Create regions

Overview

Regions represent geographical areas of work and are used by Skedulo during the resource allocation process. Jobs, locations, and resources all make use of region records.

An important feature when creating regions is the Timezone field. Jobs created for the region have the region’s timezone applied; this ensures that when a resource views the job details on the mobile app, they will see job start times in their local time zone, and not the time zone in which the job was created.

Create regions using Skedulo onboarding

The default region can be set up during the onboarding process. The first region entered (in Setup Regions in the wizard) is taken to be the default (this will be the first entry in the Salesforce table). However, a filter can be created at any time using any region, once saved (updated) it becomes the default (the filter settings are remembered).

Quick Start 1: The Onboarding Wizard (Step 2), and the Filter bar.

Create a region using the Skedulo data table

  1. Open the data table list for regions via the navigation menus.
  2. Click Create new (top-right).
  3. Fill in the region details.
  4. Click Create.

Manage regions.

Creating regions using Salesforce

Salesforce Classic

  1. Log in to Salesforce.
  2. Click Regions > New.
  3. Enter Region Name and Timezone details (mandatory fields). Timezones must include a country to be valid, for example, Australia/Brisbane.
  4. Click Save.

The following fields are optional:

  • Description – used to enter a short description of the region.
  • Location (latitude) and location (longitude) – used to set the exact geolocation for the region.
  • Radius – used to set an exact radius is meters for the region, based on location data entered.
  • Country code – used to return job address matches in the Skedulo web app for the specified country only. When a job address is entered using the Skedulo web app, the address matches will be limited to the country code associated with the region.

Salesforce Lightning

  1. Log in to Salesforce.
  2. Click App Launcher > Regions > New.
  3. Enter Region Name and Timezone details (mandatory fields). Timezones must include a country to be valid, for example, Australia/Brisbane.
  4. Click Save.