--- title: "TRIPS Web - Organisation Settings - Sub Regions" description: "==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.==" canonical_url: "https://support.caremaster.com.au/articles/trips-web-organisation-settings-sub-regions-dIWhgSj6gb" md_url: "https://support.caremaster.com.au/articles/trips-web-organisation-settings-sub-regions-dIWhgSj6gb.md" --- # 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** ![](https://support.caremaster.com.au/api/attachments.redirect?id=65036f82-3860-4298-abb4-cfd62150898b " =1027x171") ### 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) ![](https://support.caremaster.com.au/api/attachments.redirect?id=4f88472d-8ac8-4f1f-8cc4-f339a369b392 " =377x192") ### ![](https://support.caremaster.com.au/api/attachments.redirect?id=5c5a690a-ae8e-40c9-a972-d2a87732d9f7 " =683x345") ### 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) ![](https://support.caremaster.com.au/api/attachments.redirect?id=ecdc9e4a-5f03-4637-a3f5-634208c0be4d " =382x297") ### 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” ![](https://support.caremaster.com.au/api/attachments.redirect?id=67515a8e-b91e-44e6-8e66-3f5ab0f3157e)**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 ![](https://support.caremaster.com.au/api/attachments.redirect?id=6480a52b-3ba3-473e-956c-52f95be96d4a)**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 ![](https://support.caremaster.com.au/api/attachments.redirect?id=e7b330fa-190b-4e91-9fab-f199bacceeff " =372x352") 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 ![](https://support.caremaster.com.au/api/attachments.redirect?id=fa6592aa-e483-4806-a181-e3f650d354f6 " =363x177") **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 ![](https://support.caremaster.com.au/api/attachments.redirect?id=388d2313-484e-448a-8b98-363609ef12c8 " =373x290") * Warning messages will display to users throughout the application to assist users when updating certain records * Drivers ![](https://support.caremaster.com.au/api/attachments.redirect?id=b95991cc-6928-4013-b58c-088a2d5e927b " =376x161") * Vehicles ![](https://support.caremaster.com.au/api/attachments.redirect?id=9fe1cafc-6506-4c83-8d92-b34a02cef98f " =379x157") * Group Bookings using a template ![](https://support.caremaster.com.au/api/attachments.redirect?id=d31de805-1691-4e9d-b444-6980318de056 " =642x196") 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.