How to assign an location to employees and equipment

This guide explains how to add and edit User and Equipment Location settings.

Before anything else, we begin by setting up your locations within Rapid Fleet.

1. From the main Dashboard, click the Account Menu in the bottom left corner:
2. Navigate to "Locations" section and click on "Add Location":

Assigning Locations to Employee:

1. On main Dashboard select "People" management option to view all users
2. Locate the user in the "People" management grid
3. Click on their name to then on Edit 

4. Scroll down to the bottom of the page and choose location to be assigned. Clock on "Save Person"

Assigning Locations to Equipment:

1. On main Dashboard select "Equipment" management option to view all assets
2. Locate the Equipment and click on it
3. Click on "Edit Equipment"

4. From the "Location" drop down choose one of the locations previously added to assign. Click on "Save Equipment"

Assigning locations to both employees and equipment is a key step in optimizing your fleet management workflow. This configuration enables:

• Streamlined Workorder Management: Mechanics can view and manage only the workorders relevant to their assigned location, reducing clutter and improving focus.
• Efficient Asset Filtering: In the Equipment module, assets can be filtered by location, making it easier to track, maintain, and allocate resources.
• Improved Operational Oversight: Location-based visibility supports better decision-making and localized performance tracking.

This setup ensures that your teams operate efficiently within their designated areas, while maintaining full control and transparency across your fleet.