Units admin

Company > Units > Units Admin

This screen is an advanced version of the Units screen, which includes advanced options not available on the other screen.

Important: Use this screen for exceptions and for troubleshooting purposes only. Do not use this screen to:

  • Add, edit, or delete units in a production instance because the environment may become unstable and updates via the Importer overwrites the changes.

  • Make bulk changes.

Warning: Avoid editing units on this screen because doing so can cause undesirable results. For example, when required fields have empty values, clicking Save makes the unit Inactive, and clicking Cancel deletes the record.

Properties

Name
Name of the Unit. This is the name that shows up in the Units dropdown in reporting.
Identifier
Unique identifier for each Unit. For more information, see Unit Identifier.
Tip: When building a program, maintain consistent naming convention for creating identifiers.
Street Address
Street address where this Unit is located.

Leave the field blank, or use a hyphen - when this value has no meaning for the type of Unit, such as for a call center agent or web site.

City
City where this Unit is located.

Leave the field blank, or use a hyphen - when this value has no meaning for the type of Unit, such as for a call center agent or web site.

State/Country
State or country where this Unit is located.

Leave the field blank, or use a hyphen - when this value has no meaning for the type of Unit, such as for a call center agent or web site.

Zip
Zip code or postal code where this Unit is located.

Leave the field blank, or use a hyphen - when this value has no meaning for the type of Unit, such as for a call center agent or web site.

Latitude
This is the latitude of the unit in in micro-degrees (1000000 x degrees). This field is used by Geolocation for surveys when locating nearby units.

This field was previously used by RivalTracker (deprecated), and automatically populated by geocoding. The current Nearby Rivals feature uses the latitude in the Unit Rival Overviews.

Longitude
This is the longitude of the unit in in micro-degrees (1000000 x degrees). This field is used by Geolocation for surveys when locating nearby units.

This field was previously used by RivalTracker (deprecated), and automatically populated by geocoding. The current Nearby Rivals feature uses the latitude in the Unit Rival Overviews.

DateFormatKind
Shows how date values are displayed for this Unit. Set the format on Unit groups admin.
Time zone
Shows how time values are displayed for this Unit. Set the format on Unit groups admin.
State
Active state of this unit, which could:

  • Active — The unit is active; all data and surveys are shown throughout .

  • Inactive — The unit is inactive (such as when a store closes). Survey invites are not sent for inactive units. While inactive units are not available to be selected in report control panel dropdowns, inactive units are included in the reports, themselves.  

  • Deleted — Marks the unit as deleted, all data is excluded from individual and aggregate reporting, and no survey emails are sent for this unit. Once marked as deleted, it cannot be reset to Active. Use this method to delete a record; never use the Delete button.

  • Inactive Exclude Data — Same as deleted, but allows a unit to be reset to Active.

Active Since
Shows when the unit was last set to Active.
Inactive Since
Shows when the unit was last set to Inactive.
Member Unit Groups

The Unit groups this unit belongs to. The selected groups are the values that appear in the Unit groups data fields on the Units screen.

You can use this to manually change a Unit's group, but use caution: do not choose a parent unit group — only choose specific unit groups.

OrderedUGWithRoot
The Unit Groups and parent Unit Groups this unit belongs to. Note the list includes internal root parent groups not otherwise visible to a company, and it includes the unit's Name.