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Managing Districts

Districts are typically the locations where your inventory and personnel are housed or based out of.

Districts that have been setup in the system can be viewed and managed under Managment -> Districts in the top right navigation panel.

Districts

This list is sorted in alphabetical order by name.

Creating/Editing Districts

To add a district, click Create New in the top right side of the page.

To edit a district, click on the district name.

Editing Districts

Each district consists of a Name, Accounting Code, Number and Manager.

The personnel that are listed as available district managers is based off roles and is a configurable item help .

Archiving Districts

If a district is no longer needed in the system, it can be archived help .

To Archive or UnArchive and item, search and select the item and then click Archive or UnArchive in the upper right section of the page.

The District Accounting Code

An Accounting Code can be recorded for each district in the system and can be useful for differernt scenarios. For example, if your system is setup to auto generate job numbers then a district’s Accounting Code can be used if you want the job number to include information about the district such as an identifying abbreviation. This field could also be used for tracking and referencing this district’s identifying information in another system such as an accounting system, etc.

Once the Accounting Code has been set for district, it cannot be modified.

Permission

You must have the Districts Modify role to be able to modify districts.

District Audits

To view the Audit History help for all districts, click on the Audit History link in the top right section of the Districts List page.

What is Audited for Districts

  • When a district has been modified.
  • If a district has been modified, the specific information that was modified, including the previous and current values.

District Audits