Zones / Regions

Zones / Regions defines the geographic or managerial tiers that group branches -- such as a region, county cluster or supervisory area. Zones let the institution roll up reporting and assign regional managers above individual branches. They are essential once a SACCO grows beyond a handful of outlets.

Workflow

Open MFI > Operations > Branches > Zones / Regions
Click New and name the zone or region
Optionally assign a regional manager or supervisor
Save and then link branches to this zone from the branch form
Use zone groupings in dashboards and reports for roll-ups

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Website Messages `website_message_ids`	List	—	Website communication history
Zone Name `name`	Text	Yes	Zone Name
Zone Code `code`	Text	Yes	Zone Code
My Activity Deadline `my_activity_date_deadline`	Date	—	My Activity Deadline
Has Message `has_message`	Yes/No	—	Has Message
Ratings `rating_ids`	List	—	Ratings
Sequence `sequence`	Number	—	Sequence
Active `active`	Yes/No	—	Active
Zone Manager `manager_id`	Link → res.users	—	Zone Manager
Parent Zone `parent_id`	Link → mfi.branch.zone	—	Parent Zone
Sub-Zones `child_ids`	List	—	Sub-Zones
Country `country_id`	Link → res.country	—	Country
States/Counties `state_ids`	Tags	—	States/Counties
Description `description`	Long text	—	Description
Branches `branch_ids`	List	—	Branches
Branch Count `branch_count`	Number	—	Branch Count
Total Members `total_members`	Number	—	Total Members
Loan Portfolio `total_loan_portfolio`	Money	—	Loan Portfolio
Savings Balance `total_savings_balance`	Money	—	Savings Balance
Company `company_id`	Link → res.company	—	Company
Currency `currency_id`	Link → res.currency	—	Currency

Notes & rules

Model mfi.branch.zone -- list, form views
Key fields: zone name, manager, member branches
Related: All Branches, Branch Analysis
Used by regional managers and operations admins

Technical model: mfi.branch.zone · Record: Branch Zone / Region