ROLE PRIVILEGES NEEDED: <udl-white>Add Region<udl-white> | <udl-white>View Region<udl-white> | <udl-white>Edit Region<udl-white> | <udl-white>Delete Region<udl-white>

ADD REGION | ADD CONTACT INFO | EDIT REGION | DELETE REGION

Once your organization is in the system, you can add regions to the hierarchy.  To add a region from the Settings menu, select Org/Region/Agency.

ADD REGION <returntomenu>menu ↑<returntomenu>

To add a region, select the <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Add Region<udl-orange> link

The "Add Region" dialog displays.  Information with an asterisk is required.

• Region Name - The name for this region. You can create as many regions as you want (with wide or narrow parameters).
• Region Code - Any code (such as billing or zip code) associated with this region.
• Email - The email of the contact person for this region.  
• Primary Contact - From the drop-down box, select the name of the user who is the primary contact for this region.
• Start Date - The date you want the region to begin displaying in the hierarchy.  
• End Date - Optionally, the final day that you want the region to display in the hierarchy.

Select <btnw>    Save   <btnw>.  The region you added displays in the 3rd tier of the hierarchy.  Select the region to open the detail page.

ADD CONTACT INFO <returntomenu>menu ↑<returntomenu>

To add more information, select <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Add Contact Info<udl-orange> or <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Add Phone<udl-orange>.  

Enter the required information and select <btnw>   Save   <btnw> when finished.

EDIT REGION <returntomenu>menu ↑<returntomenu>

The new region displays in the hierarchy.  Once your organization is in the system, you can add agencies to the hierarchy.   Select the <udl-orange>[Edit]<udl-orange> link to edit the Region

Make the necessary changes and select <btnw>   Save   <btnw> when finished.

DELETE REGION <returntomenu>menu ↑<returntomenu>

To delete a Region, select the <udl-orange>[Delete]<udl-orange> link to the right of the Region.  If the Region is tied to anything else within the system, you will not be able to delete it.