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  1. Choose the resource by clicking the Select Resource for Routing drop-down and selecting 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 are using Firefox, you may need to click in the shape and then press the ESC key on your keyboard.


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

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The shape that you've created can be edited by clicking and dragging the circles (or handles) that display on each corner and mid-line of the shape. Press the Escape key on your keyboard to select the appointments.

Deleting a shape

You can delete a shape by clicking the eraser icon that displays next to the drawing tool or you can use the Escape (ESC) key on your keyboard

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