A location is usually a place where you store items, although it can be anything at all. For example, jewelry, savings bonds and a stamp collection may all be stored, or located in a safe deposit box, a home vault or a home wall safe. Important documents such as wills and powers of attorney may also be stored in those locations, but could be held by a custodian such as an estate executor. Alternatively any of these items could be stored in a desk drawer, or in a trunk. Extra sets of house or car keys may be held by a neighbor. All of the underlined terms are examples of locations.

 

You can use locations to group items even when they are part of different tabsets or different tabs. Grouping items in this way permits you to print reports of all items that are stored, or located in one place.

 

Use of the 'Location' feature is optional but when used, it will provide additional organizational capability for your general record items.

 

This screen permits you to specify an unlimited number of locations and to provide details about the location.

 

You add, delete or change the name of a location in the column on the left. When you click your cursor on one of the locations in this column, the right side of the screen will display all descriptive data for the location selected.

 

All of the fields are optional. You can choose whether to use any or none of the fields by setting the check boxes to the right of each field either 'on' or 'off'.

 

You can change the name of a field to anything that is appropriate to your needs by entering an over-ride field header in the white boxes to the left of the data fields and then setting the over-ride switch beside it 'on'.

 

 

Once a location has been established on this screen, it will be available for your use on the general tab update screen. You assign an item to a location on that screen, not on this one.

 

 

This feature permits you to print reports that list all of the important things that you keep in one place. This report can be used to help someone locate and recover those things when necessary.

 

In some cases, if there is someone who has knowledge about an important item, you could set that person up as a location, so that others will know who to contact when an item must be located, thus a location does not have to be a physical location.

 

You can use this feature for other purposes. For instance, if you wanted to leave certain possessions to different people or members of the family, you could set up each person as a location and assign the items you want to leave them to each person. You can only link an item to one location however, so this option may not work for that purpose in all cases. A workaround to this latter issue is to make copies or duplicates of general record items that you wish to link to two locations and keep them in separate tabs or tabsets, with different location linkages.  

 

 

You can double click in most of the fields to open an edit window. The edit window will permit you to see all of the data in a field and to see multiple lines of data. The edit window also shows you how much room you have for data in a specific field.

 

Note that the 'Notes and Comments' field can be edited for style as well as for content.