How to Add a New Location

This guide will show you how to create a new location in the platform. Whether you’re opening a new venue or adding more locations to Operandio, this process ensures all location information is stored centrally, making it easy for your team to access.

• How to Add a New Location
• How to Set Up your New Location

How to Add a New Location

Step 1: Navigate to the Locations page

1. Log in to Operandio.
2. In the left navigation panel, click Locations.
3. Click Create location in the top-right corner.
4. Select Create new location.

Step 2: Fill out the location details

When creating a location, you’ll see three tabs: Details, Opening hours, and Files.

Details

• Enter the relevant information for the location, including:
  • Name
  • Time zone
  • Address
  • Location manager
  • Contact details
  • Website
• This ensures all essential information is accessible in one place.

Optional: You can assign a region to the location. If you plan to use regions, follow this guide on how to create regions.

Opening hours

• Set the operating hours for your location.

  Opening Hours define the times your venue is open for operation each day. These hours can be customized for each location and used to calculate job due times more intelligently.

For detailed setup, see this guide on setting opening hours.

Files

• Upload files related to the location, such as:
  • Lease agreements
  • Health and safety documents
  • Vendor contracts
• Storing files against the location makes them easy for staff to find when needed.

Step 3: Save your new location

Once all the tabs are completed, click Save. Your new location is now active in Operandio and ready for tasks, SOPs, and other workflows

Setting Up Your New Location in Operandio

Once a new location has been created in Operandio, you can start configuring it to suit your operations. Depending on your workflow, this may involve assigning employees, linking jobs, and ensuring content is available for the location.

This guide explains the options and best practices, but setup may vary for different customers.

1. Adding Staff

• Add employees to the platform and assign them to the new location.
• Ensure each employee has the correct permissions for their role at the location.

2. Adding Jobs

• Existing jobs, such as opening/closing lists or recurring tasks, can be assigned to the new location without recreating them.
• To do this, edit the relevant job in the Job Manager and assign it to the new location.
• You can create multiple schedules for a single job if the new location requires different timings for its tasks.

This approach lets you reuse existing workflows while adapting to location-specific requirements.

3. Other Content

• Knowledge Base articles assigned to all locations will automatically be available at the new location - no action is needed.
• Training materials are not location-based, so they are automatically available to all locations, including the new one.
• Labels and label templates assigned to all locations will also automatically be visible at the new location.