Locations Template

Keep a single directory of every site and the areas inside it. This template gives facilities and operations teams one record per location, with its address, description, point of contact, and files. Locations can be nested under a parent, so a campus can hold buildings and a building can hold floors or rooms.

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Riverside Ops
Locations
Assets
Work Orders
Vendors
Locations4 sites · 18 areas MRJLTKTable ViewNew location
AskSearchFilterSortGroups (1)
Location
Location Area
Address
Point of Contact
Riverside Campus(3)
Building A
Office
1200 River Rd
MRMaria Reyes
Building B
Warehouse
1210 River Rd
JLJordan Lee
Central Plant
Mechanical Room
1200 River Rd
TKTomas Kane
Building A(3)
Floor 1 — Lobby
Common Area
1200 River Rd
MRMaria Reyes
Floor 2 — Kitchen
Kitchen
1200 River Rd
ASAna Silva
Roof
Mechanical Room
1200 River Rd
TKTomas Kane

How the Locations Workflow Works

Add each site

Create a location with its Location Name, Address, Description, and Point of Contact. Attach floor plans, lease documents, or photos in the File field.

Harbor Distribution Center
Address48 Pier Way, Bayport
DescriptionCold storage and outbound dock
Point of ContactJLJordan Lee
FileFloor plan — level 1.pdf

Build the hierarchy

Set a Parent Location to nest rooms inside buildings and buildings inside sites. Each location shows the locations filed under it.

Riverside Campus3 locations
Building AParent: Riverside Campus · 3 locations
3
Floor 2 — KitchenParent: Building A
RoofParent: Building A
Central PlantParent: Riverside Campus

Tag the areas at each site

Use Location Area to label the kinds of space at a location, and see each location's areas alongside its parent in the Table View.

Location Area
Floor 2 — KitchenBuilding A
Kitchen
RoofBuilding A
Mechanical Room
Lot CRiverside Campus
Parking
Floor 1 — LobbyBuilding A
Common Area

Benefits of This Locations Workflow

  • One answer to "where is it?"

    Every team works from the same list of sites and areas instead of spellings that vary between spreadsheets.

  • The right contact for every site

    The Point of Contact on each record tells technicians and vendors who to call when they arrive.

  • A structure other workflows can use

    Work orders, assets, and inspections can link to a location record, so reports roll up by site.

What’s Included in This Workflow

Location records

Location Name, Address, Description, Location Area, Parent Location, Point of Contact, Vendors, and File.

  • Address
  • Location Area
  • Parent Location
  • Point of Contact
  • Vendors
  • File

Directory views

A List View sorted by name, a Table View grouped by Parent Location, and a Parent Locations view showing address, area, and contact for each site.

  • List View
  • Table View
  • Parent Locations

External Form

A public form for adding locations without a Coast login.

  • Public form
  • No login

Customize the Workflow for Your Team

Add the Location Area values your team uses, such as Mechanical Room, Kitchen, or Parking. Point the Vendors field at your vendor workspace so each site lists who services it. Coast AI can add fields like square footage or access hours, or link this directory to your assets and work orders.

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FAQs About Locations

What happens when I add this workflow to Coast?

Coast creates a Locations workspace with location fields, a Parent Location link for nesting, three collection views, and an External Form.

How can Coast AI help with this workflow?

Coast AI can add fields and views, and answer questions from your data, such as which locations share a point of contact.

How deep can the location hierarchy go?

Each location links to one parent, and that parent can have its own parent, so you can model site, building, floor, and room.

Can I import my existing site list?

Yes. Import a spreadsheet of sites and addresses, then set parent locations to build the hierarchy.

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