Regions

Navigate to Regions#

• Access the Structure sub-module of the Organisation module.

• Click on Regions

• This displays a list view of Regions.

• Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
  • Search string: for filtering records
  • Status to show the current status of the Region

Create a new Region#

• To create a Region, hit the New button in the toolbar area and populate the form fields.

• The following are some of the fields that needs to be populated:
  • Manager: Only populate this field if the newly created company is part of a major company.
  • Region code
  • Description
• You also need to populate the fields in the following tabs:
  • Contact Details: Contact details of the region manager
  • Hit the Save and close button

View Region#

• To view a region, click the ID of the region you want to view

Edit Region#

• To edit a region, select the particular record you want to edit by clicking the radio button
• Click the Edit button

Activate a Region#

• On save, the newly created Regions status will be Unapproved. Use the search filter to search for Regions with a Status of Unapproved.
• Click the Activate button to activate the region and change its status from unapprove to active

Deactivate a Region#

• To deactivate an aApproved Region, search and select the active region you want to deactivate and click the Deactivate button
• This works only if the item is Active

Change Ownership of a Region#

• To change ownership of a region, select the particular record you want to change by clicking the radio button
• Click the change button, input the new owner and click execute

Merge two Regions#

• Merge two regions, by selecting a region and hitting the Merge button to select the other region to be merged with
• Click the merge button, input the new owner and execute
  • Delete Source: True or False
  • Source: search for the company