EM Locations
Company Tracker action: implementation-setup-em-locations
Milestone: Equipment Management / Module Setup (milestone_id=15, core_milestone_id=2)
Order: 6
Estimated duration: 0.5 hours
Typical owner: Controller
Purpose
Complete the Equipment Management Module Setup action for EM Locations so decide/load/accept is clear before live EM. Form field detail stays on the Vista article.
Prerequisites
- Optional capability: enable only when in scope (otherwise hide via Tracker visibility).
- Decide whether location tracking is required for your fleet, or departments alone are enough.
- Know the three assignment patterns you will use: job only, non-job location (shop/yard), or job + location.
- EM Location Transfer is the tool that creates transfer history when equipment moves.
Vista configuration article
See the detailed Vista guide:
Field meanings and form steps live there. Do not restate them on this page.
Implementation guidance
- What they are: locations list all the places where equipment can be assigned. A location is another identifier on the equipment.
- Transfers: locations can be used in location transfers, which move equipment from one location to another. Some clients set up a big job site as a location so they can transfer equipment to and from it.
- Decide / load / accept: agree the location list, key it, and accept with the owner. Hide this action in the Tracker if the client won't use locations.
Done when
- In-scope setup for this action is loaded (or explicitly N/A / hidden when optional and out of scope).
- Owner accepts the decide/load result for go-live.
- Linked Vista configuration matches what was accepted.