Region

Contents

It is often useful to track inquiries by region.

A region can be defined in many different ways, depending on the school. For a day school, the most useful might be to define a region by the surrounding cities or counties. For a boarding school this might include the local area, the state, nearby states, major areas such as the Mid-Atlantic, or the South, and then countries. An international school may need to break the regions into countries or more specific areas.

The region is managed in two areas, a Region table and a Region calculation in Inquiries. The Region calculation is the most important, and it may or may not refer to the region table. The region calculation for a day school may be as simple as Region = P1_city or Region = P1_zip.

The standard calculation in PORTAL is more flexible, and it refers to the Region table. It looks first for a country, then state, then city then zip. The region table has a column for each of those as well as a column for the region assigned to that value of country, state, city or zip.

So a school could edit the Region table to match the exact needs for that region. For example, considering countries, one option is to lump China, Japan, Korea, Thailand and Singapore into “Asia” or one could define China and Japan as their own region, with only Korea, Thailand and Singapore as Asia. A similar scheme can be created for states or cities – having regions like “Downtown”, “North Shore”, “Midwest”, “Mid-Atlantic”, etc.

Create Regions

To create regions, click the Portal Preferences gear

Select Files> Data Viewer

Scroll down to DATA: REGIONS

A Table will appear. This example uses this table, Complete the table with the regions you wish to use.

Some schools may wish to simply use a calculation.

The field can be set to be either a calculation based on address criteria defined by the school or a text field that is completed by the user upon customization. In either case, there are reports that break the data by region. The fewer regions, generally the more useful the data; however, this is something that each office will have to determine.

‹ File Names and Descriptions Ethnicity, SOC and International Tracking ›

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