Region Planner for Resources — FieldAx Help Guide

The Region Planner allows you to quickly update a service engineer’s working region for any specific day or week. The system automatically handles conflicts, updates region membership, and prevents overlapping assignments.

 

Accessing the Region Planner #

• Step 1: Open the Service Engineer Record #

  • Go to App Launcher → FieldAx → Service Engineer Record
  • Open the record of the engineer whose region assignment you want to change.

 

• Step 2: Scroll to Region Planner #

  • At the bottom of the engineer’s record, locate the Region Planner section.

 

• Step 3: Review the Default Week #

  • The planner automatically displays the current week.
  • You can switch to any week using the week selector.

 

Select the Week and Date #

• Step 1: Choose a Week #

  • Use the arrow buttons to move to the week where changes are required.

 

• Step 2: Select the Day #

  • Click the specific date you want to update.
  • The system will check if the engineer already has a region assigned for that day.

 

Region Assignment Conflict Handling #

If the engineer already has a region assigned on that selected date, FieldAx displays a conflict notice:

Region Assignment Conflict – Warning

Actions Available #

• Cancel → Keep the existing region.
• Replace Assignment → Assign the new region for the selected date.

 

Saving Region Updates #

• Step 1: Replace Assignment #

  • If you want to proceed with the new region, click Replace Assignment on the popup.

 

• Step 2: Save Changes #

  • After selecting the region, click Save Changes in the Region Planner.
  • The system updates the engineer’s region assignment accordingly.

#

System Splits the Regions Automatically #

Based on the selected days:

• It creates new region membership records only for the selected days.
• Remaining days will retain the original region assignment.

Example: Mid-Month Region Change

Below is an example based on a real scenario from the release workflow:

Scenario

A service engineer is originally assigned to Region A for the entire month of September.

Required Mid-Month Update

The engineer needs to work in Region B for two days in the middle of the month.

 

How the Region Planner Handles It

1. 1st–14th → Region A
2. 15th–16th → Region B (new dates selected in the planner)
3. 17th–30th → Region A (Planner automatically resumes original region)

 

System Automation

• It creates new region membership records for the selected days.
• No manual adjustments or record editing is needed.