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  1. Select the resource by clicking the Select Resource for Routing drop-down and select the technician.
  2. Use the Bing Maps polygon drawing tool located at the top left of the Map View to draw a shape on the map. 
  3. Click the drawing tool and then click once on the map to set the first point on your shape.
  4. You now have a line that will follow your mouse on the map.
  5. Click on the map again to set another point. 
  6. Repeat step 3 to add as many points as you'd like.
  7. After clicking the final point, press the ESC key on your keyboard to be prompted to add the unscheduled appointments to the technician's route. Appointments that are already scheduled are not added to the list.  

    Note

    If you use Firefox, you may need to click

    in

    on the shape and press the ESC key on your keyboard.

  8. You can edit the technician's route by dragging the appointments or using the icons at the top of the route list. See Viewing and Optimizing Routes.

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