8.6 Creating Territory / Assigning Tech ID
1. From the Select View & Territory Mgmt. tab, populate the Territory Name window with a descriptive name for the territory being created. For Example NW_Orlando
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Note: Territory Name must be created in EAutomate exactly as it reads in PIVOT prior to exporting territory data to EA.
2. Populate the Tech ID window with the tech you want to assign to the territory and hit Create
3. Created Territory will fall to the bottom of your current territory list until list is refreshed, then it will assume alphabetical order.
a. Order of Territories can also be sorted by clicking on the title column i.e. Territory Name, Tech ID, etc.
4. Once the Territories) are created you will have the ability to assign equipment to and from the desired territories. this is done using two primary methods, Single add and Bulk add.
5. First Select the territory you wish to edit by clicking on the name of the territory desired. The territory name will change to bold text indicating that you are now working in that territory. Information regarding the territory you have selected will appear to the right of the the Create Territory window in the window labeled Selected Territory info.
6. Now that you have selected your desired territory, click on the Select View and Territory management tab to close the pop out window.
7. The Bulk Change drawing tools are located in the top right corner of the map. There are 3 drawing methods to choose from:
A. The Poly Line
B. Octagon
C. Rectangle
8. Using the Ploy Line
Click in close proximity to the equipment to begin equipment selection
9. Left click to bend Poly Line
10. Once desired equipment is encompassed, Double Click last waypoint. Do Not close Poly line box
11. Selected equipment will change colors and be assigned to the previously select Territory/Tech ID
12. Using the Polygon:
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The Polygon works similar to the Poly Line, click in close proximity to the equipment to begin encompassing desired equipment.
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Once the last waypoint, Double Click to close Polygon
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Selected equipment will change colors and be assigned to the previously select Territory/Tech ID
13. Using the Draw Rectangle tool
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select your starting point and drag across the desired equipment.
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Selected equipment will change colors and be assigned to the previously select Territory/Tech ID
14. Using assign a single unit
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Place curser over desired selection and single click to to assign or unassign
15. To Unassign Equipment, using the exact same processes list above
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Select the preferred drawing tool
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Once desired equipment is encompassed, Double Click last waypoint. Do Not close Poly line box
16. elected equipment will change colors and be unassigned from that Territory/Tech ID
