Last Updated: December 04 2023
How to Use Zones
Overview
In Simpro Premium, a zone is a geographical area used to schedule efficiently and minimise travel time for technicians.
After zones are set up, they can be assigned to a site, employee, contractor, or plant item.
For example, if you assign a zone to a site, then create a job for that site, you can only view and schedule technicians assigned to that zone.
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In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:
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To edit a zone:
- Go to System
> Setup > System Setup > Zones.
- Click the zone you wish to edit.
- Make changes as required.
- Click Save.
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To delete a zone:
- Go to System
> Setup > System Setup > Zones.
- On the zone you wish to delete, click the
icon.
- Click OK.
To delete multiple zones at once:
- Go to System
> Setup > System Setup > Zones.
- Select the check box for the zones you want to delete, or select Select All.
- Click Delete.
- Click OK.
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To assign a zone to a site:
- Create a new site, or open an existing site card file.
- Under Profile > Details, click the Zone field and select a zone from the drop-down list.
- Adjust the rest of the site details as needed.
- Click Save and Finish.
To assign a zone to a site through a customer card:
- Create a new customer, or open an existing customer card file.
- Click the Sites tab.
- Click the site you wish to assign a zone to.
- Under Profile > Details, click the Zone field and select a zone from the drop-down list.
- Adjust the rest of the site details as needed, then click Finish.
- Adjust the rest of the customer details as needed.
- Click Save and Finish.
Learn more in How to Manage Sites.
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To assign a zone to an employee or contractor:
- Create a new employee or contractor, or open an existing employee or contractor card file.
- Go to Profile > Schedule > Zones.
- Select from the Zones drop-down list as required.
- Select a Zone Default if required. When the employee / contractor views the schedule, the schedule filters for resources assigned to the default zone.
- Adjust the rest of the card file as needed.
- Click Save and Finish.
If you have a large number of zones, avoid assigning them to one employee at one time.
Learn more in How to Manage Employees and How to Create Contractors.
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To assign a zone to a plant item:
- Create a new plant item or open an existing plant item.
- Under Details, ensure the Enable Scheduling check box is selected.
- Click the Schedule tab.
- Click a zone in Available Zones to add it to Assigned Zones.
- Adjust the rest of the plant item as needed.
- Click Save and Finish.
Learn more in How to Create Plant Items.