As you add people and plans to your account you will start to build up a list of
functions, locations and organisations. Each time you choose “Other…” from a drop
down list the name that you enter is added to the master list for your account.
The Functions, Locations and Organisations pages allow you edit these lists.
Functions and organisations are the simplest of the three lists.
The functions page lists all of the functions in your account and how many people
have been assigned to that function. You can choose to rename a function, move everybody
in that function to a different one or delete the function entirely. If you delete
the function you will be asked where you would like to move everybody in the function
Functions apply to both people and positions in a plan. You can only edit a function
if it is not linked to a person or position that you don’t have access to. Account
administrators can edit any function regardless.
Organisations work in exactly the same way as functions.
The list of locations is slightly more sophisticated as you can add more information
to a location than just its name.
Geocoding Your Locations
Geocoding a location is the process of specifying exactly where in the world the
location is based. We use this information to calculate how far apart locations
are and whether there are any relocation opportunities available.
Because countries and territories tend to cover large areas of land it is not possible
to geocode them accurately. You can’t place a pin on a map and say that this is
exactly where Europe is for example. For this reason we recommend that you define
your locations as the actual sites or buildings where your organisation is based.
- Corporate Headquarters, San Francisco, USA
- Manufacturing Plant B, Birmingham, UK
To geocode a location go to your list of locations and click on the name of the
locations that you would like to edit. Enter the address or postal code of the location
and click on “Locate On Map”. The map will then place a marked on the map where
you specified. If more than one location was found matching your address you will
be prompted to choose which location.