Working with regions

In PolicyCenter, you can group users into units that may map to geographical regions, divisions, or departments. PolicyCenter assigns activities and other assignable objects to users and groups. (See Assignment Queues for more information.)

In the base configuration data model, Region has a property to access its Organization. You can use Organization to represent an external agency. You can write assignment rules that route policies to the appropriate processor or underwriter depending upon the region associated with the agency.

To view regions, navigate to the Administration > Users & Security > Regions screen. This screen displays the first page of regions. In the base configuration, if there are more regions than fit onto one page, you can search to filter the list of regions.

The SearchOn property controls the visibility of search fields on the Regions screen. In the base configuration, the values for the SearchOn property are:

  • ALWAYS – Always display search fields on the Regions screen.
  • NEVER – Never display search fields on the Regions screen.
  • AUTO – Display search fields if the number of regions is two or more pages. This is true if the number of regions is greater than ListViewPageSizeDefault.

The SearchOn property is defined in RegionsUIHelper.gs in the gw.admin package. In the base configuration, this property is set to AUTO.

The ListViewPageSizeDefault parameter in config.xml defines the number of rows to display in a list view.