Regions

Regions are created to organize locations that share similar physical locations. Each region has a designated manager. Utilizing the Regions feature will help streamline monitoring of specific areas and their respective activities.

Add a Region

1. Go to View > Account Setup > Company Profile > Regions

2. Click the green plus sign to add a Region.

3. The New Region window will pop up for you to specify a Region Name.

4. Use the ellipsis ... to search for and select a Manager and Supervisor (if applicable) for that region.

   

5. Click Save.

Add a Location to a Region

Locations can be added to a Region so they can be grouped under a particular Region Manager. To add a Location to a Region you must navigate back to the Locations screen.

1. Go to View > Account Setup > Company Profile > Locations and search for the location.

   

2. Then select Edit > Edit Location.

3. You will see an option to the right that says Region*.

   

4. Click the arrow to drop down a list of Regions, select your region, and File > Save.