Retire Location/Equipment
Note: Requires admin privileges to implement. Please contact your Landport Administrator. If you ARE your organization's Landport administrator and want to request Edit Location privileges for yourself or a co-worker, please submit a Support ticket.
IMPORTANT: Please do NOT delete locations or equipment. Instead, "retire" them, which enables you to still run reports, as well as easily reactivate, if necessary. If you think a deletion is needed, please submit a Support ticket.
To retire locations/equipment:
- From the Dashboard, tap Edit Locations. (Please note, steps 2 - 10 only have to be completed once. If that's the case, skip to step 11.)
- Within the "Select the location to edit" section, tap Create new location.
- The section title changes to "Select where to insert new location". Typically, you'll tap the very top of the location tree (if you tap the "+" sign, the tree will expand).
- The right side of the screen refreshes, and you'll want to populate it as follows, keeping the address (not shown) as is:
- Tap the "Add this new unit" button and tap "Okay" for the subsequent pop-up message.
- If you don't have one already, you'll want to create a special Manager account with "Deactivated Manager" in the last name field. Tap here for "Add Manager" instructions.
- Tap Edit Locations and expand the location tree, using the "+" sign.
- At the bottom of the tree, tap "zz - previously managed locations".
- Use the drop down to change the "Site Manager" to "Deactivated Manager"
- Tap the update button and tap "Okay" for the subsequent pop-up message.
- Drill down to the location which needs to be retired and tap the name.
- When the location profile appears to the right, change the "Parent" to "zz - previously managed locations".
- Tap the update button.
- Expand the tree, until you see the retired location under its new parent.
- If the retired site and/or any sub-locations are configured with "Available at Registration" as "Yes" (usually private spaces such as suites or floors, where a requestor could be assigned), they should be modified so that the "Site Manager" is "Deactivated Manager".
- Run the Preventive Maintenance Calendar for the retired building, and delete any PMs found. For instructions, tap here.
- If you need to prevent Requestors from submitting requests, please submit a Support ticket for guidance on the best way to proceed, based on your particular setup.
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