Steps

Edit a region in XSiteIO

1. 1
   Click [Settings] in the bottom-left corner and select [Regions].
2. 2
   Click the region Id or Name you want to update.
3. 3
   In the General Information tab, update the External Identifier if needed.
4. 4
   In the General Information tab, edit the Region Name.
5. 5
   In the General Information tab, choose a Category (Default, Reporting, District, Province, State, or Area).
6. 6
   Click the Sites tab.
7. 7
   Select or deselect sites to add or remove them from the region.
8. 8
   Click the Contacts tab.
9. 9
   Enter the contact Name, Phone, Mobile, and Email.
10. 10
    Click [Add] to save the contact.

Edit a region in XSite Classic

1. 1
   Go to Administration and select Regions.
2. 2
   Click the region Id or Name you want to update.
3. 3
   In the General Information tab, edit the External Identifier, Name, or Category.
4. 4
   Click the Sites tab.
5. 5
   Select or unselect sites as needed.
6. 6
   Click the Contacts tab.
7. 7
   Enter the contact Name, Phone, Mobile, and Email.
8. 8
   Click [Add] to save the contact.

Tips & Warnings

• Site changes save automatically. Review your selections carefully before leaving the page.
• Use consistent region names to avoid confusion in reports.
• If a site does not appear in the list, confirm it is active and correctly assigned in the system.
• Keep contact details current so reports and support requests reach the right person.