Locations

Locations are the map of your factory, from large areas down to the spot where each machine stands. Repair work, alarms and energy all belong to a location. This page is for the admins and supervisors who build the tree, and for everyone who needs to find a machine in it.

Before you start

• View locations: every built-in user group, limited to the locations your unit is responsible for.
• Edit, move and reorder: Technician and above.
• Add locations, import CSV and decommission: the Supervisor and Site Admin groups.
• Available in every plan. For the location limit of each plan, see the overview.
• Read about location levels, and slots versus containers, in the overview first.

Browse the location tree

On a computer, click Location in the left menu. The Tree opens on the left. Tap ▶ to expand a location and click a name to open its page. Type in Filter tree… to find one quickly. The icons above the tree are, from left to right: Add location, Import CSV, Import spare parts, Export CSV, Pin tree (keep the tree open beside the page) and Close tree.

On a phone, tap Location. You see Search locations…, a Needs attention section (places with stopped machines, alarms or open work) and the list of Areas. Tap to go down one level at a time.

The coloured labels on each row give a quick status: Stopped (machines stopped), a bell (active alarms) and a wrench (open work · how many are late).

The location page

At the top is the location’s path, such as Utilities › Cooling Water › Cooling Pump Station 1, followed by tabs.

Tab	What is on it
Overview	Needs attention (stopped machines, open work, assets in repair) or All clear if nothing is pending; Details (code, level, inside); Sub-locations and Assets here
Assets	The machines installed here, with Install asset, Replace and Uninstall. See Assets.
Spare parts	The spare parts recommended for this position, with the quantity to keep and what is in stock
Maintenance	Open work, upcoming PM and the repair history of this location. Tap Create work request to report a problem here.
Alarms	Alarms of the location and of the machines installed in it, and the Follow alarms button. See Active alarms.
Energy and OEE	Energy and performance data for this position (Pro plan and up). On a phone they appear only where enabled.
Properties	Readings and values of the location; works the same way as on the asset page.
Documents	Documents linked to the location. Tap Add document.
Activity	Every change to the location
History	Installs, removals and swaps at this position, and the Total swaps in the last 365 days
Conversation	Discuss this location with your team

The ⋮ button at the top right (Open actions menu) holds: Pin, Edit, Move…, Move up, Move down, + Add child, Show QR code, Export subtree CSV and Decommission.

Add a location

Example: add the pump position Cooling Pump Station 1 under Cooling Water.

1. Open the parent location (Cooling Water), tap ⋮ and choose + Add child.

   Or tap Add location (the + icon on the tree, or the button on the Location page on a phone) and pick the parent yourself. Choose (Root — no parent) for a top-level area.

2. Enter a Code (required), such as CWP1. PULSE turns it into capitals. Use a code no other location in the site has.

3. Enter Name (EN) (required) and Name (TH).

4. Choose the Level type: Area, Work Center, Work Unit or Component. A level bigger than the parent’s cannot be chosen.

5. Choose the Installation mode: Slot — one installed asset or Container — many installed assets. (The form starts on Container; for the spot where a single machine stands, switch to Slot.)

   

6. Tap Add location.

On a phone, the same form is split into steps: Parent → Level type → Code & name → Mode → Review.

The location page shows the full code, joined to the parent’s code: CW under UTIL shows as UTIL-CW.

Tip

Give the location a Description too (in Edit), for example “Cooling water pump for the injection moulding machines”. People reporting a breakdown can search for the location by its description.

Edit, move and reorder

• Edit: tap ⋮ → Edit to change the code, name, Description, level type, installation mode and Cost center (only for people allowed to manage cost centers; left empty, the location inherits its parent’s). Tap Save changes.
• Move: tap ⋮ → Move…, pick the new parent or (Root — no parent), then tap Move here. Sub-locations and the machines installed in them move along. You cannot move a location under itself or under a location of a smaller level.
• Reorder: Move up and Move down change the order among locations at the same level.

Import locations from a CSV file

Use this to create many locations at once, for example when you first set up a plant. Up to 500 rows per import. Do it on a computer.

