Working of Area Of Service

Users can create Service Area in an Individual Detail Map by using 6 ways-

by File, by Proximity, by Region, by Drawing, by Territory & By Overlay. Let us consider by Proximity.

After creating the shape, the user can select the shape using align tool & right-click over it to select the Area of Service option to assign Service Area for individual records.

Once the area is assigned, the map can be refreshed to see the assigned Service Area for individual records.

Using the Area of Service template, the user can see the records that lie within the created Service Area. For example, doctors can see patients' records which are falling under their service region.

There are two ways to save the Area of Service template,

1. Using the Area of Service tab, which is configured by the user,

2. Using Plot cards either by location or by region on the individual map

Plotting a Shape Layer on the created Service Area. This can be done by clicking on the ‘Show Region Boundary’ on the right