Follow these steps to add a new geography set.

1. On the Geography tab, click New Set.

   Result: The New Geography Set screen is displayed.

2. In the Geography Set field, enter the name of the set.

   Geography set names must be unique for each customer. Sets do not need to be unique between customers unless they are to be public, in which case they must be unique.

   The name can be up to 50 alphanumeric characters in length, but may not be left blank.

3. If you require a:

   • Public geography set (that is, you want the new set to be available to all users), select the Public box

   • Customer-specific geography set, leave the box not selected

4. Note: A private set may not be edited and made public, nor may a public set be edited to become private.

5. Click Save to add the geography set to the database.

   Result: The new geography set will be available in the drop-down list

Related topic

Geography Sets and Entries

Follow these steps to add a new geography entry to a geography set.

1. On the Geography tab, select the geography set to edit from the Geography Set drop down list.

2. Click Edit Set.

   Result: The Edit Geography Set screen is displayed.

3. Select the folder you would like to add the new entry to.

   Result: Once selected, the folder name is displayed in the Location field.

4. Click Add Entry.

   Result: The Add Entry Screen appears.

5. In the Name for New Entry: field, enter the name of the new geography entry.

6. Click Save.

   Result: The geography entry will be added as a branch under the geography set name.

7. Select the new geography entry from the Edit Geography Set screen.

8. If required, enter a prefix for the entry in the Prefix field.

9. Click Accept Changes.

   Note: If the geography entry contains nested entries, a prefix is not required and the Accept Changes button remains unavailable. If the geography entry does not contain nested entries, the Accept Changes button becomes available when the Prefix field is populated.

10. 10 Click Save.

    Result: The geography set changes are added to the database.

Note: If the set is used in a compiled control plan, the compiler will attempt to recompile all control plans that use the set and will display the compiler report. The compiler report gives details of all the control plans that were affected by the change and provides a report on status of each control plan.

Related topic

Geography Sets and Entries

Follow these steps to add or edit prefixes for existing geography entries.

1. On the Geography tab, select the geography set to edit from the Geography Set drop down list.

2. Click Edit Set.

   Result: The Edit Geography Set screen is displayed.

3. Select the entry you would like to change the prefix for.

   Result: Once selected, the entry name is displayed in the Location field.

4. In the Prefix field, make the necessary changes to the prefix.

5. Click Accept Changes.

   Note: The Accept Changes only becomes available for entries that have no nested entries below them.

6. Click Save.

   Result: The geography set changes are saved to the database.

   Note: If the edited geography set is used in a compiled control plan, the compiler will attempt to recompile all control plans that use the set and will display the compiler report. The compiler report gives details of all the control plans that were affected by the change and provides a report on status of each control plan.

Related topic

Geography Sets and Entries

Follow these steps to remove a geography entry.

1. In the Edit Geography Set screen, select the geography entry to delete.

2. Click Remove Entry.

   Result: The geography entry is deleted.

3. Click Save.

   Result: The geography set changes are saved to the database.

   Note: Deleting a geography entry will cause all compiled control plans that use that geography set to be recompiled and will display the compiler report. The compiler report gives details of all the control plans that were affected by the change and provides a report on status of each control plan.

Follow these steps to remove an existing geography set from the database.

1. On the Geography tab, select the geography set to delete from the Geography Set drop down list.

2. Click Delete Set.

   Result: The Confirm Delete prompt is displayed.

3. Click OK.

   Result: The geography set is deleted.

   Tip: It is not possible to delete a geography set that is used in a control plan. To delete this geography set, the control plans that use the geography set must first be changed to use another set. Once this set is not used by any node in any control plan, then it may be deleted.