Using Locations

The Location ID is a powerful tool, but it can easily create confusion when data appears to be missing but is really just not visible to the person who is looking. Users with a blank Location ID (typically a supervisor) can access all data, regardless of location.

Note: Records with no Location ID will not be attributed properly, and may not be viewable by other locations, causing unexplained problems such as receiving payments for invoices that can’t be seen by anyone but the supervisor.

Effect of a Location ID on Data Entry and Reports

Logged-On User has	SYSTOC Components Setting	New Record Default	Reports for	View on Screen
Blank ID	Not Location Sensitive	Blank Location	All or one location	All Locations
Blank ID	Location Sensitive	Blank Location	All or one location	All Locations
Loc ID	Not Location Sensitive	Own Location ID	Own Loc ID (default) or remove Location ID on report screen to see all records.	All Locations
Loc ID	Location Sensitive	Own Location ID	Own Loc ID, which cannot be modified if report is being accessed from a section set to be location sensitive.	Own Location