This feature is used for updating attributes on the locations such as basic details, tracking categories, addresses and identifiers.

The Location Management page is used to quickly edit locations without the need of making changes in bulk.

Bulk changes to locations should be done using the Location & Asset Smart excel template.

You cannot create new locations through the Location Management tool.

All of these fields can be pulled through into your Business Intelligence Dashboards for reporting purposes.

To find this feature, on the menu bar, select Manage > Location Management:


Table Of Contents


Overview of Location Management

The Location Management tabs provide a quicker means of updating Locations when numerous updates are required across many of them.

On these tabs, use the grid's sort, filter and group functionality to quickly find the locations that require updating.


Details Tab

On the Details tab, click the Edit button to view the basic details:

You are able to edit locations:

  • Location Name
  • Location Code
  • Phone number and e-mail address of contact person
  • Location description
  • The location's effective from and to dates

Good to know

  • The only details that are required are Location Name and Location Code.
  • The Effective From date must be before the Effective To date.

Tracking Categories Tab

The Categories tab contains three report category types (classifications) and two data location tags (organisation and region). These enable you to analyse and report on your GHG emissions based on those classifications. 

To edit a location's categories and tag, click the Edit button. You are able to edit:

  • Organisation & Region Tags
  • Organisation Classifications

Once updated, click Update to save, or Cancel to remove changes.

Good to know

  • Tracking categories need to be pre-defined in your system Settings.
    Only these pre-defined values will appear in a drop-down menu to select from when updating your location category.
  • Organisation and Region Tags are free form text fields.
    We recommend that you define these so that your data is grouped consistently.
  • Classification 1, 2 & 3 headings can be customised your system Settings > Categories and Defaults page.

Addresses Tab

The Addresses Tab contains location names and address details for all locations in ESP CSR.

To edit a location's address, click the Edit button.

Once updated, click Update to save, or Cancel to remove changes.


Identifiers Tab

The Identifiers tab contains four identifier columns for unique identifier entries such as Resource Type or Business Unit Name.

To edit a location's identifiers, click the Edit button.

Once updated, click Update to save, or Cancel to remove changes.

Good to know

  • Identifiers are not required but may be useful in order to refine location groupings for reporting purposes.
  • Identifier column headings can be customised your system Settings > Categories and Defaults page.
  • Identifiers 1 & 2 can also be used in Data Configurations to map data from the data files to the correct location.