Overview
Administrators can add Regions to the system. Regions organize Groups, Accounts, Projects, Locations, and Buildings within the system. Connecting these data structures creates relationships. Relationships are important as they connect data across the system's data structures.
Below is a flowchart that illustrates the data structure within the system.
Data Model
The Region is a secondary table in the Data Model. The Region table contains information about Business Units within an Organization including Business User Name, Website, Logo, and Address.
User Account Requirements
The User must have Administrator permissions to add a new Region to the system.
Navigation
- From the Home screen, click the Navigation Menu and select Management from the dropdown menu.
Navigation Menu
- From the All Actions tab, click the Regions tab.
Regions Tab
- From the Regions screen, click the +Create A New Region button.
+Create a New Region Button
Creating a New Region
- From the Create a New Region screen, fill out the following fields:
Create a New Region Screen
- Logo: Drag and drop an image file into the designated area on the Logo field or click the designated area on the logo field and upload an image from the connected PC.
- Group: Click the Add Existing Group link to add the Group to a Region creating a relationship between the two elements.
Adding a New Region to an Existing Group
- Click the Add Existing Region link to add the Region to a Group creating a relationship between the two elements.
- The Add Existing Region pop-up will appear.
- (Optional) Enter a keyword in the Search field to narrow the search results.
- Select the + Add link next to a Region.
Add Existing Region Pop-up
Creating a New Region Continued
- Continue fill out the following fields:
- (Required) Region Name: Enter a name for the Region. The Region Name will be used throughout the system to identify and search for the Region.
- Website: Enter a website associated with the Region.
- Description: Enter a brief description outlining the Region by adding further details. The Region Description can also identify the Region within the system.
- Location: Enter the Region's address (city) in the Location field and select an address from the dropdown menu. The location selected will also be reflected on the Map below the Location field. A user can manually adjust the Location Pin on the map for a more accurate Location.
- Click the Create button to create the new Region. A system notification will appear at the top of the screen indicating that the Region was created and is currently in a Draft workflow state.
Creation Successful