Actuate recommends that you build location structures from the bottom up.
Defining the location owner
A location owner is typically the user responsible for the majority of the measures at that location. Metrics Management supports defining the location owner in two ways:
You can define the location owner for a location.
A measure can define <Location Owner> as the owner. Specifying <Location Owner> for the majority of measures means that you do not need to create individual owners for each location.
For example, the Eastern US location defines the VP Eastern US user as its owner. When a measure defines <Location Owner> as its owner, the Eastern Regional Manager owns that measure at the Eastern location. You can define a location owner assistant, data-entry user, and commentary-entry user in the same way. You can further refine these specifications in Setup➛Measure➛Owners.
About creating exceptions by location
In some instances, you may want to create exceptions to your measure structure for a specific location. This is accomplished in the measure structure rather than the location structure. For more detailed information about exceptions by location, see About exceptions by location.
About providing additional security
To provide additional security, you can restrict access to a specific location by publishing the location only to specific users or user groups. Other users cannot view the location’s data or display the location in views or briefing books.
How to create a location
1 In the Navigation Pane, choose Setup➛Locations➛Create.
2 In Setup Location: <New>—Properties, complete the following tasks:
In Name, provide a name for the location.
In Description, choose Edit. Provide a description. Then, choose OK.
In Categories, choose Edit. Select or create categories. Then, choose OK.
Parent Locations remains empty until this location is linked into the location structure. At that point it displays the parent location to this location.
3 To add a sublocation for this location:
1 In Sublocations, choose Edit.
2 Add a location to the Selected list, as shown in Figure 2‑34.
Figure 2‑34 Choosing sublocations
3 To change the order that locations appear in a view:
Choose Move Up or Move Down to move locations in Selected.
Choose Sort to arrange the locations in alphabetical order.
4 Choose OK.
4 To define an owner for the location, in Owners, select a user from the Location owner list. To open Setup User to create a new user, choose New.
5 To define an owner’s assistant, in Owners, select a user from the Location owner assistant list. To open Setup User to create a new user, choose New.
6 To define information links for the location:
1 In Options, and in Links, choose Edit.
2 In Links, add links to the Selected list.
3 To change the order that locations appear in the home page:
Choose Move Up or Move Down to move locations in Selected.
Choose Sort to arrange the locations in alphabetical order.
4 Choose OK.
7 To create a link tag, in Link Tags, specify up to four link tags. For information about link tags, see Publishing data.
8 Choose the Security tab and assign access rights to groups and users.
You can define the location owner for a location.
