Headquarters
Pages
  1. Open an office and invite its owner
  2. Maintain territories and office coverage
  3. Review enquiries needing office allocation
  4. Maintain published brand pages
  5. Review settings, audit and operational requests
  6. Screen reference
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Guide › Headquarters › Maintain territories and office coverage

Optimus HealthUser guide

Headquarters

Maintain territories and office coverage

Keep the mapped coverage and effective dates used to allocate brand-site enquiries.

Before you start: Sign in as Headquarters. Have the approved area and effective dates before saving a coverage change.

Headquarters4 steps

Review the territory register

Headquarters

Territories

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Review the territory registerFull-page screenshot ↗

1Step 1 of 4

What to doOpen Offices → Territories. Use the coverage and status filters to find an area needing work.

Result to check

The register shows territory status, whether an area is drawn and the office holding it.

Headquarters · User guide01

Prepare a territory

Headquarters

Add territory

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Territory name, code, status and effective datesFull-page screenshot ↗

2Step 2 of 4

What to doChoose Add territory and enter its name, short code, status and effective dates. Check these details before saving.

Result to check

After a successful save, the territory can be given its coverage boundary. Opening the form alone creates no territory.

Headquarters · User guide02

Draw and review the coverage

Headquarters

Edit territory

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Saved overlap, territory details and coverage-map toolsFull-page screenshot ↗

3Step 3 of 4

What to doOpen the existing territory's edit map. Use Add another area, Add a rectangular area or Reshape an area as needed, then review the full boundary and effective dates before saving.

Result to check

If the save succeeds, the territory uses the saved polygons and effective dates. Separate areas can be represented by separate polygons.

Headquarters · User guide03

Associate the territory with the right office

Headquarters

Edit franchise

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Office territory, network and capacityFull-page screenshot ↗

4Step 4 of 4

What to doOpen the office's edit form, select the intended Territory and review the office details before saving.

Result to check

A successful save associates that territory with the office. Brand enquiries are allocated to territories held by active offices.

Headquarters · User guide04
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  2. 2Maintain territories and office coverage4 steps · Headquarters
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