Prepare the file

One row per location, with a header row first. Download a template from the import dialog (⬇ Download template CSV).

Column	Required	What to enter
code	Yes	The location code. It must not repeat in the file, nor match a location that already exists in the site.
name	Yes	The English name
level_type	Yes	area, work_center, work_unit or component
parent_code	No	The code of the parent location in the same file. Leave it empty for a top-level location.
name_th	No	The Thai name

Example:

code,name,level_type,parent_code,name_th
BOIL,Boiler House,area,,โรงหม้อไอน้ำ
STEAM1,Steam Line 1,work_center,BOIL,ไลน์ไอน้ำ 1
B101,Boiler B-101,work_unit,STEAM1,หม้อไอน้ำ B-101
B102,Boiler B-102,work_unit,STEAM1,หม้อไอน้ำ B-102

Caution

parent_code must be a code in the same file. A code of a location that already exists in PULSE fails validation, so an import creates a new branch that starts at the top level of the site. To add under an existing location, import and then use Move…, or add the locations one by one. Save the file as UTF-8 CSV so Thai names come through correctly.

Import

1. Click the Import CSV icon above the tree. The Import Locations dialog opens at the Upload step.

2. Drop the file in, or click Choose file (up to 5 MB).

   

3. The Validate step lists every row with its result. If there are errors — must fix, correct the file and tap Re-upload. Warnings alone don’t stop you. Tap Preview →.

   

4. The Preview & Commit step shows the tree that will be created, every row marked NEW. Check each location sits under the right parent, then tap Commit import.

   

5. PULSE shows Import complete with how many were created and skipped. Tap View locations →.

Common message	How to fix it
Missing required column: …	The row has no value in a required column, or the header is misspelled.
Invalid level_type “…”	Use only area, work_center, work_unit or component.
Duplicate code “…” — first used in row …	The same code is on two rows of the file.
parent_code “…” not found in this file	The parent code is misspelled, or it is not in the file.
Code “…” already exists in this site	A location with that code already exists. Change the code or remove the row.
Name “…” appears to be all lowercase	A warning only; you can import, but tidy the name.

Export CSV above the tree downloads the whole site in the same format; Export subtree CSV in the ⋮ menu downloads just that location and the ones below it. Use them as an example file or a backup.

Print a QR code for a machine

A location QR code lets anyone scan at the machine and report a problem straight away, without searching for the machine’s name.

1. Open the location, such as Cooling Pump Station 1, tap ⋮ and choose Show QR code.

   

2. Tap Print or Save PNG, then stick the label on the machine or its position. (If the browser blocks the pop-up, allow it before printing.)

The QR code belongs to the location, not to the machine, so the same label keeps working when a new machine is swapped in.

Scan a QR code

1. On a phone, tap the scan button in the middle of the bottom bar and point the camera at the QR code.

2. PULSE opens a menu for that spot, titled with the machine’s name (if exactly one machine is installed) or the location’s name. Choose:

   • Report a problem: opens the work request form with the location and machine already filled in. See Report a breakdown.
   • Open work order: shown when there are open work orders, with how many.
   • Open record: opens the location page.

The scan button also reads part codes and serial numbers from Inventory. See Inventory.

Decommission a location

Use this when a position is retired for good, for example when a line is dismantled. Decommissioning cannot be undone.

1. First move its sub-locations elsewhere and uninstall any machines still installed there.

2. Tap ⋮ and choose Decommission.

3. Type the phrase shown exactly: delete followed by the location’s name, such as delete Cooling Pump Station 1, then tap Decommission.

The location disappears from the tree; its repair history and data are kept. Opened from an old link, it shows the banner Decommissioned on … This page is read-only.

Caution

PULSE decommissions only the location you pick. It does not decommission the sub-locations or machines inside it, so always do step 1 first.

What’s next

AssetsRegister machines and install them at a location

Report a breakdownReport a problem by scanning a QR code

Active alarmsFollow an area to get alarm notifications