Resource Hub | EVERFI

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Foundry

In addition to Custom Categories, Locations can be a way to group users based on where they are geographically. Some organizations have offices and campuses in different states that have different laws so it is important to tag all learners with the correct Location.

Using Foundry’s customization options, admins can upload relevant policies and resources per Location so learners know what’s available to to them locally. At least one Location must be set up in a Foundry account before users can be added and users can only have one Location.

Add a New Location
Edit or Delete a Location
Edit a Users’s Location

Add a New Location

Go to Users > Locations
Click “New Location” in the top right corner and complete the form
- Location ID = An internal reference to the Location. Learners do not see this.
- Name = This is something users will see so choose something that is recognizable. Common names reference the state, town/city, or campus.
- Address = It can be as specific as a street address or just the state. At minimum, the state is required so courses can reference the applicable state laws.
- Contact Information = If there is a specific administrator who is the main point of contact at a specific location, then this is where that information can be stored. It is not required.
Click “Save”

Edit or Delete a Location

Go to Users > Locations
Find the Location to edit or delete and click on the corresponding icon in the “Actions” column on the right
Click the pencil icon to edit
Click the trash can icon to delete

Edit a User’s Location

Please refer to the Edit a User page for instructions to also adjust a user’s Location.

LawRoom

As an admin you have the ability to create Groups and Locations so you can segment your learners to align with how you view your organization and implement trainings. A learner can only belong to one group and one location; Location does not necessarily need to be a physical place.

Log into the EVERFI Admin Toolbox
Click on Administration > Click on either ‘Groups’ or ‘Locations’
This will open the tool so that you can add, edit or delete any locations or groups in your account.

Add Location/Group:

Click the ‘Add Location’/ ‘Add Group’ button
Type a Location/Group Title (up to 20 characters) in the Title field
Type a Location/Group Abbreviation (up to 5 characters) in the Abbreviation field
Click ‘Add’ button to add

Edit Location/Group:

Click ‘Edit’ next to the Location or Group that you want to edit
Update the Location/Group Title (up to 20 characters) in the Title field as needed
Update the Location/Group Abbreviation (up to 5 characters) in the Abbreviation field as needed
Click ‘Save Changes’ button to save, this will update all users in that location or group

Delete Location/Group:

Click ‘Delete’ next to the Location or Group that you want to delete
The below message will appear, telling you how many users are in that group, and asking you if you want to move them to the default location. Keeping in mind, a location or group cannot be deleted with users still in it.

If you click ‘Yes’ all users will be moved to the location/group that is designated as default in your account. If you are unsure which one this is, it will be the location/group without the delete option.
If you choose ‘No’ you will be given these instructions “You will need to use the Current Attendee report to see who is in this location and move them to a different location using the View/Edit tool, before this location can be deleted.” To update users, you will need to enter them into the upload template with their new location/group information and upload them using the upload tool. This will update their record. Once they have been moved out you can come back to this tool and delete the location/group.

Higher Ed Partner Center (Homeroom)

This feature is not available on this platform. Please refer to Custom Categories and Labels for classification options.

CampusClarity

Locations is a classification that you can use to associate with a user. Having Locations can be helpful when you need to make assignments to a specific group of users and for tracking completion after implementation. Locations are completely customizable, but it is something your Account Manager needs to adjust. Reach out to your EVERFI contact with your specific Locations to add or edit and they will make those changes for you.