Navigating Location records in SecurityRecords.com
Once you've logged in, you’ll first land on the SR.com Dashboard. Among other custom reports, you'll see the Locations Installed pie chart. This chart is a visual representation of all locations within the your customer database. The Active vs. Inactive Locations will summarize which locations have been installed with InstaKey, and which have not yet been converted.
When you click into the report, you have the ability to filter down to one of three options - Installed Locations, Not Installed Locations or All Locations.
This report can also be exported to an Excel file.
If you are looking for information on a specific Location, select the Locations drop-down on the menu bar at the top of the screen. Type in the Location number (or name) and click Find.
Full location numbers or partial location numbers can be searched.
From the search results, click on the Location you are looking for.
Any text that can be seen in blue is a clickable link to view connected information.
Clicking on the name of the Location will bring you to the Location Detail page.
Here you can review all the details of what InstaKey has on record for that Location including: the System that is installed, the Address, Location Contact Info, Notes (when applicable), Options (administrative access only), Keys, Doors, and Users.
The Keys tab will display current Active Keys. The Doors tab will display all doors/access points at the Location and the system installed on each door. Users allows key assignments and completion of a User Profile which then connects a User to a Location
If you would like to view All Location, go back to the Locations drop down in the menu bar at the top and instead of searching for a specific location in the search bar, click on View All Locations.
All Locations will be displayed by Location number. The entire list of Locations may be exported into Excel for further manipulation.
