Skip to main content

Geography & reference data

What it does

This is the shared reference data used across the platform — the geographic hierarchy of countries and their divisions. Addresses and other records draw on these lists so locations are entered consistently.

Where to find it

Administrators manage this under Admin → Metadata (/admin/metadata), with a section for each level: a country, then each rung that country defines — State/LGA/Ward in Nigeria, Nation/Health Board in the UK, State/County in the US.

📸 Screenshot: the Metadata reference-data area (metadata).

Common tasks

Browse reference data

Open Admin → Metadata and choose a level (for example Countries or Cities) to view and search the list.

Add or edit an entry (administrators)

  1. Open the level you want (e.g. States).
  2. Select New (or open an entry), fill in the details, and link it to its parent (a state belongs to a country, a city to a state, and so on). Save.

Tips & limitations

  • These lists are shared platform-wide, so keep them tidy — most people only use them (when entering an address), while administrators maintain them.
  • Entries are organized as a hierarchy; add the parent (country/state) before its children.

When something looks wrong

What you seeWhat it usually is
A type is missing from a dropdown elsewhereIt was created at an ownership level the other user cannot see — reference types are owned by a facility, tenant or country
A division cannot be foundGeography is a tree; search from the parent rather than typing the leaf name
A Global-owned type cannot be editedShared with every tenant, so read-only from here — create your own

For the causes common to every screen — a missing menu item, an empty list, a refusal — see Why a screen will not work.