Managing Zones and Regions

Zones and Regions let you group sites into geographic areas for easier management, reporting, and scheduling across multiple locations.

Accessing Zones & Regions

1. Navigate to Operations > Zones & Regions in the sidebar.
2. View all defined regions and their assigned sites.

Creating a Region

1. Click Create Region.
2. Fill in:
   • Region Name — (e.g., "Downtown District", "Northern Suburbs", "Industrial Park").
   • Description — Purpose or geographic scope of the region.
3. Click Save.

Assigning Sites to Regions

1. Open a region.
2. Click Add Sites.
3. Select sites from the list.
4. Click Save.

A site can belong to one region at a time.

Benefits of Using Regions

Reporting

• Generate reports by region to compare performance across areas.
• Site comparison reports can filter by region.

Scheduling

• Schedule guards across a region rather than individual sites.
• Balance staffing levels across sites in the same region.

Management

• Assign regional supervisors responsible for a group of sites.
• Track regional KPIs on the analytics dashboard.

Tips & Best Practices

• Align regions with your organizational structure — If you have regional managers, create matching regions.
• Don't make regions too large — 5-15 sites per region is manageable.
• Use regions for client grouping — If a client has multiple sites, group them in a region for unified reporting.

Related Articles

• Creating a New Site
• Using the Analytics Dashboard
• Building Custom Reports with Report Builder
• Creating a New Shift