Configure a Region

Review About Region and Region Field Reference topics.

The level names shown in the organizational structure of the application can be renamed to reflect your organization’s current levels in Setup > General > Terminology. This topic refers to a Region, which is the third column starting from the first.

To open or create a new Region:

  1. Go to Setup > Organizations > Institutions > Agency > Region.
  2. Choices are:
    • Select an Agency and click Add Region to place this new Region in the selected Agency.

    • To copy an entire Region, select the desired Region and click Clone.
  3. Configure the remaining fields and check boxes provided as desired.
  4. Click Save.