location through transaction:

1. Log in to the Oloid Portal.

2. On the home page of the portal, click Transactions on the left menu panel.

   

   The User Transaction Through Your Device page is displayed.

3. Click Location Settings at the bottom of the left menu panel.

   

   The Location Settings page is displayed.

4. Click Create Location on the right corner of the page.

   

   The Create Location pop-up box is displayed.

   

5. Enter Location Name.

6. Click Create. The location is created and listed on the Location Settings page.

   
   Note: You can enable the toggle button for Add Navigation Card. This creates a card view on the right menu panel for that location.

Create location using Endpoint

Steps to create a new location through endpoint:

1. Log in to the Oloid Portal.
2. On the home page of the portal, click Endpoints on the left menu panel. The Endpoints page is displayed.
3. Select endpoint name(s) from the listed endpoints.
4. Go to Action dropdown and select Add Location. The Add Location pop-up box is displayed.
5. On the pop-up box do the following:
   1. Click Select Location field. The search result lists existing locations.
   2. Click Add New. The Create Location pop-up box is displayed.
   3. Enter Location Name.
   4. Click Create. The location name is created and listed on the Location Settings page.

Adding location details

1. Log in to the Oloid Portal.
2. On the home page of the portal, click Transactions on the left menu panel. The User Transaction Through Your Device page is displayed.
3. Click Location Settings at the bottom of the left menu panel. The Location Settings page is displayed.
4. Select location name from the listed locations. The Location detail page is displayed.
5. Enter Address.
6. Enter Description.
7. Click + Add Building to enter Building Name (optional).
8. Click Save. The location address is updated.