Add, Edit, Delete, oe Apply Geographic Regions

Geographic Regions are used to organize nodes and rooms by physical location and are useful when using the Room Booking Wizard to locate rooms for your meetings. Geographic Regions can be specified at the node level as well as room level. When applied at the node level, hierarchical rules are applied, meaning that all child nodes and rooms will inherit the regional information from the parent node(s) and the inherited information will not be editable.

When a room is moved to a node with regional information, any room level regional information will be overwritten by the node level information. If a room is moved from a node to another node, the room’s regional information will be replaced with the new node’s regional information. If a room is moved to the Unassociated Objects node on the Rooms tab, all regional information will remain and can be edited.

Crestron Fusion® software comes with four default geographic regions: Country, State, City, and Street, but by using the Edit function, the Name field can be changed to whatever you might want to base your room and resource searches on. For example, they could be Room, Control Processor, Symbol, and Join, or State, County, Town, and Street. Geographic Regions are hierarchical in design with each successive region related to its predecessor which is identified by its Parent ID.

Although you can enter geographic information at the room level, it is recommended that it be handled at the node level. By managing at the node level, multiple rooms can be assigned to a region by association with a node. By managing at the room level, each room must be managed individually which can become a cumbersome and time consuming task.

When a room is moved from one node to another node, it will lose any regional information inherited from the original node and inherit the information associated with the new node. If a room is moved to the unassociated node, the regional information it had will remain; however, all fields will be editable. Although regional information should be hierarchical, you can set up the information in whatever manner will suit your organization’s needs.

To access geographic regions:

1. Select the Objects tab at the bottom of the tree view pane.



2. Select the Geographic Regions folder.

You can:

Add a Geographic Region

1. Once the Geographic Regions folder is selected as described above, select Add in the toolbar.
2. When the Add Geographic Region dialog box opens, Enter an ID and Name for the new region, noting the Parent ID listed in the dialog box.
3. If you are satisfied, select Save & Close to complete the process.

Edit a Geographic Region

1. Access geographic regions as described above.
2. Select a geographic region by selecting its checkbox and then selecting Edit in the toolbar. You can also edit an object by selecting it from the list.
3. When the Edit Geographic Regions dialog box opens, modify the Name field as desired. If the object you are editing has a Parent ID, it will be displayed on the dialog box.
4. Select Save & Close.

Delete a Geographic Region

1. Select one or more geographic regions in the list by clicking in the appropriate check boxes, and then select Delete in the toolbar. This opens a Delete Geographic Region message box.
2. Confirm the deletion by selecting Delete.
3. Select Close when finished.

Apply Geographic Region Information to a Node

To add or edit geographic region data at the node level:

1. Select the Rooms tab at the bottom of the tree view pane.



2. Select a node by selecting its checkbox and then select Edit in the toolbar. You can also edit an object by selecting it from the list.
3. Enter appropriate regional information.

NOTE: If the node you are editing is under a node that contains geographic region information, fields containing this inherited information will not be editable.

4. Select Save & Close.

Apply Geographic Region Information to a Room

To add or edit geographic region data at the room level:

1. Select the Rooms tab at the bottom of the tree view pane.



2. Select a room by selecting its check box and then select Edit in the toolbar. You can also edit an object by selecting it from the list.
3. Select the Address tab.
4. Enter the appropriate regional information.

NOTE: If the room you are editing is under a node that contains geographic region information, fields containing this inherited information will not be editable. Rooms can also be edited from the Rooms folder on the Objects tab.

5. Select Save & Close.

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