One holder of one territory seat (Position) for one period, labelled Resource Position on screen. A seat's history is its set of these records; the one with an empty Effective To is the open one. A handover closes the current record with Effective To and adds a new one from the same date. Periods of the same seat may not overlap. Saving, re-dating or deleting a record immediately sets Resource on the seat's routes to the current holder and moves the seat's open, not-started plans dated today or later to that holder, except plans assigned to someone who never held the seat. Future-dated records take effect on routes and existing plans only through the daily Position-based route assignment job.
Fields
| Field | Label | Type | Required | What it does |
|---|
AssignmentReason | Assignment Reason | MultiLineText | | Why the seat changed hands, for example transfer, exit or leave cover. Free text, not used by any process. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | | |
EffectiveFrom | Effective From | DateAndTime | | The first day the executive holds the seat. Defaults to today when left empty. A future date means the record does not hold the seat yet. |
EffectiveTo | Effective To | DateAndTime | | The day the executive stops holding the seat; they do not hold it on this date, so the next holder can start on the same date. Empty means the current holder. Must be after Effective From. |
ExecutiveResourceId | Resource | Lookup → Resource | | The executive who holds the seat in this period. Required on save, and never filled in automatically with the creating user. One executive may hold several seats at once. |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | A label for the record. If left empty it is set to 'Assignment' followed by the UTC date and time of saving. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PositionId | Position | Lookup → Position | | The seat this record is for. Required on save. |
RecordTypeId | Record Type | Guid, hidden | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit in page. |
EditInList | Edit | EditInline | Edit In List Header |
New | New | New | New |
