Siebel Training Guide > Setting up Training Regions and Locations >

Defining Regions and Region Hierarchies

You can define logical regions for training, and each region can be associated with multiple locations. Locations can likewise be associated with multiple regions for reporting purposes. In addition, a region can be associated with another region to create a parent-child relationship.

This task is a step in Process of Defining Training Regions and Locations.

Defining a Region

Perform the following steps to set up a region for training locations.

To define a region

1. From the application-level menu, choose Navigate > Site Map > Administration - Location > Regions.
2. In the Regions list, create a new record.
3. In the region record, set the value in the Type field to Training Region and set the value in the Status field to Active.
4. Complete the remaining fields and save the record.

Creating a Hierarchy of Regions

The administrator can create a hierarchy of regions. For example, the administrator might set up a parent region called Eastern United States and then associate child regions called MidAtlantic, Southeast with the parent region.

To create subregions for a region

1. From the application-level menu, choose Navigate > Site Map > Administration - Location > Regions.
2. In the Regions list, create a new record and complete the fields or if you had created it previously, query for the region.
3. Click the Sub Regions view tab and create a record.
4. In the subregion record, set the value in the Type field to Training Regions, and set the value in the Status field to Active.
5. Complete the remaining fields and save the record.

To delete a subregion

1. From the application-level menu, choose Navigate > Site Map > Administration - Location > Regions.
2. In the Regions list, query for the subregion and delete it.