Organization Data: Work Locations Follow

Topics Covered
Managing Work Location

Target Users
Service Providers
Organization Administrators

Required Permissions
Service Provider Permissions

Introduction

This article provides detailed instructions for navigating and managing Work Locations in the ATLAS Workflows.

Organization Data encompasses four key components:

• Positions
• Sponsors
• Schools
• Work Locations

Each of these elements can be accessed via the left navigation menu. However, visibility and access are permission-dependent. Users without the necessary permissions will not see the relevant options.

Manage Work Locations

The Work Locations section provides tools to manage various job sites or work hubs associated with the application.

Service Providers managing Work Locations can:

• Add, edit, or delete work location data to reflect the operational setup at the Post.
• Ensure that all listed work locations are accurate and up-to-date.

Note: Like other components, this functionality is restricted to users with the appropriate permissions.

Columns Overview:

• Work Location Name: Name of the work location.
• City: The city or region where the work location is based.
• Level: The organizational level of the location (ex. Post, Mission, or System).

Features and Actions

• Add a New Work Location:

  • Click + New to open a form for adding a new location. Enter the work location name, contact information, and location address.

• Import Work Locations in Bulk:

  • Use the Import feature to upload multiple work locations simultaneously.

• Edit Work Location Details:

  • Select the pencil icon next to a location to make updates, such as modifying the name or city.

• View Assigned Personnel:

  • Click the group icon to see personnel associated with a specific location. This feature helps monitor staff assignments.

• Delete a Work Location:

  • Click the trash icon to remove a location. Confirm the deletion to prevent accidental data loss.

Overview of the Interface

Toolbar:

• Export Data:

  • Export sponsor details in various formats for offline use:
    • Excel: Suitable for detailed spreadsheet analysis.
    • CSV: Ideal for database imports or lightweight data transfer.
    • Clipboard: Copies the data for immediate use in other applications.

• Search and Pagination:

  • Utilize the search bar to quickly find information.
  • Use the pagination controls to navigate if the list exceeds the page limit. 
    • If the list exceeds 25 entries, navigate between pages using the controls at the bottom.

Related Articles:

Managing Positions
Managing Sponsors
Managing Schools

For additional help, please contact ISC at Post or ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
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