This article applies to recovery agenciesOrganize your field by setting up zones for your field agents. As a best practice, we suggest you create a zone that an agent can run in one day within your coverage area.
Set up your coverage area before setting up your zones.
Creating Zones
Zones can be set up in three different ways:
1. State/County
2. Circle Area
3. Drawn Area
To set up, click Zones under Your Areas.
Click Add Zone
Set up a zone by county
Step 1: Zoom in so you see the map in a county-level view
Note: at the top of the screen you see the Level is shown as "County." This view allows you to choose one or multiple counties in a zone.
Step 2: Select the counties that should be included in the zone.
Please note: when selecting multiple states and/or counties, the states or counties must have adjoining borders.
Step 3: Enter a name for the Zone
Step 4: Select a color for the Zone
Step 5: Click Save Changes
Set up a zone by circle area
Step 1: Click the Circle Area button on the top
Step 2: Select your center point and drag out (the radius will display in miles)
Step 3: Name your Zone
Step 4: Select a color for your Zone
Step 5: Click Save Changes
Set up a zone with a drawn area
Step 1: Click on the Draw Area button on the top
Step 2: Draw the zone using your mouse to create your points
Step 3: Be sure to close the area so that you have one enclosed Zone
Step 4: Name your Zone
Step 5: Select a color for your Zone
Step 6: Click Save Changes
CLICK HERE for the article on assigning zones
CLICK HERE for editing new and existing users