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8.1 Mapping Views - Populate By Segment

 
1. Once Logged into PIVOT, go to Create Service Territories / Access Mapping Tool
 
 
2. Select the Views & Territory Mgmt. Tab
 
 
 
3. From the View window click on the dropdown arrow
 
 
 
4. Select type of view from drop down window – Example below “Populate By Segment”
 
 
 
5. Select the Territory Data Overview tab
 
 
6. Click on the Unselect All Segments icon
 
 
7. Select Equipment Segment (s) you wish to view
 
8. Once the Category, you wish to view is selected, detail information making up that Segment will populate in the window labeled Segment Category
 
 
9. From this point you can view equipment segments and/or create a segment specific Territory by selecting the desired technician and using the drawing tool located in the upper right hand corner of the map to assign equipment
 
 
 
 
10. Once complete with this task, click on the Select the Views & Territory Mgmt. Tab and return to Populate By Device or select another view