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Comment: Manual creation steps for locations

Note: Locations have now been renamed organizations: see wiki here.

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(Note: You may want to create a phone number for each mobile worker if you want to test the SMS report interface later. )

Manual creation

Go to Setup/Locations Users - Organization Structure, hit "New 'Location' at state top level" and create a new location. Name the location at the top level . Return to previous page and click on the plus sign to the left of the newly created top-level location. Repeat the practice until you create the lowest-level locationand click, "Create Location." Hit "New Child Location" and fill out the relevant information until you've created all relevant locations for the necessary levels. Geographic coordinates for lowest-level location is locations are necessary for CommCare Supply map reports to have outputs. 

Default location hierarchy has five types of location. 

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Upload Locations from Excel

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.

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In this example we updated the default location hierarchy from five to two levels. Accordingly in the excel file there would be five tabs.

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. For each tab in the Locations.xlsx (except the first tab), parent_site_code is the site_code in the previous tab.

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