Regions - WebTMA 7

Path: Organization > Regions

The Region is an optional hierarchy level. It defines a large geographical territory such as a group of States. Your organization can have more than one Region, and each Region can have any number of Districts linked to it.

Use the Regions / Identity Tab to add Region records. The read-only Cost Tab displays the number of Work Orders, hours and costs for labor, parts, other, and contractors for the current year and the previous two years. The current year costs for both year-to-date (YTD) and month-to-date (MTD) are also included on this Tab. The amounts are taken from the Work Order records.

If you use the optional Contract Management module, the Contractors Tab is available to associate outside contractors who perform work for the Region.

Costs roll up to the Region from lower levels such as Districts, Facilities, and Buildings. If you choose to make Regions the highest level in the hierarchy, this is where you can review all costs for your organization.

The Total View Tab of the Regions window shows the locations in the entire hierarchy.

The Work Orders Tab is a read-only window used to review open or closed Work Orders that pertain to the specific record. Sections on this window labeled Open Work Orders and Closed Work Orders filter the Work Orders for you.


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