Users on Asite with the required project-level privilege 'Can Manage Quality Test Plan' can add locations within the quality inspection test plans accessible to them.
Once the test plan is created, you can start configuring the inspection test plan. This screen may also be called a planner or scheduler screen.
When configuring the test plan, you can add locations and activities corresponding to each location and view the plan accordingly.
You can click here for help excluding or including locations already added to the planner.
Below are steps for the same:
1. Open the plan in which locations are to be added.
2. Click 'Add Location' on the left side.
3. Click on 'Copy Location Structure' to continue.
4. While adding locations, you can select and add any or all of the already configured locations / sub-locations from the 'Field' tab based on the chosen project (See how to add locations in a project and how to add sublocations in a project).
Use the 'Select All' checkbox to select all locations / sub-locations based on the chosen project.
Use the search box to find locations / sub-locations by their name and select them using the corresponding checkbox.
You can select the checkbox opposite the top-level location to add all its locations / sub-locations. Similarly, you can choose the checkbox opposite a location to add all its sub-locations.
Click the icon at the left to expand the list of sub-locations in a location, Then, using the available checkboxes, select the required locations. If needed, click the icon to collapse the expanded list.
Click the 'Expand All' option at the top right to expand and view all the locations / sub-locations based on the selected project. Similarly, to collapse all the locations / sub-locations once expanded, a 'Collapse All' option will be available at the same place if required.
To remove the selection if required, click the icon.
5. Once you have chosen the locations to add, click 'Save' to apply the changes. Otherwise, click 'Cancel' to return to the previous screen.
Once saved, the selected locations and sub-locations will be added to the left side of the planner and will appear when you expand the list of project locations and their sub-locations as shown below. Click the icon to expand the list as required.
Exclude or Include Locations
6. From the Planner screen, to exclude any location from the planner, mouse over the location name, click the icon with three dots and select 'Activity(s) not required for Location'. To include it back, mouse over again and select 'Activity(s) required for Location'.
Next Article: Add Activity