Add a Work Zone

Work Zone is unique to each company and reflects how geographic regions are divided for more effective and efficient routing.

Before you start

Ensure that you've added the required travel areas.

Here's what to do

  1. Click Configuration.
  2. In the General section, click Work Zones.
    The Work Zones page appears.
  3. Click Add new.
    The Add Work Zone page appears.
  4. Fill up these fields:
    Field Description
    Work Zone Name A meaningful name to describe the group of Work Zone key values that make up the Work Zone.
    Work Zone Label A unique identifier for the Work Zone.
    Status Status of the Work Zone—active or inactive.
    Organization [Optional]
    Select the organization to which the Work Zone belongs. For example, if you operate in different countries, select the organization that's specific to the country in which the Work Zone is located.
    Note: Work Zones must maintain unique keys, regardless of the Organization they belong to. This means that even if two Work Zones are related to different Organizations, they can't share the same key.
    Delimiter Choose whether commas separate locations in the Work Zone Keys list or each location appears on a new line.
    Travel Area A higher level bundling of zones used by the application’s statistics engine.
    Work Zone Keys Values within and formatted as defined by the overall Work Zone field key, that will positively associate an incoming activity with a particular Work Zone.
    Work Zone Shapes

    Work Zone shapes are used as visual representations of Work Zones on the map and, as a tool for yet more subtle definition of Work Zones. For example, if the company chooses to define its Work Zones by city names or postal codes the Work Zones may be rather large. At the same time, several shapes can be attached to the Work Zone dividing it into geographically smaller areas. This way, one team can work in one shape and another team – in another shape while still working in the same Work Zone.

    If used, enter the shape identifier. The property serving as the shape identifier is defined during the shape configuration via the Metadata API. For example, if ZIP code is used as shape identifier, enter one or more ZIP codes associated with Work Zone shapes.
  5. Click Add.
    The Work Zone is saved.
    Note: The Work Zone identifiers must be unique. If you've used the identifier for another Work Zone, the error message: Key {identifier} conflicts with key {identifier} of Work Zone {work_zone_name} is displayed.