Maintain Location Reference in InSite

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Today’s post comes from Mariana Nobile, one of our Technical Customer Support Consultants.

For GEOVIA InSite™ user, the Locations module allows you to configure the mining sources, stockpiles and any other material movement flow points of your operation. The Location Reference stores manually-entered data imported from a block modeling package while Locations are the initial point of material tracking in the system.

Here are some Tips & Tricks to both create and maintain the Locations and Location Reference data deployed as part of your InSite Configuration.  

Tip #1—Use Locations

1. From the Explorer bar, browse InSite from URL http://<InSiteServerName>/InSite.

2. Go to Data Management > Sites and Locations > Locations OR type Locations directly into the magnifying glass at the top ribbon (search option).

3. For a best process flows, clone similar location instead of creating a new one. The idea is to copy the grouping information such Locations Category, Type, etc. The mandatory fields to create a Location are:

  • Site = ‘XYZ’
  • Code = meaningful code as short as possible
  • Description = meaningful location name description (ideally the same as Code)
  • Active =  Makes sure the active check box is selected
  • Location Category = select one Location Category available from the dropdown list according to the group of category that the location should belong to.
  • Location Type = select one Location Type available from the dropdown list according to the group of type that the location should belong to. 

4. Enter the following optional information, if required. While the information is optional, some of it will be used for reporting and filtering functions.

  • Parent Location = if a locations belongs to another locations, the user can set up the Parent/Child relationship at this column by, selecting the Location from dropdown list, which creates a tree relationship for report purposes (optional field). Tip: For Reporting and Data Entry purpose, the Locations will require a specific Parent Locations to be associated by cloning a location, so users can be sure all relevant fields are set up efficiently.
    Locations screen – filtered by Parent Location.
  • Underground = tick this check box if the location is an underground mine location. 
  • Mining Method =  if this information is required, the mining method options need to be entered first at the Reference Data, so the user can select the mining method for this location. 
  • Financial Status =  if this information is required, the Financial Status options need to be entered at the Reference Data, so the user can select the Financial Status for this location. 
  • External Source = tick this check box if the location is an External Source. 

Tip #2—Clone a Location 

1. Select the desired Location to be cloned (click on the Location row).

2. Click on Clone Current Row form Location functions options.
Locations screen – cloning a row.

3. Cloned row displays with suggested information from original Location selected to be cloned.

It’s important to note that the benefit of this function is that Location Reference Data and grouping columns (Location Category and Location Type) are copied over helping the user to be sure the new location has the minimum required information to function. However, the user must review the data (material, measure, value, effective date, etc.) at the Reference grid on each row as it needs to be changed or updated according to the new Location relevant data.

Tip # 3—Adding a New Location Reference using clone functionality

1. Select one Location row.

2. At the References tab, click ‘Clone’ to add a new cloned location reference, e.g.: Density.
Location Reference section – cloning a row.3. Change the ‘Value’ and the ‘Effective Date’ columns with the appropriated data and press ‘Saves Changes’. Note: If the location reference measure is used in a Calculation routine, e.g. the grade is inherited from a Stope firing location to all relative firing transactions, and then it will apply this grade against all transactions between the location references Effective Date to the end of time.

Locations References section – maintaining the reference data by creating a date range to apply the grades depending on the Effective start date. E.g. maintaining dilution grades.

By following the steps in these tricks, InSite users can quickly and effectively create and maintain the Locations and Location Reference data.

Be sure to check back next week for more Product Tips & Tricks.

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