Vault provides the ability to manage details about facilities through the Facility object. You can view or manage facilities from Business Admin > Facilities.
One of the benefits to using the Facility object over a picklist field is that users can find documents related to a facility using any of the facility’s fields. For example, if the facility Headquarters has the code HQ, users can search on “Headquarters” or “HQ” to find documents.
Related Permissions
To manage object data records for the Facilities object, you must have a security profile that grants the correct object-level permissions.
How to Add and Edit Facilities
To add or edit a facility:
- From the Facilities page, click Create or click on an existing facility and then click Edit.
- Enter the Facility Name and Facility Number/Code.
- Optional: Fill in the other facility fields (Facility Address, etc.). Note that these can vary by Vault, depending on whether an Admin has customized the standard object.
- Set the Status. Users can only see and select active facilities when setting the document fields.
- Click Save.
How to Disable and Delete Facilities
Vault prevents deletion of facilities that users have selected on at least one document or that Admins have used within a lifecycle rule or workflow. If you cannot delete a facility, prevent users from selecting it in the future by changing its status to Disabled.
To delete a facility:
- From the Facilities page, hover over the facility.
- Click the red X icon that appears.
- Click Continue in the confirmation dialog to permanently delete the facility.