Creating, updating, and deleting regions

Regions are groups of states or provinces that are used to define a compact license for employee credentials.
  1. Select Administrator > Qualifications > Regions
  2. Click Create and specify this information:
    Effective Date
    Specify the effective date.
    Region
    Specify the region name.

    You can also specify a description or use the region name as the default for the description.

    Short Description
    The default is from the region.
    Description
    The default is from the short description.
    Active
    Select this check box to make the region active. The region is active by default. If you do not want the region to be selectable yet, clear the check box.
    Summary
    Specify any additional information.
  3. Click Save.
  4. To add region details, such as specific states, or provinces, click Create in the Region Details section and specify this information:
    Effective Date
    Specify the effective date.
    Country
    Select the country in which the region is located.
    State/Province
    Select a state or a province within the country. You can make only one selection at a time. If no state or province is selected, then the region is created on the country level.
  5. Click Save.
  6. To add all individual states or provinces of a country, click Add All States or Provinces in the action menu and specify this information:
    Effective Date
    Specify the effective date.
    Organization
    Select the organization. Current organization is selected by default.
    Region
    Select a region.
    Country
    Select a country for which you are adding all states or provinces.
  7. Click Submit.
  8. To update a region, select the region to update, update any editable fields including the effective date, and click Save.
  9. To delete a region, select the region to delete and then click Delete, specify the effective date, and click OK. When prompted, click Yes to confirm the delete action.