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Create your location hierarchy and locations

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Written by Inanc Onur
Updated over 2 months ago

Why locations matter

In Audit Now, locations are the backbone of your audit structure. They determine:

  • How audit results are organized and filtered

  • Which users can access specific checklists

  • Where audits can be conducted

  • How analytics reports are segmented

Setting up your location levels

  1. Go to SettingsLocationsLevel Management

  2. You'll see Audit Now has already created a default level called "Headquarters"

  3. Add additional levels that match your organization's structure (e.g., Regions, Districts, Stores)

  4. Arrange levels in hierarchical order (top level = 1)

Adding your locations

  1. Return to the main Locations screen

  2. Notice after first sign up, Audit Now has created a default location representing your company:

  3. To add more locations:

    • Click the + (Add Child) button

    • Enter the location name

    • Select the appropriate location level

Quick start recommendation

For a fast setup, we recommend:

  1. Add just your most critical locations first

  2. Focus on locations where you'll conduct immediate audits

  3. You can expand your location structure later as needed

Next steps

With your locations in place, you're ready to set up user groups to organize your team members.

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