Region - Overview

Introduction

This guide provides detailed instructions on using the Regions feature in PerfectGym Manager. The Regions feature allows you to organise multiple clubs into manageable regional groups, simplifying reporting as selected reports will group regions together.

Before you start 

System permissions for this area is located in PGM > Clubs > System Permissions.

Search for the following permissions, you may wish to control what users can do within this area based on the employee permission.

• System administration
  • Regions
    • View
    • Edit
    • Add
    • Delete

Feature description

To access Regions, navigate to the Settings menu and select the Regions option - PGM > Settings > Regions

This will display the following screen with the different regions set up on the system.

Settings

The following settings are available when adding or editing a region.

• Name

  • Description: A mandatory text field used to identify the region within the system.

  • Usage: Enter a concise name for the area, such as "North", "South", or "Downtown".

  • Note: The name must be unique when combined with the Region Type. Maximum length is 20 characters.

• Description

  • Description: A mandatory text field for providing additional context about the region.

  • Usage: Enter a short summary, such as "Primary sales territory".

  • Note: Maximum length is 20 characters.

• Employee

  • Description: A dropdown menu to assign a specific employee to manage or represent the region.

  • Usage: Select the relevant staff member from the list.

  • Note: Only active, basic employees are listed. This field is required.

• Type

  • Description: A dropdown menu defining the category or classification of the region.

  • Usage : The type of region. There are 4 types of regions available, each belong to a different part of the system.

    • Undefined : Unknown region, do not use unless this is part of a custom report with specific instructions to use.

    • Area Sales Manager : In PGM->Clubs->List of Clubs, this populates the drop down menu in Area Sales Manager.

    • Corporate Region : In PGM->Clubs->List of Clubs, this populates the drop down menu in Corporate Region.

    • Retail Region : In PGM->Clubs->List of Clubs, this populates the drop down menu in Region.

  • Note: This field is required. It cannot be changed if the form is in a read-only state.

Step-by-Step Instructions

How to Add a New Region

1. Navigate to the Regions page in the Settings area.

2. Click the Add new button located in the top right corner of the view.

3. In the "Adding region" modal, enter the Name of the region.

4. Enter a Description for the region.

5. Select an Employee from the dropdown list to assign them to this region.

6. Select the Type of region from the dropdown list.

7. Click the Save button to confirm your changes.

How to Edit an Existing Region

1. Locate the region you wish to modify in the grid list.

2. Click the dropdown arrow icon (drops) in the right-most column of the region's row.

3. Select Edit from the menu.

4. Update the necessary fields in the modal.

5. Click Save to apply the changes.

How to Delete a Region

1. Locate the region you wish to remove in the grid list.

2. Click the dropdown arrow icon (drops) in the right-most column of the region's row.

3. Select Delete from the menu.

4. A confirmation dialog will appear asking: "Do you want to delete this region?".

5. Confirm the action. A success notification stating "Successfully deleted" will appear upon completion.

Assigning Clubs to the Region

Go to PGM > Clubs > List of Clubs and edit the club.

Use the drop down to select the region for the club.

Tips & Important Notes

• Uniqueness Validation: The system prevents duplicate regions. You cannot create a region with the same Name and Type as an existing one. If you attempt this, the error "There is already region with given name and type" will appear.

• Retail regions are the most common regions used.

• Required Fields: All fields (Name, Description, Employee, and Region Type) are mandatory. The system will not save the region if any field is left blank.

• Filtering: The region list allows you to filter by Name, Description, Employee, and Type to quickly find specific records.

• Sorting: While you can filter the list, sorting columns is disabled for this view.

   

Use Case Examples

Example 1: Creating a Sales Territory

• Goal: Establish a new region for the Northern sales team.

• Steps/Settings: Click Add new. Enter "North" in Name and "Northern Sales Team" in Description. Select the Sales Manager from the Employee list and choose "Sales" as the Type. Click Save.

Example 2: Reassigning a Region Manager

• Goal: Update the manager for the Downtown region because the previous manager left.

• Steps/Settings: Find the "Downtown" region row. Click the dropdown menu and select Edit. Change the Employee field to the new manager's name. Click Save.

Example 3: Correcting a Description Typo

• Goal: Fix a spelling error in the description of an operational region.

• Steps/Settings: Locate the region. Select Edit. Edit the Description field to correct the text (max 20 characters). Click Save.

Example 4: Removing an Obsolete Region

• Goal: Delete a temporary region that is no longer in use.

• Steps/Settings: Find the region in the grid. Click the row dropdown and select Delete. When the prompt "Do you want to delete this region?" appears, confirm the deletion.

Example 5: Handling Duplicate Names

• Goal: Attempting to create a region that already exists.

• Steps/Settings: You try to add a region named "West" with the Type "Operational", but one already exists. Upon clicking Save, the system displays the error: "There is already region with given name and type." You must change the Name or Type to proceed.