Adding a Block

Adding Blocks unlike States/Provinces and Districts are optional but they provide a more structured and granular view to run field operations.

Prerequisites

Only users with permissions to create Locations can add a block.

Steps to Add a New Block

Step 1: Log in to the portal.

Step 2: Navigate to the Locations module from the main navigation menu.

Step 3: Click on the Add New Block button in the top-right corner.

Step 4: Fill out the following fields in the sequence outlined below:

• State/Province: Select the user’s region from the prepopulated list of States in the organisation.

• District: Choose the district relevant to the selected State from the prepopulated list.

• Block: Enter the block name.

• Status: Check the box to activate the location across the organization.

Step 5: Review all entries for accuracy.

Step 6: Click the Save (💾) button at the right of the form once all details are filled in.

Step 7: A success message will appear, confirming that the new location has been added successfully.