Creating Territories

A territory is a geographical location within which an individual technician or a team of technicians may work. You may assign more than one technician to a territory, but only one territory to a technician. Territories are also assigned to equipment. You can assign only one territory to an equipment record.

When using the Dispatch Console, e-automate displays territories to assist you in locating technicians that may be close to your service calls. Territories are also used by e-automate for assigning calls to technicians or in locating a call for an open technician.

Getting to the TransactionGetting to the Transaction

From the Tools menu, select Lists and Codes to open the Lists and Codes window.

In the Select a list or code type field, use the drop-down menu to select Territories.

Click [New] to open the New Territory window.

Basic InformationBasic Information

In the Territory name field, enter the code by which you will designate this territory.

In the Description field, enter a brief description of the territory.

Completing the TransactionCompleting the Transaction

Click [OK] to save the territory.