Managing Locations

Accelerate Operational Risk data is organized into a hierarchical “tree” by organizational units, locations, sites, assessments, and other site-specific data elements. Security permissions are defined at the highest-level location and apply to all sub-locations. Data is shared from every location into its parent locations and is used in reporting.

Locations originate in Accelerate > Admin Settings > Locations. To view the list of existing locations, select the section in the menu marked by the location icon. To change the location you’re currently working with, navigate through the “tree” (manually or using the search bar) and select a location row.

Users with proper system administration security permissions can left-click the ellipsis icon (…) next to a location to change the location’s owner or the tag/type associated with it.

All other location edits (duplicate, move, delete, change status) can be made in Accelerate > Admin Settings > Locations. See Understanding Locations for more details.

Edit the location’s owner

To update the name of the Person who is the owner of the location within the system, left-click the ellipsis icon (…) next to the location name and select Edit. On the Primary Details tab, update the name, and then select the Save button.

Edit the location’s type/tag

Location types/tags are defined in Admin > Global Setup and are used to group locations together for reporting purposes.

To update the location’s tag/type, left-click the ellipsis icon (…) next to the location name and select Update Type/Tag.

• To begin the update process, select Next. 
  
• Toggle the Unlinked/Linked switch to Linked for the location type(s)/tag(s) you want to select, and then choose Next.
  
• Confirm your changes and select Finish. 
  

Run reports

To run reports for a location, left-click the ellipsis icon (…) next to the location name, select Reports, and then choose a report.