Region Hierarchy Setup

Region Hierarchies provide the ability to create and edit parent/child relationships for regions. This provides more flexibility in managing and reporting on larger regions. For example, you could create a United States region that contains Northern, Southern, Eastern, and Western regions as well as a North American region that contains the United States region.

Properties can only be associated with the lowest level of an established hierarchy. Therefore, a region can have either regions as children or properties as children, but not both. Using the previous example, you could associate properties with the Northern region, but not directly with the United States region.

Note:

Regions that are defined as Site type regions cannot have child regions. However, Site regions can be children of other regions.

To open the Region Hierarchy Setup page:

  1. Open the Administration Menu page.

  2. Under the COMPANY ADMIN heading, click Region Hierarchy Setup.

ClosedAdd a Child Region

Adding a child to a region creates a new hierarchical level below the selected region, thereby making the selected region the parent region. A region can have multiple child regions, but can have only one parent.

To add a child region:

  1. Click the SELECT REGION button to select the region you want to serve as the parent region in the hierarchy.

  2. Click the ADD CHILD button to select the child region.

    The selected region is displayed in the yellow pane. For each region selected, the following information is displayed:

    • Region – Displays the name of the region as a link. Clicking this link displays a list of the child regions of this region.
    • Count of Children – Displays the number of child regions associated with this region.
    • Properties – Displays the number of properties associated with this region.
    • PROPERTIES – Clicking this button opens the Associate Properties to Regions page allowing you to view a list of the properties associated with this region and add properties to the region.
    • DELETE – Clicking this button removes the parent/child association between this region and the selected parent. It does not delete the region.
    • Region Details – Clicking this link opens the Region Details page, allowing you to view detailed information about the region, including region hierarchy information, a list of links to the properties in the region, and the user-defined fields associated with the region.

ClosedTroubleshooting Region Hierarchies

The system includes the following built-in tools to highlight errors in the region hierarchy. To troubleshoot region hierarchy problems the following features are available:

Rebuild Hierarchy

If there is a break within the region hierarchy, this feature will rebuild the hierarchy from the lowest regions to the top-level parents by traversing the hierarchy tree. This rarely occurs, but may happen when a large number of properties and regions are imported into the system using conversion tools.

Orphan Report

This report produces a spreadsheet listing all properties that are not associated to the selected region or any of its child regions. It includes both properties that are associated with other regions as well as properties that are associated with no region at all. The report includes the Property Name, External Property ID, Address, and Region. In most cases, the Region column will be empty since the report highlights properties not associated with a region. This report can only be run for top-level regions (regions that have no parent region).

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