1. Regionalization and Administrator Assignments

2. Regionalization
Regionalization is used to assign people and institutions to various regions/districts/EPS market codes.
Recruiters can be assigned to a region.
Administrators can be assigned to a person or institution based on district/region/EPS market code.
Even high schools can be assigned to a region.
Multiple geographic regions can be assigned to an individual or to an institution. Multiple administrative roles such as recruiter, reader, etc. can be assigned to the same person or to an institution.
Address inserted/updated on SPAIDEN.
Collector table populated. Trigger creates record in collector table using address types on GTVSDAX.
Batch process maintains Geo Reg/Div code. GORPGEP wakes up, reads collector table, updates (create, delete) Geo Reg/Div codes for address revisions.
Geo Reg/Div code is store in table.
If batch process is not running, GOAPGEO can be used to manually enter Geo Reg/Div codes.
@ Emma Woodhouse has regionalization data.
Booker T. Washington HS has regionalization data.

3. GTVSDAX setup Internal Code Group External Code
REGION REGION ADDRESS PR*
*A different address type can be used

4. Creating Regions Regions are created on STVGEOR
Divisions are created on STVGEOD
Rules for Geographic Regions and the Geographic Region/Division codes are established on SOAGEOR
Regions are a geographic area.
Divisions are the office controlling the region code. Recruiting, Alumni, etc.

5. Regions can be based on city, state, county, nation & zip code
Zip codes can include a range of values. All other codes must have the same value in column A and column B
Regions can be based on city, state, county, nation & zip code

6. Person Geographic Region/Divisions Report (GORPGEO)
Records are created in a collector file (GORCGEO) when addresses are entered for recruits and applicants
To move the records from the collector file to the Geographic Regions by ID Form (GOAPGEO), GORPGEO must be run

7. Region assignments are displayed on the Geographic Region/Divisions by ID Form (GOAPGEO)

8. High Schools can also be assigned to regions manually or in batch by running the SBGI Geographic Region/Divisions Report (GORSGEO)
The region information can be viewed or edited on GOASGEO

9. Additional Uses
The geographic region of individuals and institutions can be used when creating the rules for material creation.

10. Administrator Assignments
Administrators can be assigned to High Schools and Person records based on a variety of data elements
Administrators must be assigned a role of SOAAROL
After administrators have roles, rules can be attached to determine which records should be assigned to them

11. Steps in creating Administrative Assignments
Administrative Role Code Validation Form (STVRADM)
Administrator Role Form (SOAAROL)
Administrator Role Rules Form (SOAADAS)
Administrator Assignments Process (SORAINF)
Administrator’s Assignments Form (SOAAINF)

12. Administrative Role Code Validation Form (STVRADM)
Define the administrator’s role

13. Administrator Role Form (SOAAROL)
Assign a role to the administrator

14. Administrator Role Rules Form (SOAADAS)
Use data elements to attach assignment rules to the administrator

15. Administrator Assignments Process (SORAINF) Administrator’s Assignments Form (SOAAINF)
Once the administrators have been assigned by running SORAINF, the assignments can be viewed on SOAAINF

16. Regionalization Summary
Regions can be created by city, state county, nation and zip code and can be assigned to recruits, applicants and high schools
Administrators can be assigned to persons and high schools using a variety of data elements
Regions can be used in materials creation for communication plans

17. Questions?