Regional Directors
Last updated August 28, 2025
Managing Your Region
Our platform includes several features designed for regional-level users, helping you focus on what matters most:
Step 1. Review your Dashboard
For starters, take a look at your Dashboard. Treat this as your central hub for any quick stats you want to look at, such as who's completing their audits or what items need your attention.
Step 2. Check your Leaderboard Report
From there, we recommend heading over to your Leaderboard Report. This will give you a nice visual of which communities in your region are completing their audits and how well they are performing.
The Audit Compliance Report is another great resource for tracking which audits have been getting done and which aren't across your region.
Step 3. Review your Summary Report
To view what your teams are finding within their audits, go to your Summary Report . This will break down their findings and allow you to uncover possible trends and areas to focus on in your region, while also calling out areas that are running on all cylinders.
Step 4. Go over your Action Items
These are what your Executive Directors and their onsite teams produce and assign when they find something that is worth being followed up on and corrected.
Action Items are the most direct and efficient way in our program for you and your teams to communicate with each other regarding problem areas, take advantage!
By centralizing coordination, communication, and emphasizing consistent action plans, you can create a more efficient approach to managing your region and beyond.
MyCustomerVoice
If your region is utilizing our resident feedback portal, be sure to review the feedback under the MyCustomerVoice tab.
Using this guide as a resource, consider organizing regular meetings to discuss audit results, share best practices, and reinforce expectations, or even conduct training sessions to address recurring issues or emerging trends that are being identified. These will ensure your region is operating at its peak of quality for your residents.
Be sure to browse the rest of our Knowledge Base to gain more insight into our platform!