How Do I Know Which Location I'm Submitting For?

Ayesha
Ayesha
This article explains how to select the correct location for your checklist submissions. Proper location selection ensures that data is routed to the appropriate store and dashboard for accurate tracking and notifications.

1. The Location Step Tells You

Near the top of every checklist, there's a Select Location step. This step shows which location your submission will be recorded for.

If you're completing a task from a project: The location is pre-filled automatically — it matches the store where the task was generated. You'll see your location already selected. Don't change it.

If you're completing an ad hoc form: The location field is empty and you must select it manually from the dropdown. Tap the field, find your store, and select it before continuing.

2. If the Wrong Location Is Showing

If the pre-filled location doesn't match where you are:

  • You may have switched locations and the project task was generated for a different store
  • Contact your manager before submitting — submitting from the wrong location creates data errors in reporting

If you're selecting manually and can't find your store in the dropdown, your account may not have membership at that location. Contact your manager.

3. Why the Location Matters

The location tag on your submission is what determines:

  • Which manager's dashboard your data appears in
  • Who receives email notifications about this submission
  • Which corrective tasks get created and at which location

Getting the location right is important — a submission tagged to the wrong store goes to the wrong manager and creates incorrect reporting.

This article explains how to correctly select the checklist location to ensure submissions are assigned to the right store and notifications reach the appropriate dashboard. For more information, refer to related articles on checklist management and task assignments.

 

 

Need Help?
Reach out to our Support Team at Support@xenia.team 

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