Page Comparison

1. Access Area Setup screen

From main menu:

• Click your user name/office top left of main 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

  

• Depending on your configuration

  • If using postcode areas, see section 3

  • If using geocode areas, skip to section 4

3. Add/edit areas using postcodes 

• Adding a level 1 area - see Areas overview notes

  

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 (this can not be changed once saved)

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 Areas overview notes

  

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 (this can not be changed once saved)

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 (this can not be changed once saved)

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