You may assign a default counselor for a territory, set the territory rank configuration, select easy or complex territory configuration, indicate if alphabetical or ZIP Code ranges will be necessary, etc.
This window is used to enter configurations for a territory and to allow territory movement for each component.
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You may assign a default counselor for a territory, set the territory rank configuration, select easy or complex territory configuration, indicate if alphabetical or ZIP Code ranges will be necessary, etc. |
The Next Territory Component column is displayed only if the TERRITORYCONFIG characteristic on the Configure Function window is set to C (Complex Territory Configuration).
When you select the type of territory configuration, this window opens and displays a column for that type along with the Counselor Initials column and the Next Territory Component column [if the TERRITORYCONFIG characteristic on the Configure Function window is set to C (Complex Territory Configuration)]. The following table identifies the type columns:
Sort |
Explanation |
Example(s) |
*ALPHA |
Territories are assigned to counselors using an alphabetical range (read more . . .) |
If you enter A, candidates whose last name begins with A could be assigned to Jake Smith. If you enter AC, candidates whose last names begin with A, B, or C could be assigned to Joe Hill. |
*CANDTYPE |
Territories are assigned to counselors by Candidacy Type. |
Freshmen could be assigned to Ann Smith; International, Becky Jones; Transfers, Mark Johnson; etc. |
*COUNTRY |
Territories are assigned to counselors by country. The Country value is from the AddressMaster table where the ADDRESS_CODE is the current address code specified in the NameMaster table. |
Candidates from the United States could be assigned to Ann Smith; England, Becky Jones, etc. |
*COUNTY |
Territories are assigned to counselors by county. The County value is from the AddressMaster table where the ADDRESS_CODE is the current address code specified in the NameMaster table. |
Within the state of Virginia, the counties of Rockingham and Augusta could be assigned to Ann Smith; Fairfax and Loudoun, Becky Jones; Henry and Floyd, Mark Johnson; etc. |
*ORG |
Territories are assigned to counselors by organization. |
Candidates from Turner Ashby High School could be assigned to Ann Smith; John Tyler High School, Mark Johnson; Gainesboro Christian School, James Haynes; etc. |
*PROGRAM |
Territories are assigned to counselors by program. |
All potential English majors could be assigned to Ann Smith; Nursing, Becky Jones; Business Administration, Mark Johnson; etc. |
*STATE |
Territories are assigned to counselors by state. The State value is from the AddressMaster table where the ADDRESS_CODE is the current address code specified in the NameMaster table. |
All candidates from Virginia could be assigned to Ann Smith; North Carolina, Becky Jones; Maryland, Mark Johnson; etc. |
*ZIP |
Territories are assigned to counselors by ZIP Code. The ZIP value is from the AddressMaster table where the ADDRESS_CODE is the current address code specified in the NameMaster table. |
All candidates with a ZIP Code in the range of 10001-10051 could be assigned to Ann Smith; 10052-20000, Becky Jones; 20001-20051, Mark Johnson; etc. |
*DIVISION |
Territories are assigned to counselors by division. |
All candidates who have the candidacy type of G (graduate) could be assigned to Ann Smith; candidacy type of U (undergraduate), Becky Jones; candidacy type of S (seminary), Mark Johnson; candidacy type of T (transfer), James Haynes; etc. |
*LOCATION |
Territories are assigned to counselors by location. |
All candidates who would attend the North Campus could be assigned to Ann Smith; South Campus, Becky Jones; North Campus, Mark Johnson; etc. |
The Territory Configuration window displays the entire territory configuration by all types. The following columns are displayed:
Territory Configuration (Easy)
Territory Configuration (Complex)