How to Set Up and Manage Locations in Shape

Locations in Shape allow you to organise your project by physical areas — such as buildings, levels, and zones. Setting up a clear location hierarchy helps keep data structured and makes it easier to report, plan, and track work on-site.

What Are Locations?

Locations are used across Shape to help you filter and organise your work. Once set up, you can assign locations to:

• Shift Reports

• Issues

• Observations

• Documents and media

Each project has a location tree, where parent locations can have multiple child locations underneath.

How to Access the Location Builder

To start setting up your project’s location structure:

1. Click the cog icon in the left-hand navigation to open the Admin section.

2. Go to the Locations tab.

3. The Location Builder will appear, showing your current location hierarchy.

How to Build the Location Tree

In Shape, your locations are visualised as a tree. You can break down the project into logical areas — for example:

• Project

  • Building A

    • Level 1

    • Level 2

  • Building B

Each new location sits underneath another, forming a structure that matches your site layout.

Adding a Location

To add a new location:

1. Click the + icon next to the project node or any location node.

2. Enter:

   • Location Name (e.g. "Level 1")

   • Short Code (e.g. "L1") – a quick reference used across the platform

How to Edit and Organise Locations

Each location has a three-dot menu (⋯) with options to:

• Edit the name or short code

• Move Up / Move Down to change order in the list

• Duplicate the location setup

You can also drag and drop locations using the handle on the left side of the row. This allows you to:

• Reorder locations within a level

• Move a location to a different parent node

• Nest locations to reflect structural changes on-site

Updating Locations During the Project

You can update your location tree at any time:

• Add or rename locations if the site layout changes

• Drag and drop to restructure the hierarchy

• Changes are applied automatically wherever locations are used — keeping your data consistent and up to date

Summary of Key Features

• Create a hierarchical location tree to match your project layout

• Use names and short codes to clearly define each location

• Manage structure using drag-and-drop and the three-dot menu

• Update locations at any time as your project evolves

• Locations are referenced across Shape tools to provide project context

For help setting up your location structure or adjusting it during the project, contact the support team at any time.