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Territory Manager Reference Guide - Handling studies
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Open a Study from the homepage
Click on the chosen study
If the selected study is not displayed, see
Search for a study
Contents
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Introduction
Configuring Territory Manager
Create a new study
Select the type of territory assignment you require
Import data
Setup requirements
File format
Data format
File storage location
Import points or geographic entities
Linking fields
Aggregate points into geographical entities
Display an existing territory assignment
Geocoding points
Understanding the different levels of geocoding
Correcting the address of a point to improve the level of geocoding
Complete the address
Move the icon for the point or site on the map
Territory assignment
Automatic Territory assignment
With the automation wizard
Steps in the territory assignment operation with automated balancing
Balancing the entities
Balancing entities and sites
Balancing as close as possible
Balancing the sites
Close balancing and entities
Advanced options
Balancing parameters or settings
How are certain indicators calculated?
Understanding the territory assignment page interface
Main menu
Map icons
Import objects, sites or resources
Icons in the table
Select objects
Select all objects in the map
Select all objects in one or several territories
Select objects on the map
Select objects from the table
Deselect objects
Reverse territory selection
Create a site
Select a site
Moving a site
Assigning a site to several territories
Delete a site or point
Managing territories
Create a territory manually
Create an empty territory
Create a territory from a selection
Assign objects to another territory
Add a geographical entity to a territory
Withdraw objects from a territory
Assign unassigned objects to a territory
Automatically assign unassigned objects
Edit territory display
Changing territory color settings
Manage territory labels
Select a map background
Display/hide administrative boundaries
Display/hide road networks
Select a display style for the envelope
Include site in the envelope
Select an analysis display for the territories
Handling layers
Add estimated indicators
Display list of objects in a territory
Change point size
Manage administrative levels
Create an administrative level
Modify the name of an administrative level
Remove an administrative level
Create administrative level elements from indicators
Import administrative level elements
Create an administrative level element
Modifying an administrative level element
Delete an administrative level element
Assign territories to an administrative level
Manage thematic layers
Display a thematic layer
Create a new thematic layer
Modifying a thematic layer
Managing thematic style
Create a new thematic layer from an existing thematic layer
Delete a thematic layer
Display/hide a territory
Reverse the visibility of territory
Merge territories
Delete a territory
Navigating the Territory assignment page
Keyboard shortcuts
From the simulation page
From the Actions menu
Interpreting the display following a modification
Handle pane display
Add a pane
Open a pane in full screen mode
Open a pane in a new window
Hide/display a pane
Resize a pane
Switch two panes
Close a pane
Cancel a change of page layout
Reset the page layout
Handling the map display
Search for map elements
Display information when mouse cursor hovers over elements
Display infomration about sites or territories
Move a point in the map
Handling the table display
Reading the table
Add an indicator to the table
Edit the order of indicators in the table
Change the indicator display
Modifier la valeur d’un indicateur pour un objet
Edit indicator values for multiple objects
Manage indicator filling rules
Edit the type of value displayed for the indicator
Rename an indicator
Choose a format for the indicator
Choose a total aggregator
Choose the total aggregator format
Create a search filter
Setting up a search filter formula
Save the search filter
Using a saved search filter
Delete a saved search filter
Handling graph displays
Editing the graph type
Add an indicator to the graph
Delete an indicator from the graph
Hide an indicator in the graph
Manage KPI display
Add an indicator tile
Resize an indicator tile
Setting a key indicator
Delete an indicator tile
Handling studies
Understanding the basics of studies and simulation
Open a Study from the homepage
Manage study list
Open a study
Rename a study
Renaming studies
Create a classification folder
Classify a study
Rename a classification folder
Delete a classification folder
Search for a study
Delete a study
Delete studies
Open a simulation
Save a simulation
Save a copy of a simulation
Rename study
Rename simulation
Compare two simulations
Interpreting a comparison between two simulations
Change the comparison mode
Select the transparency mode
Select side-by-side mode
Exporting a comparison
Export a simulation
Share a simulation
Generate a link to share a simulation
Share a copy of a simulation
Resend a modified copy of a simulation copy
Glossary
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