TheocBase/Test
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Territories
Territories
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Table of Contents
Table of Contents
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Getting Started
Getting Started
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Territory Map
Territory Map
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Edit Territories
Edit Territories
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Assignments
Assignments
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Streets
Streets
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Addresses
Addresses
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Working with GIS
Working with GIS
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Territories - Assignments
Territories - Assignments
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Territories
Territories
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Assignments
Assignments
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Check Out a Territory
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.
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.
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:
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.
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.
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.
Enter the date in the
<strong>
Checked Out</strong>
field when the territory has been checked out. -
Check Back in
Check Back in