Creating and Managing Areas in Settings

What is an Area?

An area is a collection of groups of jobs and their employees for which schedules, time-off plans, and timecards will be managed.

There are two ways to create an Area:

1. From the Settings Screen: Click your profile photo. In the drop-down menu, select “Settings”. Select the Organization>Area option from the sidebar.

2. From the FLOW Sidebar: In the left Sidebar, click Add Area . For more details, please view the Area article in the Plan category of the Help Desk. Creating and managing Areas

To create or manage an Area 

1. Click your profile photo

2. In the drop-down menu, select “Settings”. FLOW loads the Settings Page.

3. In the left sidebar, select the arrow next to Organization to show/hide Organization Components. In the Sidebar, select Area
   The Main Pane will now show a list of Areas for the organization

4. If you wish to add an Area click on Add Area button in the Main
   Pane Toolbar, A blank Area Details Pane will be displayed in the Right-hand pane. Go to Step 4

5. To edit an Area, click the pencil (edit) icon in the bottom left corner of any of the Area cards.
   The Right Pane will now display the Area details

6. Complete the area fields described below.

7. Click Save or press Enter 

Area Fields

Area Name

Type in the name you wish to call the Area

Code

Type is a code associated with the Area

Tags 

You can add tags to associate with the Area

Test Area 

A test area can be set up to facilitate testing of the rules and other configuration elements in FLOW.

To Save an Area

Click Save or press Enter 
FLOW  closes the dialog and a message will appear in the bottom right corner, confirming that the Area was created successfully.

The Area will appear in the Area window in Settings and in the Plan Navigation Sidebar on the Left.

To Undo your Area changes

Click Undo or press Esc

1. If you are creating a new area, the right pane fields are cleared,

2. if you are editing an existing area,

   1. the fields revert to the last previously saved values

   2. the Save button is dimmed

Area Actions

To take action on an Area:

1. Click the three-dot (…) icon in the right pane and select from the job action menu

From here, you can:

1. Add a User Defined Field (UDF)
   See Creating and Managing a User Defined Field (UDF)

2. Delete Area, if no Groups are associated with it

3. Archive, if no Groups are associated with it

4. Unarchive if the Area has been Archived