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BDI-3 - Locations Overview

In BDI-3, you can customize the locations to match the physical structure of your organization. You use the Hierarchy and Organization tabs to create the structure and add the locations.

Hierarchy - The hierarchy defines the levels of your organization. There is one "root" level. You can name up to three sublevels.

Organization - The organization is comprised of the actual locations that you place in the hierarchy you set up.

Uses of Locations in BDI-3 and Testing

Locations are used for child and staff records and for reporting.

  • Child Records - A child record is assigned to a single location.

  • Staff Records - Staff records can have access to one or multiple locations.

  • Test Record Form Allocation - Staff that has allocation privileges can allocate test record forms to the locations to which he or she has access.

  • Reporting -  Reports can be run for one or more locations.

To access the Locations page:

On the Organization Management menu, click Locations.