TRIPS Web - Organisation Settings - Sub Regions

==IMPORTANT -== ==If your organisation is interested in using this feature, please reach out to organise a session with one of our Customer Success Specialists. They will walk you through how this feature works, and discuss if any work needs to be done to set-up your data correctly for optimal use of this feature.==

Understanding Sub Regions

What you need to know if your organisation chooses to use the sub-region feature -

Sub regions are where day-to-day work happens

Main regions are just groupings for filtering/reporting

👉 All scheduling, bookings, vehicles, and drivers operate at the sub region level

How to turn on the sub region feature

Navigate to Organisation Settings > Select General Settings > Scroll to the bottom and toggle on Enable Main Region Feature and Show Regions Page

How to view and manage your regions

Go to Organisation Settings > Select Regions

What you’ll see:

A list of all regions

Their assigned Main Region (parent)

How to create a Main Region and Sub Regions

To create a region simply click on the “Create Region” > Enter a main region name > add any sub regions for this main region (remembering to click the + icon for every addition)

How to edit or re-assign your regions

To edit a main region or sub regions name click on the ellipsis icon and then select either “Edit Region” or “Reassign Region”

Editing -

• For editing, hover over region name to get the pen icon and click
• To add a region, type region name into the blank field and click on the + icon
• Once all changes have been made, click on save

Reassigning -

• Select the dropdown arrow for the region you are wanting to reassign
• Select the main region you will assign the region to
• Click on save
• Once saved the region selected will now be visible under the new main region that was selected

Once Sub Regions is turned on, you will be able to view information from 1 region, multiple regions, or all regions. To note: multi-region viewing is only available for regions that belong to the same main region

Using the Region Filter

Steps to filter by region

Use the Region filter (top bar). Select:

• One region
• Multiple regions
• Or leave as All Regions

What happens when selecting multiple regions

• Clients from all selected regions appear
• Vehicles from all selected regions appear
• Drivers from all selected regions appear

IMPORTANT -

• Multiple region selection is only available if selecting regions from the same “Parent Region”
• Multi-region selection is not currently available on the allocation page. Existing logic remains of only 1 region can be selected at a time
• If new regions are added, make sure to update staff access if applicable

Additional Helpful Information

• Validation has been introduced that will only allow clients who have shared regions to be added to a booking form. The system will only list additional clients who belong to the same region as your originally selected client.
• When making a group booking using a group booking template, users will need to make sure that they have a global region selected at the top of the page for the list of templates to populate
• A tool tip has been added that allows user to view further information on how regions work for bookings

• Warning messages will display to users throughout the application to assist users when updating certain records

  • Drivers

  

  • Vehicles

  

  • Group Bookings using a template

If you do have any further questions on sub regions, or would like further clarification, please submit a ticket and a Customer Success Specialist can arrange a session to discuss this further.