How To: Adding & Changing a Region (30-02-01)

Overview

This tutorial describes how to create a new region for your company and change an existing one. Additionally, it describes how to inquire on a region.

Table of Contents

• Adding a Region
• Changing a Region
• Performing an Inquiry

Adding a Region

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1. Click the ‘Add New Region’ button.

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2. In the ‘Region’ field, enter a region code that does not already exist in the system.
• The field is a maximum of 2 alphanumeric characters.

3. In the ‘Name’ field, enter the abbreviated name for the region.

4. In the ‘Long Title’ field, enter the full name for the region.

Changing a Region

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1. Double-click the region code you would like to update.

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2. Make any necessary changes to the name and/or long title.

3. Click the ‘Done’ button to save your changes.

Exporting the Region List

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1. Click ‘Export’ to open the list directly in Excel and also save it to your computer.
   IMPORTANT: You must have a ‘Miscellaneous’ folder set up in Company PDF/Export Directory (30-04) or By Term PDF/Export Directory (30-05) in order for the list to open correctly in Excel and save successfully to your computer.