Common Location Types
Executive Summary
Common Location Types is the setup screen for the list of location types (for example "Pharmacy" or "Clinic") used to categorize common locations. Administrators add, rename, and delete types here. Each type has a Type name and a File As value, and the list can be exported to Excel.
Key Features
- List all common location types with their Type and File As values
- Add a new type, and edit the File As value of an existing type
- Delete a type after confirming
- Export the list to Excel
Typical Workflow
- Click Add, enter the Type and File As, and click Save.
- To change a type, click the edit icon on its row (or right-click the row and choose Edit), update File As, and click Save.
- To remove a type, click the delete icon (or right-click the row and choose Delete) and confirm.
- Click Export to save the list to Excel.
Available Permissions
The following permissions are available to be assigned to AlayaCare Roles:
| Attribute | What It Controls |
|---|---|
| View | Open the page and make changes |
Main Grid
The grid lists every common location type (14 rows per page).
| Column | Description |
|---|---|
| Type | Name of the location type. |
| File As | The value the type is filed under. |
| Manage Records | Edit and delete icons for the row. |
Actions
| Button | Description |
|---|---|
| Add | Opens the Common Location Type dialog to add a type. |
| Export | Exports the types to Excel. A warning "Nothing to export" is shown if the list is empty. |
| Edit (right-click a row, or the edit icon) | Opens the Common Location Type dialog for the row. |
| Delete (right-click a row, or the delete icon) | Deletes the type after you confirm "Are you sure you want to delete this type?". A "Type Deleted" message is shown afterwards. |
Dialog Components
Common Location Type
Opens from Add and from edit.
| Field | Description |
|---|---|
| Type | Name of the location type. Required. It can be entered only when adding; it is read-only when editing. |
| File As | Value the type is filed under. Required. |
If a field is empty, a warning ("Please enter a type" or "Please enter a File As") is shown and nothing is saved. Click Save to save or Cancel to close without saving.
Processing Overviews
This section describes what happens after you confirm a processing action.
Export
- Requires at least one type in the list.
- Builds an Excel workbook with one sheet, Common Location Types, with the columns Id, Type, and File As.
- Downloads the file, named commonlocationtypes_{date}.xlsx, and shows "Exported Successfully".