Managing Organization Locations

Owned by Zachary Restifo
Last updated: Dec 19, 2022
3 min read

Beatrix allows you to manage contacts and locations that are associated with an organization.

The following instructions will explain how to manage and edit locations associated with an organization.

To being managing locations:

  1. Visit https://beatrix.yale.edu/

  2. Log in with your NetID and password

  3. Click Organizations in the navigation at the top of the page.

  4. Find and select the organization you want to edit.

  5. Click the Contacts & Locations button in the navigation on the left side of the page.

For information about managing an organization location’s contacts, visit these instructions:

https://ysmweb.atlassian.net/wiki/spaces/HELP/pages/1726382446

Table of Contents

Campus Mail

The campus mail section allows you to add a Mailing Address to an organization. Each organization can have one mailing address.

If the location has a mail code, enter it into the Mail Code field.

To add a Mailing Address to an organization, click the Add New... button, and the section below will pop up.

 

Once you are done filling out the required fields (starred above), as well as indicating whether the address accepts postal & delivery, click the Add button to make this address the Mailing address.

Once you’ve added a location as the organization’s Mailing Address, you can delete or edit the address by clicking on the location and clicking Delete or making edits and clicking Update.

 

You can update or delete the address by clicking Update or Delete in the location editor.

 

This mailing address will appear in the footer of the relevant organization’s website (below).

 

 

Locations

Most organizations have multiple other locations in addition to the mailing address, and the Locations section allows you to add and edit those locations.

To add a location, click Add New... and the section below will pop up.

 

There are 2 required fields:

  1. Location Type: Select the type of location you are adding from these options:

    • Laboratory

    • Clinic

    • Administrative Office

    • Hospital

    • Other

  2. Building: Enter the address of the building of your location, and select the correct one from the suggested addresses.

If the correct building does not show up, you can request that a new Yale building be added to the system by emailing ysm.editor@yale.edu

 

You can also add more specific details for the location that are not required, but give more context.

  • These include location details (Office Name, Wing, Floor, Suite, and Room), hours for the location, and Phone Numbers

Once you have added all of the relevant locations for your organization, you can delete or edit the address by clicking on the location and clicking Delete or making edits and clicking Update.

 

Adding locations to your organization allows you to add a location map on your organization’s website.