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Accessing the Journey Plan Settings Section #

  • Click the Activity menu item.
  • Click the Schedule menu item.
  • Click the Settings menu item.

Routes #

Adding a Route #

Adding a Route Manually #

NOTE:

All fields marked with an asterisk * are mandatory to fill.

  • Click the + button.
  • Fill in the required info.
  • Click Save to confirm.

Adding Routes in Bulk #

NOTE:

Please use this option to add many Routes at the same time. Once the import has been successful, you will be notified by email.

  • Click the Import button.
  • Click Add from the dropdown.
  • Download the import template.
  • Fill in the required info on the excel template.
  • Click the Browse button, locate and select the updated template sheet.
  • Select whether to add missing data or replace all by your upload.
  • Click the Add button and confirm the popup.

Editing a Route #

  • Click on the Edit icon to be taken to the Route details page.
  • Complete the required edits.
  • Click Save to confirm.

Deactivating/Activating a Route #

To deactivate a Route:

  • Click the Check icon and you will be prompted with a confirmation box. 
  • Click the Deactivate button to confirm.
 

To activate a Route: 

  • Click the Show All checkbox to see all Routes. 
  • Click the X icon and you will be prompted with a confirmation box.
  • Click the Activate button to confirm.

Editing/Deactivating/Activating Routes in Bulk #

NOTE:

Please use this option to modify many Routes at the same time. Once the import has been successful, you will be notified by email.

You can deactivate Routes in bulk using the same method of updating. The last column in the Excel template is Active. If you would like to deactivate or re-activate the Route, change the value per Route to either No or Yes respectively.

  • Click the Import button.
  • Click Update from the dropdown.
  • Download the import template.
  • Edit the required info on the excel template.
  • Click the Browse button, locate and select the updated template sheet.
  • Click the Update button and confirm the popup.

User Routes #

Accessing the User Routes Section #

Click the User Routes tab.

Adding a User Route #

Adding a User Route Manually #

NOTE:

All fields marked with an asterisk * are mandatory to fill.

  • Click the + button.
  • Fill in the required info.
  • Click Save to confirm.

Adding User Routes in Bulk #

NOTE:

Please use this option to add many Routes at the same time. Once the import has been successful, you will be notified by email.

  • Click the Import button.
  • Click Add from the dropdown.
  • Download the import template.
  • Fill in the required info on the excel template.
  • Click the Browse button, locate and select the updated template sheet.
  • Select whether to add missing data or replace all by your upload.
  • Click the Add button and confirm the popup.

Editing a User Route #

  • Click on the Edit icon to be taken to the User Route details page.
  • Complete the required edits.
  • Click Save to confirm.

Deleting a User Route #

WARNING:

You cannot restore a User Route once deleted. Use with caution.

  • Click the Delete icon.
  • Confirm the popup.

Editing/Deleting User Routes in Bulk #

NOTE:

Please use this option to modify many User Routes at the same time. Once the import has been successful, you will be notified by email.

You can delete User Routes in bulk using the same method of updating. The last column in the Excel template is Delete. If you would like to delete the User Route, change the value per User Route to either No or Yes respectively.

  • Click the Import button.
  • Click Update from the dropdown.
  • Download the import template.
  • Edit the required info on the excel template.
  • Click the Browse button, locate and select the updated template sheet.
  • Click the Update button and confirm the popup.

Branch Visits #

Accessing the Branch Visits Section #

Click the Branch Visits tab.

Adding a Branch Visit #

Adding a Branch Visit Manually #

NOTE:

All fields marked with an asterisk * are mandatory to fill.

  • Click the + button.
  • Fill in the required info.
  • Click Save to confirm.

Adding Branch Visits in Bulk #

NOTE:

Please use this option to add many Branch Visits at the same time. Once the import has been successful, you will be notified by email.

  • Click the Import button.
  • Click Add from the dropdown.
  • Download the import template.
  • Fill in the required info on the excel template.
  • Click the Browse button, locate and select the updated template sheet.
  • Select whether to add missing data or replace all by your upload.
  • Click the Add button and confirm the popup.

Editing a Branch Visit #

  • Click on the Edit icon to be taken to the Branch Visit details page.
  • Complete the required edits.
  • Click Save to confirm.

Deleting a Branch Visit #

WARNING:

You cannot restore a Branch Visit once deleted. Use with caution.

  • Click the Delete icon.
  • Confirm the popup.

Editing/Deleting Branch Visits in Bulk #

NOTE:

Please use this option to modify many Branch Visits at the same time. Once the import has been successful, you will be notified by email.

You can delete Branch Visits in bulk using the same method of updating. The last column in the Excel template is Delete. If you would like to delete the Branch Visit, change the value per Branch Visit to either No or Yes respectively.

  • Click the Import button.
  • Click Update from the dropdown.
  • Download the import template.
  • Edit the required info on the excel template.
  • Click the Browse button, locate and select the updated template sheet.
  • Click the Update button and confirm the popup.

Branch Activity #

Accessing the Branch Activity Section #

Click the Branch Activity tab.

Adding a Branch Branch Activity #

Adding a Branch Activity Manually #

NOTE:

All fields marked with an asterisk * are mandatory to fill.

  • Click the + button.
  • Fill in the required info.
  • Click Save to confirm.

Adding Branch Activities in Bulk #

NOTE:

Please use this option to add many Branch Visits at the same time. Once the import has been successful, you will be notified by email.

  • Click the Import button.
  • Click Add from the dropdown.
  • Download the import template.
  • Fill in the required info on the excel template.
  • Click the Browse button, locate and select the updated template sheet.
  • Select whether to add missing data or replace all by your upload.
  • Click the Add button and confirm the popup.

Editing a Branch Activity #

  • Click on the Edit icon to be taken to the Branch Activity details page.
  • Complete the required edits.
  • Click Save to confirm.

Deleting a Branch Activity #

WARNING:

You cannot restore a Branch Activity once deleted. Use with caution.

  • Click the Delete icon.
  • Confirm the popup.

Editing/Deleting Branch Activities in Bulk #

NOTE:

Please use this option to modify many Branch Activities at the same time. Once the import has been successful, you will be notified by email.

You can delete Branch Activities in bulk using the same method of updating. The last column in the Excel template is Delete. If you would like to delete the Branch Activity, change the value per Branch Activity to either No or Yes respectively.

  • Click the Import button.
  • Click Update from the dropdown.
  • Download the import template.
  • Edit the required info on the excel template.
  • Click the Browse button, locate and select the updated template sheet.
  • Click the Update button and confirm the popup.

Field Descriptions #

Field Name

Field Description

Name*

The Route name.

Alt Name

(Alternative Name)

The Route type name in the secondary language. This will be used when field reps or admin users switch to the alternative language.

Active

A checkbox to allow you to deactivate or activate this Route.

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