General - Regions

Table of Contents

Table of Contents
1 Purpose 2 Adding Regions 3 Managing Regions and Offices

Purpose

Regions is an element in the organizational hierarchy that supports the levels Customer (MetaField Client)>Region>Offices/Labs. These regions can be used to predict and filter information in the system based on the regional attributes of a user.

Adding Regions

Click the Add Region button or the Edit button within the Regions grid
Enter / edit the region name
Optional: Define which Unit of Measure to be associated with the new Region - this will determine how the Unit of Measure is displayed on forms. This will default to what is select under Administration / General / Settings

Managing Regions and Offices

Once a Region has been added, click on the Edit button
Click on Add Office
Select which Offices you want associated with the Region - You can select more than one office, and move it from the Available Column to the Select Column
Click Save