How do I add a region?
Simplifying Region Setup in XSite
Introduction
Regions are a versatile feature. This feature allows you to examine data based on what region your sites are located. For example, if you have sites across the country, you can separate sites by eastern, central, and western divisions. This way, you can break up and examine data specific to these regions.
Adding a Region in XSiteIO
- Navigate to the bottom left corner and select the settings icon.
- From the popup menu select ‘Regions’.
- Enter a numerical identifier in the first column titled ‘Id’.
- Enter the name of the region in the ‘Name’ column.
- Under the ‘Category’ column, use the drop-down menu and select one of the following categories:
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Default: This is the basic classification level for all sites, automatically grouping them into a general region.
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Reporting: Utilized specifically for organizing sites in a way that optimizes reporting according to your specific needs.
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District: A category that divides sites based on smaller, more localized geographic divisions.
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Province: This category groups sites located within the same provincial boundaries.
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State: Like the Province category but tailored for countries organized into states.
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Area: A flexible category that can be used to define any geographic or operational division relevant to your organization.
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Default: This is the basic classification level for all sites, automatically grouping them into a general region.
- When finished, click on the green ‘Add’ button.
Adding a Region in XSite Classic
- Navigate to the ‘Administration’ heading in the side menu and select ‘Regions’.
- Enter a numerical identifier in the first column titled ‘Id’.
- Enter the name of the region in the ‘Name’ column.
- Under the ‘Category’ column, use the drop-down menu and select one of the following categories:
-
Default: This is the basic classification level for all sites, automatically grouping them into a general region.
-
Reporting: Utilized specifically for organizing sites in a way that optimizes reporting according to your specific needs.
-
District: A category that divides sites based on smaller, more localized geographic divisions.
-
Province: This category groups sites located within the same provincial boundaries.
-
State: Like the Province category but tailored for countries organized into states.
-
Area: A flexible category that can be used to define any geographic or operational division relevant to your organization.
-
Default: This is the basic classification level for all sites, automatically grouping them into a general region.
- When finished, click on the blue ‘Add’ button.