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Description: In In this topic, the user will learn how to create, view, edit, or deactivate a region.
*Please note: Funding Source must be created before Region.
Role Required: Super User
Permission Required: Funding Source Admin
Create Region
Log in to
...
DCI with
...
personal profile
...
Click Settings
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on the main menu
...
Click Funding Sources
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on the submenu
Enter the funding source name in the filter and
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click Search
Click anywhere in the funding source row
...
to open the Funding Source Details page
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Click Actions
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Select New Region
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from the drop-down menu
Complete the Add New Region form wizard
Funding Source (auto-populates)
Region Name (required)
Address (required)
Phone (required)
Fax (optional)
...
Email (required)
Contact
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Name (required)
Region Reference (optional)
Status: Select Active or Inactive
...
Click Save and Yes to confirm
View, Edit, or Deactivate Region
Log in to
...
DCI with personal profile
...
Click Settings
...
on the main menu
...
Click Funding Sources
...
on the submenu
Enter the funding source name in the filter and
...
click Search
Click anywhere in the funding source row
...
to open the Funding Source Details page
Click
...
the Regions
...
tab
Click anywhere in the region row
...
to open the Region Details page
...
Click Actions
...
Select Edit Region
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from the drop-down menu
View and make edits in the Edit Region form wizard
To deactivate the region, change the status
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to Inactive.
...
Click Save and Yes to confirm
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