How to Create Regions

This guide will help you create regions for your locations in the Location Manager. Regions are a useful way to organize, report on, and navigate between locations, especially for businesses with multiple sites.

Regions are fully customizable and can be set up in a way that best suits your business. For example, you might group locations by:

• Geographic area (state, city, or country)
• Area or regional manager
• Any other grouping that makes reporting and navigation easier

How to Create a Region

Step 1: Navigate to the Locations page

1. Log in to Operandio.
2. In the left-hand navigation panel, click Locations.
3. Click Create in the top-right corner.
4. Select Create Region and give your region a name.

Step 2: Assign Locations to the Region

• You can assign locations to a region when creating a new location, or by editing an existing location and selecting the relevant region.
• Once assigned, regions will display across the platform, making it easier to:
  • Pull reports for all locations within a region
  • Bulk-assign content if it is region-based

Regions help you manage multiple locations more efficiently, streamline reporting, and ensure content and tasks are easily assigned across the correct group of locations.