TheocBase/Test
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Check Out a Territory
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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.
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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:
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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
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Select the row of the publisher in the territory assignments list box to whom the territory has been assigned to.
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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.
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Remove an Assignment
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Select the row in the territory assignments list box that you want to remove.
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Click the
<img src="../images/territory_discard_24x24.png" alt="" width="24" height="24" />button. -
Find Territories Assigned to a Certain Publisher
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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.
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Find Unassigned Territories
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Expand the
<strong>Not assigned</strong>item. -
Territories - Addresses
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