Places in Incident IQ represent your district’s schools or other physical facilities. They serve as a critical foundational element to use iiQ to its fullest potential, including:
Automatically attach location data during ticket submission based on the assigned location of a user or asset
The ability to assign district assets to a location and room number for greater device oversight, tracking capability, and Quick Ticket submission
Automatically assign tickets to agents and teams based upon their designated work location using Rules Engine
The ability to use location data to filter assets and ticket views and create Custom Views based on these settings
The ability to see overall trends at a particular location using Analytics Explorer
Administrators and agents with the appropriate permissions can access the locations page by selecting Places > Locations on the left sidebar.
Locations List
The Locations list is where you can view all the Locations and the details of each Location.
By default, Locations are listed in alphabetical order in Ascending order.
To assist with finding a specific location, the list can be sorted in ascending or descending order by each column.
All Locations are organized in five columns: Name, Abbreviation, Location Type, Address, and Open Tickets.
The Open Tickets column shows if there are any open tickets in that location and the number of tickets. Clicking on the X Open Tickets in this column will lead you to the list of open tickets.
Filtering Locations
In addition to using the default location list, one or more filters can be used to create a smaller, more relevant set of results. Filters allow advanced searches by location or location type.
Select Filter in the top right of the page to begin using a filter.
In the Select a filter modal, the columns on the right display filters to select to refine a search. On the left side of the modal, all filters are consolidated by type: All filters and Location filters.
Creating a New Location
To create a new location in Incident IQ, select New Location in the Left Navigation or the top right corner of the main Locations page.
Location Details Tab
On the Location Details tab, the user can name, assign an abbreviation, select a location type, set status, enter an address, add a description, internal notes, or attach pictures or a floor plan to a location. Once completed, Save Location will add the new location to iiQ.
Once the Save Location is clicked, the location will be saved to iiQ and the Rooms, Permissions, and History tab will be displayed.
Rooms Tab
The Rooms Tab shows the list of rooms in the current location, their types, description, and availability. The user can add a new room by clicking +New Room and filling out the Room Details fields.
The column “Availability for Events” is only visible to those districts that have purchased iiQ Events.
Maps Tab
The Maps tab shows maps related to this location.
History Tab
The History tab shows the changes to this location.
Editing an Existing Location
Select a location from the list on the main Locations page to edit it.
The location’s details can be updated, and selecting Save Location will update the details in iiQ.
Deleting Location
Select a location from the list on the main Locations page to delete it.
Important Note: Any permissions, rules, user access, and analytics that rely on mapping to this location will be lost. Please ensure contingencies for all mappings have been put in place before proceeding.
Select Delete at the bottom of the overview section to delete.
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Hannah Bailey - Director, Customer Engagement