Zones, Regions & Area Management

If you manage sites across multiple areas, zones and regions help you organize, filter, and report on them geographically.

Accessing Zones & Regions

Navigate to Operations → Zones & Regions in the sidebar.

Creating a Region

1. Click Create Region.
2. Enter:
   • Region Name (e.g., "Downtown Core", "North District", "West Campus")
   • Description (optional)
3. Assign Sites — select which sites belong to this region.
4. Save.

Hierarchical Structure

You can create a hierarchy:

• Region → the top-level geographic grouping.
• Zone → a sub-area within a region.
• Sites → individual locations within zones.

Example: ``` North District (Region) ├── Industrial Zone │ ├── Warehouse A │ └── Distribution Center └── Commercial Zone ├── Office Park └── Retail Center ```

Using Regions for Filtering

Once set up, regions appear as filter options throughout the dashboard:

• Scheduling — filter shifts by region.
• Reports — generate reports scoped to a region.
• Analytics — compare performance across regions.
• Guard assignments — see which guards cover which regions.

Managing Regions

• Edit — update the name, description, or site assignments.
• Delete — remove a region (sites are not deleted, just unlinked).
• Reassign sites — move a site from one region to another.

Tips

• Name regions clearly — use geographic names everyone understands.
• Group sites by operational similarity — sites in the same region should share scheduling and patrol patterns.
• Use regions in reports to compare district performance.
• Assign regional supervisors who oversee all sites within their region.

Related Articles

• Managing Sites
• Scheduling Shifts
• Reports & Analytics
• Managing Guards