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Create and use location overrides

In this article, we explain how to create and use location overrides for different sites.

K
Written by Katie Airey
Updated over 3 weeks ago

If you have more than one location or office in your company, you can use the location overrides feature to tailor the system to your locations. For example, you may want to set a different Data Protection Officer for each of your locations.

⚠️Important: You must have location tags set up within Access Evo to use this feature.

Create a location override

To create a location override, follow these simple steps.

  1. Click the settings button, then click Personalised field.

  2. Search for the relevant personalised field, then click the pencil button.

  3. Select the relevant location, then in the Override Value field, enter the required override information.

  4. Click Add and click Save.

🤓Tip: Preview how your personalised fields appear from the policy management area by clicking Preview next to the relevant policy.


Use your location overrides

Under each question is a location override button, which allows you to send one version of the policy to one location or office, and another version to different one.

To start using your overrides, follow these simple steps.

  1. Click your location override, then in the organisation value box, enter your default answer.

  2. On the location drop-down, select your location, then enter the value in the override value box.

The value within the organisation value box appears in everyone’s policy at all locations. If a location override is added for one of the sites, the staff at that location will see the override value instead.


Preview location overrides

When previewing a policy, you can check to see what different users see.

  1. Click Policy Management, then click View Policy.

  2. Select your location to see the overrides.

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