Module guide
Review territory coverage, representative ownership, map context, and territory-level performance. Creation and simulation live inside the same module family.
These workflows describe how the visible customer workspace is intended to be used.
Open the list or detail view to inspect ownership, map context, and current coverage.
The simulator compares managed workload scenarios without changing live territory ownership until you decide to act elsewhere.
Coverage reflects the share of the visible operational scope reached inside a territory.
Covered screens
`/territories`, `/territories/new`, `/territories/simulate`, `/territories/*`
Escalate only if the runtime label does not match your deployment posture.
These areas usually carry the next action, source record, or downstream evidence.
Search the governed HCP directory, inspect detail context, manage notes, and launch controlled imports when your role allows it.
Plan, review, approve, and inspect field routes. This module covers the planner itself, the daily plan workspace, and historical route replay where that capability is supported.
Manage cycles, targets, forecasts, reconciliation, incentive review, route-coverage posture, and workforce continuity approvals.
Monitor active field sessions, governed check-ins, continuity signals, and same-day execution evidence for the selected organization.