TheocBase/Test
-
Territory Map
-
Edit Territories
-
Assignments
-
Streets
-
Addresses
-
Working with GIS
-
Territories - Assignments
-
Territories
-
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.
No more segments to load.
Loading more segments…
© 2009-2024 WebTranslateIt Software S.L. All rights reserved.
Terms of Service
·
Privacy Policy
·
Security Policy