> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/interfacing-help-files-fr/administration-and-configuration/configuring-application-settings/general-application-settings/location.md).

# Location

Define and manage locations used by your organization.

## Overview

The **Location** category is used to configure geographic or operational locations relevant to your organization. It consists of three modules organized in a parent–child hierarchy:

* **Region**
* **Country**
* **Site**

***

## How Settings Are Applied

Locations configured in this category are reused across multiple forms and workflows.

In most cases, users select a location from a single **Site** dropdown.

{% hint style="info" %}
The dropdown displays the full location hierarchy to help distinguish between sites with similar names. 

* Options are shown as: **`[Region] – [Country] – [Site]`**
  {% endhint %}

In other contexts, **Region**, **Country**, and **Site** appear as separate, dependent fields.

* Selecting a **Region** limits the available **Countries**
* Selecting a **Country** limits the available **Sites**

***

## Configuring Regions

Use the **Region** module to create and manage regions, which represent the highest level of the location hierarchy.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

{% stepper %}
{% step %}

### Defining Regions

Click **Add** to create a new region. A new row will appear in the grid.

* **Active:** Select to make the region visible in the **Region** dropdown. Leave unselected to hide it.
* **Name:** Enter the full name of the region.

***

{% endstep %}

{% step %}

### Managing Regions

Once a region is defined, the following actions are available:

* **Edit:** Click directly in a grid cell to modify its contents.
* **Delete** (<i class="fa-trash-can">:trash-can:</i>): Click to remove a region.

{% hint style="info" %}
Confirm deletion by clicking **Save Changes** or clicking outside the grid. To cancel, click **Discard Changes** or **Undo** (<i class="fa-arrow-rotate-left">:arrow-rotate-left:</i>).
{% endhint %}

***

{% endstep %}

{% step %}

### Saving & Discarding Changes

* [**Save Changes**](#user-content-fn-1)[^1]**:** Click to apply modifications.
* **Discard Changes:** Click to revert any unsaved modifications.

***

{% endstep %}
{% endstepper %}

***

## Configuring Countries

Use the **Country** module to create and manage countries, which represent the middle level of the location hierarchy.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

{% stepper %}
{% step %}

### Defining Countries

Click **Add** to create a new country. A new row will appear in the grid.

* **Active:** Select to make the country visible in the **Country** dropdown. Leave unselected to hide it.
* **Name:** Enter the full name of the country.
* **Region:** Select the region in which the country is located.

{% hint style="info" %}
The **Region** dropdown dynamically loads active regions in the system. These options are managed in **General Settings** > **Location** > **Region**.
{% endhint %}

***

{% endstep %}

{% step %}

### Managing Countries

Once a country is defined, the following actions are available:

* **Edit:** Click directly in a grid cell to modify its contents.
* **Delete** (<i class="fa-trash-can">:trash-can:</i>): Click to remove a country.

{% hint style="info" %}
Confirm deletion by clicking **Save Changes** or clicking outside the grid. To cancel, click **Discard Changes** or **Undo** (<i class="fa-arrow-rotate-left">:arrow-rotate-left:</i>).
{% endhint %}

***

{% endstep %}

{% step %}

### Saving & Discarding Changes

* [**Save Changes**](#user-content-fn-1)[^1]**:** Click to apply modifications.
* **Discard Changes:** Click to revert any unsaved modifications.

***

{% endstep %}
{% endstepper %}

***

## Configuring Sites & Managers

Use the **Site** module to create and manage sites, which represent the lowest level of the location hierarchy.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

{% stepper %}
{% step %}

### Defining Sites

Click **Add** to create a new site.

<details>

<summary><mark style="color:$primary;"><strong>Add Site</strong></mark></summary>

The **Add Site** form allows you to define new sites and assign appropriate managers.

1. **Define Details**

Complete the relevant fields to configure the site.

* **Region:** Select the region in which the site is located.
* **Country:** Select the country in which the site is located.

{% hint style="warning" %}
The **Country** dropdown is automatically filtered to display only countries that belong to the selected region.
{% endhint %}

* **GEO Location:** Enter the geographic coordinates (latitude and longitude) of the site, if applicable.
* **Title:** Enter the name or title of the site.

{% hint style="info" %}
If needed, provide translations in the supported languages:

* **English (default)**

* **French**

* **Arabic**

* **German**
  {% endhint %}

* **Active:** Select to make the site visible in the **Site** dropdown. Leave unselected to hide it.

* **Site Manager:** Select the party responsible for the site.

{% hint style="info" %}
The **Site Manager** dropdown dynamically loads active users, roles, and groups in the system. These entities are managed in **Library** > **Organization**.
{% endhint %}

***

2. **Save Changes**

When ready to save, choose one of the following options:

* **Save and Return:** Click to save the site and return to the main form.
* **Save and New:** Click to save the site and open a new form to create another.

</details>

***

{% endstep %}

{% step %}

### Managing Sites

Once a site is defined, the following actions are available:

* [**Edit**](#user-content-fn-2)[^2] (<i class="fa-pencil">:pencil:</i>): Click to modify a site.
* **Delete** (<i class="fa-trash-can">:trash-can:</i>): Click to remove a site.

{% hint style="info" %}
Confirm deletion by clicking **Save Changes** or clicking outside the grid. To cancel, click **Discard Changes** or **Undo** (<i class="fa-arrow-rotate-left">:arrow-rotate-left:</i>).
{% endhint %}

***

{% endstep %}
{% endstepper %}

***

## See Also

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to Export Grid Data</strong></td><td>Export grid contents to an Excel file.</td><td><a href="https://content.gitbook.com/content/AgpNu7XmgN3Z9B8kIShD/blobs/DgIV8TTUnx89pGvjClF5/IMS-V16-NAV-Library-Icons-106.png">IMS-V16-NAV-Library-Icons-106.png</a></td><td><a href="https://interfacing.gitbook.io/interfacing-help-files/end-users/exploring-apps/working-with-forms/working-with-grids#exporting-data-to-excel">https://interfacing.gitbook.io/interfacing-help-files/end-users/exploring-apps/working-with-forms/working-with-grids#exporting-data-to-excel</a></td></tr></tbody></table>

[^1]: You can also **click outside the grid** to save your changes instantly.

[^2]: You can also **double-click** the row to edit quickly.


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