Setting Up Districts

You add, modify, and delete districts on the District page.

Adding a District

  1. Select the Setup and Maintenance tile on the Agency Springboard to access Functional Setup Manager.

  2. From the Setup drop-down list, select your offering.

  3. From the Functional Areas list in the left panel, select Agency Profile.

  4. The right panel shows the required tasks for the selected functional area. Select All Tasks from the Show drop-down list and then select Manage Districts from the tasks list.

  5. On the District page, click + Add.

  6. On the New district drawer, enter values for the following fields:

    Page Element

    Description

    District

    Enter a unique identifier for the district.

    Description

    Enter a description of the district.

    District Type

    Select a district type from the agency-defined values.

    See Setting Up District Types.

  7. Click Save.

Modifying a District

  1. Navigate to the District page and select the district that you want to modify.

  2. On the District details drawer, you can:

    • Edit the district description.

    • Edit the district type.

      Note: You cannot edit the District field.
    • Delete the district. You will be prompted to confirm the permanent deletion.

  3. Click Save.