Regions are Organisational Units that may the used to group Offices together. You may also create a hierarchy of Regions. May be used in “My Office Tasks”.

1.     Click on User Management -> Manage Configuration -> Regions on the left-hand side of the

screen.

2.     All the Regions configured in the system are shown on the page.

3.     The Search field accepts text which will be used for a case insensitive partial match against the

following columns values:

a.     Name

b.     Regional Office

c.     Parent Region

d.     Region Ref.

4.     Type in text in the search bar, click “Enter” or the magnifying glass.

5.     The list filters to text searched for.

6.The Regions listed may be edited using the Edit action.

7.The Region Name, Parent Region and Regional Office may all be altered.

Creating a new Region

1.     Click on the “New Region” button.

2.Enter the name for the new region.

3.If the region is to have a parent region, select it form the existing list of Regions.

4.If the region is to be associated with a particular office, you may select an existing Office as the

Regional Office.

5.A mandatory Region Reference will be created from the Region Name and may be altered. It must

be unique so that the Region may be identified programmatically if required and may not be

altered after saving.