What is a location in CommTrack?
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Assuming in your project there are 3 mobile workers and each of them manages the inventory of 2 facilities. The first thing to do is to bulk upload 6 clinics. To do this, you first go to Setup and select Locations. Go click 'Bulk Import Locations', and download the location configuration file.
In this example we updated the default location hierarchy from five to two levels. Accordingly in the excel file there would be two sheets: sheet1 for District information and sheet2 for Clinic information.
Let's say the 6 facilities are equally distributed from district a to district c. Fill the 'name' column, save the file and upload. The system would automatically generate an id for each district.
Once you have successfully uploaded the excel file, repeat the download step and open the downloaded excel file. You should be able to see 3 ids for each district type. This time you would work on clinic sheet.
The concept for uploading clinic information is the same: fill in 'name' column with name of facilities. Two more manual steps: 1) fill in 'parent_id' column with district id. Let's say clinic 5 and clinic 6 are located in district a (a.k.a. district a is the parent of the two clinics). Then the parent id for these two clinics should be the system-generated id for district a in sheet district. 2) fill in 'site_code' column with unique codes for each clinic.
Bulk import location tool would have same number of tabs with different location types. Site code is the unique identifier in each tab that differentiate it from one another. It must be assigned to each level of location from top level to the bottom level.
Save the excel file and upload it again on the same screen. Once it is successfully uploaded, select 'Manage Locations' and you should be able to see the three districts and clinics within each district. You need to manually fill in all parent id for all clinics even when there are more than hundreds of them.
