Define Region

Explanation

This activity is used to define a region. A region defines a (usually geographic) region to limit which resources are able to carry out work in a region.
Work orders are linked to one or more regions via their location, in location regions. Scheduling resources are linked to regions via resource regions.
If a work order is linked to a region then a resource must also be linked to either this region or a parent region (or have an out of region multiplier which is greater than 0) in order for the resource to be allocated to this work order.

If a work order is not in a region there are no region restrictions for this work order. If the work order is linked to multiple regions then the resource must also be linked to all specified regions, either
directly or via a parent region in order to be allocated to this work order.

Prerequisites

N/A

System Effects

As a result of this activity, regions are defined. These regions are connected to the locations and resources that will be used by the scheduling engine.

Window

Location Basic Data

Related Window Descriptions

Location Basic Data
Location Basic Data/Region
Location
Location/Location Region
Scheduling Basic Data/Resource Region
 

Procedure

1. Open the Location Basic Data window.
2. Click the Region tab and create a new record (F5).
3. In the Region ID field, enter the ID of the region.
4. In the Description field, enter a description of the region.
5. In the Parent Region ID field enter the ID of the parent region. Use the List of Values to select a valid value.
6. Save the information (F12).