How do I edit a region?
Customizing Regional Settings in XSite
Written by Michael Cook
Updated at March 4th, 2024
Introduction
Managing regions within XSite provides a structured approach to analyzing data across different geographic locations. This feature is particularly useful for businesses operating multiple sites across various parts of the country, allowing for a segmented view of operations by divisions. Regions can be categorized into several types, including Default, Reporting, District, Province, State, and Area, offering flexibility in how data is organized and reviewed. This guide outlines the steps to edit a region in XSite, ensuring that you can tailor the setup to meet your specific business needs.
Editing a Region in XSiteIO
- Navigate to ‘Settings’ in the bottom left corner
and select ‘Regions’. - Within the Regions section, locate the region you wish to modify. You can do this by selecting the region’s ‘Id’ or ‘Name’ listed under the respective columns.
- By default, you will be in the ‘General Information’ tab. This section is designed for the primary configuration of your region. Here, you can enhance the region's organization by performing the following actions:
- Assigning an External Identifier
- Specifying a Region Name
- Selecting a Category
- Assigning an External Identifier
- Click on the ‘Sites’ tab, which is positioned next to the ‘General Information’ tab.
- In the ‘Sites’ tab, you will see a list of available sites. Here, select or deselect sites to include them in or remove them from your region. Changes are automatically saved upon selection.
- Proceed to the ‘Contacts’ tab, located adjacent to the ‘Sites’ tab.
- This section allows for the modification or addition of contact information relevant to the region. Here, you can enter the Name, Phone number, Mobile number, and Email address in the provided fields.
- Once you have entered the contact details, click the ‘Add’ button to save the new contact information.
Note: The ‘Contacts’ section is useful for identifying key individuals such as managers or support personnel who may assist employees within the region.
Editing a Region in XSite Classic
- Navigate to the ‘Administration’ heading in the side menu and select ‘Regions’.
- Within the Regions section, locate the region you wish to modify. You can do this by selecting the region’s ‘Id’ or ‘Name’ listed under the respective columns.
- By default, you will be in the ‘General Information’ tab. This section is designed for the primary configuration of your region. Here, you can enhance the region's organization by performing the following actions:
- Assigning an External Identifier
- Specifying a Region Name
- Selecting a Category
- Click on the ‘Sites’ tab, which is positioned next to the ‘General Information’ tab.
- In the ‘Sites’ tab, you will see a list of available sites. Here, select or deselect sites to include them in or remove them from your region. Changes are automatically saved upon selection.
- Proceed to the ‘Contacts’ tab, located adjacent to the ‘Sites’ tab.
- This section allows for the modification or addition of contact information relevant to the region. Here, you can enter the Name, Phone number, Mobile number, and Email address in the provided fields.
- Once you have entered the contact details, click the ‘Add’ button to save the new contact information.
Note: The ‘Contacts’ section is useful for identifying key individuals such as managers or support personnel who may assist employees within the region.