Locations
Manage the physical sites where inspections take place, including creating local locations, viewing synced ones, and organizing them under client accounts.
A location is the physical place where an inspection happens. Every inspection in Auditmark is tied to one. Your shell may label this concept "site"; the behavior is identical either way. When the client layer is on, each location belongs to a client account, and the location's client account is fixed once the location is created.
Locations come from two sources: you create them directly in Auditmark (local), or they are brought in from an external system such as Monday (synced). Synced locations are read-only here. You can open and view a synced location, but you cannot edit or delete it from the Auditmark admin. To change a synced location, update it in the source system and let the next sync run carry the change in.
See Integrations to configure Monday sync, and Client accounts to manage client accounts.
The locations list
Open Locations from the main navigation. The list loads in pages and adds more rows as you scroll toward the bottom (infinite scroll). By default it shows only active locations; change the Status filter to see inactive or all.
Toolbar filters
Each filter writes its value to the URL, so you can bookmark or share a filtered view.
| Filter | Options | Default |
|---|---|---|
| Search | Free text, matches by name | Empty |
| Client | All client accounts, or a specific client account | All client accounts (shown when the client layer is on) |
| Source | All sources, Local, or Synced | All sources |
| Status | Active, Inactive, or All statuses | Active |
The search box filters as you type. The client filter appears only when the client layer is on. Use the New location button on the right of the toolbar to create a location. The button label reflects your shell's term, for example "New site".
Table columns
On a tablet or desktop the list is a table. On a phone each location is a stacked card showing its name, status, kind, and a line of metadata (client account, address, and parent if set).
| Column | What it shows |
|---|---|
| Name | The location name |
| Client | The client account this location belongs to (shown when the client layer is on) |
| Kind | A free-text category you set, for example "warehouse" or "rooftop array" |
| Address | The street address, if provided |
| Parent | The parent location, if this one is nested |
| Source | "Local" for locations you created in Auditmark, or a badge with the provider name and a relative last-synced hint for synced ones |
| Status | An Active or Inactive pill |
| Actions | A row menu (see below) |
Empty cells show a dash. When no locations match the current filters, the list shows "No locations match these filters."
Row actions
Open the actions menu at the end of a row. The options depend on the source.
| Source | Available actions |
|---|---|
| Local | Edit, Delete |
| Synced | View (read-only) |
On a phone, tapping a card opens the same flow: Edit for a local location, View for a synced one.
Create a location
- Select New location in the toolbar. A dialog opens.
- If the client layer is on, select a client account. This field is required and is fixed after you create the location. When the client layer is off, Auditmark uses your organization's default client account automatically.
- Enter a name. Name is the only required field.
- Optionally fill in Kind, Address, Latitude, Longitude, and a parent location. The parent selector lists other locations in the same client account and becomes available once a client account is chosen.
- Select Create location.
The new location is available immediately when scheduling inspections. See Inspections for how to assign a location to an inspection.
Form fields
| Field | Required | Notes |
|---|---|---|
| Client account | Yes (when the client layer is on) | Fixed after creation; you cannot change it later |
| Name | Yes | Free text |
| Kind | No | Free text; use it to categorize locations by type |
| Address | No | Free text street address |
| Latitude | No | Decimal number |
| Longitude | No | Decimal number |
| Parent | No | Another location in the same client account; sets up a hierarchy. Defaults to "None (top-level)" |
| Active | Edit only | Not shown when creating; new locations start active |
Edit a local location
- Find the location in the list and open the row menu, or tap its card on a phone.
- Select Edit. A dialog opens with the current values.
- Update any field except the client account, which is fixed.
- Use the Active switch to deactivate a location you no longer use. Inactive locations are hidden from the default list but stay on record and keep their historical inspection data.
- Select Save.
Delete a local location
- Find the location in the list and open the row menu.
- Select Delete.
- Confirm in the dialog. Deleting a location is permanent and cannot be undone.
Synced locations do not have a Delete option. Remove them in the source system if you no longer need them.
Synced locations
When you connect Monday (or another external directory) through Integrations, Auditmark pulls in locations from that system. Synced locations appear in the list with a badge showing the provider name (for example "Monday") and a relative hint of when they last synced, for example "Synced 5m ago".
Choose View from a synced location's row menu to open its full details. The dialog is read-only, with a note that the location is synced from an external system, and a Close button instead of Save. You cannot edit or delete a synced location from Auditmark; make changes in the source system and they appear after the next sync runs.
See Integrations for how to set up and trigger a sync.
Organize locations with parent and kind
Use the Parent field to model a hierarchy: for example, a "Campus A" parent with "Building 1" and "Building 2" as children. Each child must be in the same client account as its parent, and the parent selector only lists locations from that account.
Use the Kind field to group locations by type as a free-text label without building a hierarchy. The Kind value shows in its own column and can act as a label visible to inspectors during an inspection.
Terminology note
The word "location" is the default term in Auditmark's core engine. The Site/Energy Inspection shell uses "site" instead. When your organization runs that shell, every label on this page reads "site" or "sites", including the toolbar button, dialog titles, and column messages, and the page applies in exactly the same way. The "client account" label is likewise set by your shell.