Region

A Region can be used to group multiple facilities together and allow dashboard components to display information pertaining to that grouping. It also allows dashboard components to be filtered by the Region criteria.

To access the Region screen:

1. Log in to ProTrack Warehouse.

2. Select Region under the Configuration menu. The Region screen appears.
   
   
   ^{Fig.1 Region}
   
   

   Tab	Description
   Region	Displays the details of the region.
   Assign Facility	Select and displays the facilities assigned to the region.

   ^{Table 1. Region Tab Descriptions}
   
   

   Field	Description
   Region	Type the Region name to be displayed on the dashboard components.
   Region ID	Type the Region ID, which is alphanumeric. Must be unique.
   Address Line 1	Type the first line address of the region.
   Address Line 2	Type the second line address of the region.
   City	Type the city of the region.
   Zip Code	Type the zip code of the city.
   Country	Select the country of the region.
   State	Select the name of the state.

   ^{Table 2. Region Field Descriptions} 

Adding Region

1.  Type the region name and ID.
2. Other fields are optional.
   
   
   ^{Fig.2 Region - Adding Region}
3. To assign facilities to the region, click 'Assign Facility' tab.
   
   
   ^{Fig.3 Region - Assign Facilities}
   
   
4. Click 'Select Facility' and a popup screen will appear.
   
   
   <sup>Fig.4 Region - Selecting Facilities
   
   
   Fig.5 Region - Selecting Facilities</sup>
   
   
5. Select the check box(s) of each facility and click .
   
   
   ^{Fig.6 Region - Selecting Facilities}
6. Click  to save the region.
7. To remove a facility from the region, select the corresponding check box for that facility and click . 

Searching Region

1. Click  and a popup screen appears.
   
   
   ^{Fig.7 Region - Searching Region}
   
   

2.  To search for particular records, type the Region name or ID.

   Tips

   • To list Regions with names starting with a particular character, enter the character into the field. For example, to search regions starting with the character 'C', enter 'C' in the Region field to list regions with names starting with C.
   • If no search criteria are specified all the regions will be listed in the 'Region Search Results' section.
3. Click  in the Search Region popup screen. The records for the selected criteria will be listed in the 'Region Search Results' section.
   
   
   ^{Fig.8 Region - Search Results}
   
   

Viewing & Editing Region

1. Search and list the region(s) in the 'Region Search Results' section.
2. Click the Region link from the 'Region Search Results' section. The details of the region appear in the corresponding fields.

3. Make any necessary changes to the region and click .

   Tips

   • If you have made the changes in the fields and do not want to save the details, click  before you save the changes.
   • If you want to add an activity group at this point, click  to clear the fields and to bring the screen to the add mode.

Deleting A Region

1. Search and list the region(s) in the 'Region Search Results' section.
2. Select the check box to the left of the Region that will be deleted.
   
   
   ^{Fig.9 Region - Deleting Region}
   
   
3. Click  to delete the selected region(s).