Region

User Guide: Region Module for Compliance Management Application

Welcome to the Region Module of our Compliance Management application! In a compliance product, this guide will walk you through the functionality and capabilities of the Regions in detail.

What is Region?

Regions in compliance systems are essential for ensuring tailored approaches to diverse regulatory requirements, optimizing compliance management, and mitigating regional risks.

Region typically refers to a geographic area or jurisdiction that plays a role in defining the regulatory, operational, or business context for facilities, processes, or products.

How to create a Region in Compliance:

Creating a Region in compliance is a Direct approach, the below steps followed by screenshots will guide you how to create a Region.

1. Landing into Region screen:
2. Navigate To Facility on Main Menu and will get a Drop down Having Facility(S), Facility types and Region(s) Modules.
3. Click on Region(s), It will Take you to The Region page.
4. Click on Add Region Button on the Top Left

1. Fill The Required Details to create Region
2. Region: Here we can enter the name of the Region, for example: “General”. And here Region is mandatory field, we can’t skip it to create a Region and we can enter any Text here like Alphabets, numbers Alphanumeric, special characters and everything. Make sure it should accept till 255 characters.

1. Description: Here We can Describe the complete information of a Region., Enter the text it can be any alpha numeric and make sure it should not cross 3000 characters max.
2. Save the Region:
3. After filling all the details click on save button which is present at the Right bottom to create the Region. it will give you the success message for confirmation and That region will display in Grid at the top.

1. If you click on Cancel button, it will navigate back to Regions Grid page.

Edit Region

We can edit or view the Region details by clicking on Pen icon in Action column or by clicking View details icon in 1^st column in the Region grid.

We can edit the Region name and description at any time and in N no. of times by adding changes into the fields and clicking the save button.

Name and Description will update immediately to entire application where you are having Region information.

How to Delete Region:

1. We can delete the Region by clicking on Delete icon in Actions column, you will get delete pop up which says Are you sure you want to delete the region? With Yes or No buttons.
2. If you click No, Pop up will close and if you click yes, the Record will be deleted.
3. You will get Region Deleted Successfully message once you delete it, the record will be removed from the grid.
4. Make sure if the Region is already mapped to any Facilities, then you can’t delete Region until you remove the mapping and it will display the alert message as Region already in use please remove mapping when you try to delete.

How to search the specific Region from the Grid

1. You can get the specific record from the grid by using search field and also from the Filter feature as shown below.

1. We can filter the records by using Region, description and Facility count
2. You can get the data by clicking Run button in filters drop down and also you can create your customized filter by using save button.
3. And the created filters will display in select filter field you can select them any time to get your customized data and the filters can be edit and delete any time and you can get whole data like (if you want to get out from this filter result) by clicking cross mark at the select filters filed.

1. And also you can make your filter as default filter by selecting default check box while saving the filter. so every time when you open the Region page, it will display only Default filter data.

And also you can set your existing filters also as a default filters by selecting them and click on set as default.

1. You can sort Table data by using all 3 columns (Region, Description and Facility count)., once you apply sorting with any column, the records will display in ascending order like below

.

You can get all the Region details into excel data by clicking export icon at the Top right. And also you can Hide or see the columns by clicking See/Hide columns data icon beside the export icon.

In Regions Grid, you have a column called Facility count, If the region is mapped to any facility, it will display the count of facilities mapped to this region.

And it is displaying as clickable count, when you click on it, it will display a pop up and it shows the all mapped facilities to this region with view details icon.

And you can go to that particular facility by click on view details icon., it will navigate you to facility screen and from there again you can come back to regions by clicking on Go to Regions button at top right.

Events: Events or logs are the excellent features in applications for tracking and auditing user activities and system operations. They provide a detailed record of actions performed, helping to ensure transparency, traceability, and compliance. Here's an overview:

Purpose of Events

1. Action Tracking: Record user actions such as creating, updating, or deleting records.
2. Audit Trails: Maintain a history of changes for compliance and accountability.
3. Performance Analysis: Log metrics to analyze application performance and usage.
4. Security: Detect unauthorized access or suspicious activities.

User Activities

• • Login/logout events.
  • Data creation, modification, or deletion.
  • Accessing sensitive modules or information.

Benefits of Events/Logs

1. Improved Troubleshooting: Quickly identify issues by analyzing error logs.
2. Compliance Support: Meet regulatory requirements by maintaining detailed audit trails.
3. Enhanced Security: Detect anomalies such as unauthorized access.

How to get the Events in Region module?

1. Open Regions
2. Click on events Dropdown at the Bottom Left of the screen.
3. It will show you the all captured events for the Region Module.
4. This feature will show you the Events table along with filters option, search, sort and export options.

Events Table is having the following columns

1. Action Performed
2. Performed By
3. Module
4. Action date
5. Action Info and
6. View details columns

Action Performed: It will describe what action could be performed

Performed By: It will display the user mail Id who performed the action.

Module: The part or section of the application where the action occurred

Action date: It tells about the Timestamp the exact date and time of the event.

Action Info: It tells about the Region, which Region is effected for the update.

View Details: When you click on this icon, it will display complete information of the action, like create, update and delete with detailed information like what is the before change of the Region and what is after change of the Region and which field is effected under that Region

You can get the Specific log by search the record or filter the record by using filters and search field.

Filter feature give you the all column options to get the exact record.

You can save the filter for future purpose or you can run the filter for the temporary result

You can save the filter as default filter, so that every time when you open the events, only default filter records will display here.

You can download the all logs data into excel sheet, there you see, what is the before change and what is the after change.

You have sorting feature also in events, you will get the each column data in sorted order like in ascending order when you use the sorting feature.