Route Planning Regions – Create & Manage Regional Hierarchies

Regions allow you to define and organize your service territories into a structured hierarchy, giving your team a clear framework for managing coverage areas at every level, from broad top-level markets down to specific neighborhoods or districts. This is especially useful for route planning and optimization, as well as assigning the right resources to the right areas. This guide walks you through everything you need to configure, manage, and visualize your Regions on a map.

Add Regions – Configure Regional Hierarchies

To create a new Regions, go to “Database” > “Regions” from the Navigation Menu and click the “Add Regions” button, then follow the steps described below.

Open Your Regions Page

Create A Top-Level Region

Start by creating a Top-Level region. To do this, complete all mandatory fields:

1. From the “Parent Region” field, select “Top-Level region (no parent)” from the pull-down menu.
2. From the “Region Type Field“, select the Region type from the pull-down menu.
3. In the “Region Name” field, enter a name for the Top-Level Region so it’s easily identifiable in your list.

Optionally, complete any additional steps described in the table at the end of this section, then click “Save” to finish.

Create A Sub-Region

Next, create one or more Sub-Regions for the Top-Level Region. Again, complete all mandatory fields:

1. From the “Parent Region” field, select the Top-Level Region this Sub-Region belongs to.
2. From the “Region Type Field“, select the Region type from the pull-down menu.
3. In the “Region Name” field, enter a name for the Sub-Region so it’s easily identifiable in your list.

Optionally, complete any additional steps described in the table at the end of this section, then click “Save” to finish.

Create A Sub-Region (Level Three)

You can also create Sub-Regions (Level Three) for each Sub-Region:

1. From the “Parent Region” field, select the Sub-Region this Sub-Region (Level Three) belongs to.
2. From the “Region Type Field“, select the Region type from the pull-down menu.
3. In the “Region Name” field, enter a name for the Sub-Region (Level Three) so it’s easily identifiable in your list.

Optionally, complete any additional steps described in the table at the end of this section, then click “Save” to finish.

Create A Sub-Region (Level Four)

Finally, you can create Sub-Regions (Level Four) for each Sub-Region (Level Three):

1. From the “Parent Region” field, select the Sub-Region (Level Three) this Sub-Region (Level Four) belongs to.
2. From the “Region Type Field“, select the Region type from the pull-down menu.
3. In the “Region Name” field, enter a name for the Sub-Region (Level Four) so it’s easily identifiable in your list.

Optionally, complete any additional steps described in the table at the end of this section, then click “Save” to finish.

Region Configuration – Field Reference Table

Manage Regions – Organize And Maintain Regional Data

Once your Regions are set up, you can search and update Region details, configure how data is displayed, and visualize territories directly on the map.

View And Edit Regions – Search, Filter, And Edit Region Details

To view and edit Region details and data:

1. Use the “Search” field and Filters options, described in the table below, to locate specific Regions.
2. Click the Arrow next to a Top-Level Region to view all of its associated Sub-Regions.
3. Click “Edit” to modify a Top-Level or Sub-Region’s details.
4. Click the Down Arrow to delete an entry.

Customize Region Data Columns – Manage Data Table Layout

To view Regions data and customize the Data Table:

1. Click the Columns Icon in the upper-right corner.
2. Check the boxes next to the Data Columns you wish to view. Data Columns are described in the table below.
3. Drag the Data Columns into your preferred order
4. Click “Apply” to save.

Visualize Regions On A Map – Explore Territories With The Regions Map

Click the Map Icon to open the Regions Map, from which you can:

1. Click the Full Screen Icon to enlarge the Map View
2. Click the Gear Icon to select the Map Type and Map Layers you wish to see.
   – Select “Regions” to view color-coded territories. Top-Level Regions are shown by default. Click on a Sub-Region to display it instead.
   – Select “Labels” to view details about the Top-Level Region (i.e., its associated Sub-Regions, ZIP codes, Regions Types, and more).
3. Right click on a Region to view additional details about it.