Configure Zones, Zone Groups, and Areas

In the Location Manager, you can create zones, and within each zone, areas, that can then be selected when an incident, job, or log is created. For more about Location Mapping and how it is used, see Location Mapping Overview.

Zones and Areas are managed in the Location Manager, located in Settings. Click on your profile and select Settings. In the Settings menu, select Location Manager and then:

• Click Zones to go to the Zones page.
• Click Areas to go to the Areas page.
• Click Location to open a comprehensive Location Manager. Here you can add, edit, and delete zones and areas, as well as quickly click through the list to view each one on a map.

Rather than selecting multiple zones when filtering incidents, jobs, or generating reports, you can assign zones to Zone Groups. Selecting a zone on an incident, job, or log will automatically assign the zone's associated zone group, which is then available for filtering.

In this article:

• Manage Zone Groups
  • Add a Zone Group and add Zones
  • Edit a Zone Group
  • Delete a Zone Group
• Manage Zones and Areas
  • Add a Zone or Area
  • Edit a Zone or Area
  • Delete a Zone or Area

Manage Zone Groups

Add a Zone Group and add Zones

1. In the Location Manager, click Zone Groups. The Zone Groups page opens.
2. Click Add Zone Group. The Add Zone Group drawer opens.
3. Add a title for the group.
4. Click Confirm.

Zones can be added to a zone group by editing the zone, or on the zone group itself. To add zones on the zone group:

1. In the Zone Group list, click the group to expand its details.
2. Click Manage Zones. The Add Zones to Group drawer opens.
3. Select all zones to add.
4. Click Save.

Edit a Zone Group

1. In the Zone Group list, click the group to expand its details.
2. Click Edit Zone Group. The Edit Zone Group drawer opens.
3. Update the title.
4. Click Confirm.

Delete a Zone Group

1. In the Zone Group list, click the group to expand its details.
2. Click Edit Zone Group. The Edit Zone Group drawer opens.
3. Click Delete. A confirmation pop-up displays.
4. Click Confirm. The zone group is deleted and removed from any zones that were assigned to it.

Manage Zones and Areas

Add a Zone or Area

1. On the Zones or Areas page or in the Zones or Areas section of the Location Manager, click Add (when adding an area in the Location Manager, select the zone first to display the area section). The Add Zone or Add Area drawer opens.
2. Name the zone or area.
3. If you are adding an area from the Area page, select the zone the area is located in.
4. On the map:
   • Click the hand icon to drag the map to a location, and use CTRL+scroll to zoom in and out.
   • Draw the zone using the drawing manager (Icon to the right of the hand icon, a pencil on the Zone page and a polygon in the Location Manager):
     1. Click the first point, then click again to outline the shape.
     2. Close the shape by clicking the first point again.
     3. If you need to redraw the zone or area, click the red X to remove your work.
5. If the zone or area is in a multi-level venue, select the level that it is on. You must draw the zone/area before selecting the level.
6. If you are adding a zone, select the Zone Group the zone belongs to.
7. Click Confirm.

Edit a Zone or Area

1. Open the Edit Zone or Area modal:
   • On the Zones or Areas page, click a zone/area.
   • In the Location Manager:
     • Hover over a zone and click the pencil.
     • Select a zone to display its areas. Hover over an area and click the pencil.
2. Update the title or level. You cannot edit an area's zone.
3. Update the zone/area:
   1. Click and drag a point to move it.
   2. Click the red X at the top middle of the map to remove it completely and redraw.
4. Click Confirm.

Delete a Zone or Area

1. On the Zone page, Area page, or in the Location Manage, select the box on the right of the zone or area.
2. Click Delete. A confirmation pop-up displays.
3. To confirm the deletion:
   1. In the Location Manager, click Confirm.
   2. On the Zone or Area page, type the confirmation code displaying in the pop-up in the blanks. Click Confirm.