TheocBase/Test

Assignments

Check Out a Territory

Select the territory, that you want to assign to a publisher by clicking on it either in the map or in the territory list box.

Click the <img src="../images/territory_check_out_24x24.png" alt="" width="24" height="24" /> button on the <strong>Assignments</strong> tab to add a new row in the assignments table.

Note:

If the territory is already assigned to someone, the current day is set as <strong>Checked back in</strong> date, and the territory is assigned to the same publisher again with the following day as <strong>Checked out</strong> date.

Click on the <strong>Publisher</strong> field in the new row to open the drop-down list of publishers and select the publisher to whom the territory should be assigned to.

Enter the date in the <strong>Checked Out</strong> field when the territory has been checked out.

Check Back in

Select the row of the publisher in the territory assignments list box to whom the territory has been assigned to.

Enter the date in the <strong>Checked Back In</strong> field when the territory has been turned in.

When dates for the assignments are entered, a validation takes place to check for instance if date ranges of different assignments overlap. Invalid date ranges are marked with a red box. If the input cannot be recognized as a valid date, the text color is red and cannot be saved.

Remove an Assignment

Select the row in the territory assignments list box that you want to remove.

Click the <img src="../images/territory_discard_24x24.png" alt="" width="24" height="24" /> button.

Find Territories Assigned to a Certain Publisher

Select <strong>Publisher</strong> in the <strong>Group by</strong> box.

The territory list box displays now the list of publishers who are assigned to a territory. Search for the name of the publisher and expand the corresponding node.

Find Unassigned Territories

Expand the <strong>Not assigned</strong> item.