Page Comparison

1. Access Area Setup screen

• Click your user name / office / picture at the top of the main menu to view the System menu
  

• Click Configuration and select Setup Areas
  

2. Area Setup screen

The Area Setup screen shows all areas currently set up - use the Filter options to choose which areas to view

• Click the Add button
  This action displays the Add/Edit Area screen shown below

• Depending on your configuration

  • If using postcode areas, see section 3

  • If using geocode areas, see section 4

3. Adding/editing areas using postcodes 

• Adding a level 1 area (see Overview notes above)

  Image RemovedImage Added

Name

Enter name of area as you wish it to appear to users

Level

Set to 1 (lowest level)

Code

Define your own unique key for the area 
e.g. Aberford could be ABE

Related Departments

Limit use of the area to specific departments - click Select to pick from your department list

Related Offices

Limit use of the area to specific offices - click Select to pick from your office list

Portal region

Specific to some overseas portals - not in general use

Enter comma separated list of postcodes

Enter postcodes to be used in this area in the following format:
LS1,LS2,LS3 (for example)

• Adding level 2 or 3 areas (see Overview notes above)
  

Name

Enter name of area as you wish it to appear to users

Level

Set to 2 (or 3, if 2 already added)

Code

Define your own unique key for the area 
e.g. Leeds North could be LEN

Select areas in this group

Double-click areas to add to this higher level group - this selects them and moves them to the right of the screen

4. Adding/editing areas using geocodes

Name

Enter name of area as you wish it to appear to users

Level

Set to 1 (lowest level)

Code

Define your own unique key for the area 
e.g. Aberford could be ABE

Drawing an area

• Tick Edit on map

• Use the + and - buttons to zoom in/out of map
  Cursor will change to cross hair (+)

• Position cursor at start position on map and click

• Move to next position to create line and click again

• Repeat until the desired area is drawn and joined up

• Once created, lines can be dragged to the desired shape/coverage

5. Save changes

• Click Accept to save changes 

• Log-out and back in for the changes to take effect