Manage locations

The owner manages locations. Each case belongs to a location, and staff may be restricted to particular locations.

Add a location

1. Open Settings → Funeral home → Locations.
2. Select Add location.
3. Enter the location name, address and telephone number.
4. Set the case-number prefix and filing state where applicable.
5. Select Add location and check the saved details.

Use a location for a branch the firm operates. Add outside hospitals, cemeteries and other providers to the Directory.

Correct a location

Select Edit, change the details and choose Save changes. Check addresses used on newly generated forms after an address change.

Deleting a location is refused when records still depend on it. Do not repurpose an old location as a different branch to bypass this restriction.

Staff access

Location access is set separately from a person's role. An empty restriction list means access to all locations. See Staff and roles.

When opening a case, check the selected location before saving. It affects which staff can see the case.