This article provides a comprehensive guide to creating and managing Regions. It also explains how Practices/Organizations can be linked to Regions, facilitating efficient regional organization, management, and reporting.
Follow the steps below to add/edit Regions:
Navigate to the Admin Manage Lists. The Auditees screen will be displayed.
Click on the Regions tab. A list of Regions will be displayed.
Click on the Add to add a new region. Region Add pop-up will be displayed.
Type the desired Region name and choose the desired State from the drop-down list.
Select the desired Practice from the list. You can also select multiple practices and select all, if needed.
You can add new Practices/Organizations by clicking the plus (+) sign next to practice and entering the new Practice/Organization name and ID in the appropriate fields.
You can add multiple regions using the +Add More.
Click Save to add new region details. The added region will be listed on the main page.
You can edit the Region using the pencil icon.
Update the required details and save the information.
Use the delete icon to delete the region details from the list. Note: Regio linked to any audits will not display a Delete icon. Such regions cannot be deleted.
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