The following is a summary of the main concepts covered in this guide:
- The location structure is used to manage the organization's
locations.
- The location structure has a lifecycle which includes creating,
activating, superseding and canceling the location structure.
- A user's access to case and client information can be limited
depending on that user's location and position within the
organization.
- Location resources, location holidays, and location daily
schedules can be maintained as part of general location
administration.
- Location security allows an organization to limit access to case
and client information. It also allows a users access to locations
other than their own to be restricted as necessary.
- Location administration security allows the organization to
limit access to the administration of locations.