Editing Zones

Learn how to modify existing service zones - their properties and boundaries.

Selecting a Zone to Edit

You can select a zone in two ways:

1. Click on the map: Click directly on a zone polygon
2. Click in the list: Click a zone name in the left panel

The selected zone will be highlighted, and an editor panel will appear.

Editing Zone Properties

With a zone selected, you can modify:

| Property | Description | |----------|-------------| | Zone Name | Descriptive name for the zone | | Driver | Who services this zone | | Day | Which day the zone is serviced | | Color | Display color on the map |

To Edit Properties:

1. Select the zone
2. Click the property you want to change
3. Enter the new value or select from dropdown
4. The change appears as "unsaved"
5. Click Save Changes when done

Editing Zone Boundaries

To modify the geographic boundary of a zone:

Method 1: Edit Boundary Mode

1. Select the zone
2. Click Edit Boundary button
3. The zone vertices become draggable points
4. Drag points to new positions
5. Click Done Editing when finished
6. Click Save Changes

Editing Tips:

• Move a point: Drag any vertex to a new location
• Add a point: Click on an edge between vertices
• Delete a point: Right-click on a vertex (minimum 3 points)

Method 2: Redraw the Zone

For major boundary changes, it may be easier to:

1. Note the zone details (name, driver, day)
2. Delete the zone
3. Create a new zone with the correct boundary

Bulk Property Changes

To change properties for multiple zones:

1. Select the first zone
2. Make your changes
3. Click Save Changes
4. Repeat for additional zones

Tip: For bulk driver reassignment (like when a driver leaves), contact support for assistance.

Reassigning Drivers

When a driver changes routes:

1. Select the zone to reassign
2. Change the Driver dropdown to the new driver
3. Click Save Changes
4. Repeat for all affected zones

Changing Service Days

To move a zone to a different day:

1. Select the zone
2. Change the Day dropdown
3. Click Save Changes

Consider the impact on route efficiency when moving zones between days.

Undoing Changes

Before Saving:

• Click Discard to undo all unsaved changes
• Or refresh the page (unsaved changes will be lost)

After Saving:

• Changes are permanent once saved
• Check the Audit Log to see what changed
• You'll need to manually revert by editing again

Audit Trail

All zone edits are automatically logged:

• Who made the change
• What was changed
• When it happened
• Old and new values

View the audit log in the Audit Log tab.

Best Practices

1. Make one type of change at a time: Don't mix boundary and property edits
2. Save frequently: Don't accumulate too many unsaved changes
3. Review before saving: Double-check changes in the unsaved list
4. Document major changes: Add notes in your internal documentation
5. Coordinate with team: Let others know about significant route changes

Troubleshooting

Can't select a zone

• Make sure you're clicking inside the zone boundary
• Zoom in if zones are small
• Check if another zone is overlapping

Changes won't save

• Check your internet connection
• Make sure you have edit permissions (Admin or Owner role)
• Try refreshing and making the change again

Boundary edit points won't move

• Make sure you're in "Edit Boundary" mode
• Click directly on the vertex point
• Try zooming in for more precision