Regions - Create, View, Edit, or Deactivate

Description: 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

1. Log in to DCI with personal profile

2. Click Settings on the main menu

3. Click Funding Sources on the submenu

4. Enter the funding source name in the filter and click Search

5. Click anywhere in the funding source row to open the Funding Source Details page

6. Click Actions

7. Select New Region from the drop-down menu

8. Complete the Add New Region form wizard

9.  

   1. Funding Source (auto-populates)

   2. Region Name (required)

   3. Address (required)

   4. Phone (required)

   5. Fax (optional)

   6. Email (required)

   7. Contact Name (required)

   8. Region Reference (optional)

   9. Status: Select Active or Inactive

10. Click Save and Yes to confirm

View, Edit, or Deactivate Region

1. Log in to DCI with personal profile

2. Click Settings on the main menu

3. Click Funding Sources on the submenu

4. Enter the funding source name in the filter and click Search

5. Click anywhere in the funding source row to open the Funding Source Details page

6. Click the Regions tab

7. Click anywhere in the region row to open the Region Details page

8. Click Actions

9. Select Edit Region from the drop-down menu

10. View and make edits in the Edit Region form wizard

11.  

    1. To deactivate the region, change the status to Inactive.

12. Click Save and Yes to confirm

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