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Locations filter

Introduction

Locations is one of the three primary filters in the Jostle® platform. Each Contributor can be assigned to multiple Official Locations. Locations are optional – if you have none defined, this filter will not appear in the platform.

Note that you can repurpose the Locations filter -- it can be used for something other than Locations. System Admins can rename it at Administration settings > Filters > Official Locations. For example, if you have employee types that need to be organized in a hierarchy (and therefore do not fit the flat Custom Filter) you could repurpose Locations to do this.

Table of contents:

  1. Optimizing the Location filter hierarchy
  2. Managing Official Locations
  3. Assigning Official Locations via bulk uploading
  4. Automatic creation of Location Address Aliases
  5. Allowing Contributors to update their own Location
  6. Official Locations versus ad hoc locations

1. Optimizing the Location filter hierarchy

Each Official Location is designated by an Alias. This should be the common name that people use for that location. Something like “London office”, “Palo Alto campus” or “Building 3 floor 2”.

Official Locations can also have a city, state, and country associated with them. These details are optional, but the Alias name is required. If you do use city/state/country, they will auto-create a hierarchy in your Location Filter. This makes it easy, for example, to publish something to all locations in the US, or all locations in California. You will want to play with this setup to get your Location filter (you can see the hierarchy created by the filter by looking at it in the People view filter panel) optimized for easy use. Note that you can collapse the structure by, for example, placing city and state in the same field (i.e. enter Palo Alto, California in the City field) to obtain a flatter hierarchy that looks more consistent with other locations around the world.

2. Managing Official Locations

Official Locations are managed by System Administrators at Administration settings > Filters > Official Locations. Here you can add new Official Locations or edit or delete existing ones.

Here is how to add a new Official Location:

  1. Go to the Administration settings > Filters & Badges > Official Locations
  2. Add the Address Alias name. This should be short and be the common name used for this location (e.g. the building's nickname).
  3. Fill in the rest of the location information and hit Save. What you fill in here determines how the Filter hierarchy will appear when it is used. See the section above for more on this.
 

 3. Assigning Official Locations via bulk uploading
 
Official Locations can be updated for each Contributor via a bulk upload. See this article for further details on bulk uploading. When updating the Official Locations for Contributors use OfficialLocation as the .csv column header and enter the desired Address Alias for each Contributor. To enter multiple Address Aliases for a Contributor separate them with the pipe character "|" in the csv file.
 

 4. Automatic creation of Location Address Aliases
 
If during an upload (see previous section) you have a text set for the parameter OfficialLocation for a particular Contributor and that text does not match a defined Address Alias, a new Address Alias will be automatically generated. This is particularly useful when importing employee data from a HRIS system. You can then go Administration settings > Filters > Official Locations to edit the new Address Aliases into any Location hierarchy you have established.

5. Allowing Contributors to update their own Location
 
Once Official Locations are set up, you can let Contributors self manage the correct Locations for them. System Admins can enable this by going to Administration settings > Contributor Profiles > Manage Profile fields. Once enabled, an Official Locations dropdown menu appears when in edit mode in the Info Tab of each Contributor's Profiles:
 
profileInfo.png
 
When you click on this dropdown all the Official Locations appear in their set hierarchy:
 
locations.png

 6. Official Locations versus ad hoc locations
 
In addition to their Official Location, users can also set a personal location in the Edit Tab of their Contributor Profiles. For example, this person has added one for his home office.
 
 
Locations that are set ad hoc on a per user basis like this are not included in the Locations filter.
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