Add a Region

All categories, including Regions, are used to set up a predefined list of elements that can then be applied throughout the Safefood360° modules without having to type these categories twice, or to remove the fear of an operator not knowing the correct category that should be selected. Regions can be selected in the Scope of Approval section of the Approval workflow of a Full Assessment Record in the Supply Chain Management module. The Regions refer to a specific geographical region, e.g., Asia, Europe, The Middle East, etc.

Expand or collapse content Step 1 - Navigate to 'Master Data>Categories>Add Standard Category>Region'

Image: Navigating to 'Master Data>Categories>Add Standard Category>Region'

Expand or collapse content Step 2 - Define the Region Details

Image: Blank Region Setup Page

1. Name: Enter the name of the required Region. [Mandatory]

2. Folder: Place your Region into a folder to keep your data organised. If you do not have many different Regions to add, you can add them to the grey default system folder called 'Region'. To add a new folder or sub-folder, click 'New Folder' and then name it. The changes will be automatically saved when you click outside of the box.

3. Description: Add a Description of the Region to help other system users to better understand when this Region is applicable and should be selected.

Expand or collapse content Step 3 - Save the Region

Image: Click 'Save' to Save the Region

1. Save: Click 'Save' to save your Region. You will not be able to 'Save' the Category until all mandatory fields have been completed (Name). When the Region is saved, it is placed in the general 'Categories' tab in the Categories module.

2. Cancel: Click the 'Cancel' button to cancel your progress and return to the main Categories page. Clicking 'Cancel' will cause you to lose all of your progress without the possibility of recovering any of the information previously entered. 

Image: Completed Region Setup Page Before Save

Image: Saved Region

Expand or collapse content Viewing the List of Regions in the Categories Module

Image: Filtering Regions in the Main Categories Module Page