Complete a Route Plan

Complete a route plan by completing the visits in a route plan.

  1. Tap the more icon and select the Route plans option in the navigation drawer.
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  2. Tap a route plan.
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    Switch to TODAY'S/FUTURE tab, or change sort order to locate the right route plan.
  3. Tap the check in Signin Icon icon to start a customer visit.
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  4. In the Confirmation dialog, tap Check In.
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  5. Tap the add activity baseline add black 48dp icon to record activities against the customer visit.
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  6. Tap the activity you want to perform.
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  7. Fill in the activity form, and then tap Save.
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  8. In the confirmation dialog, tap Save.
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  9. After completing the activity form, tap the COMPLETE <CUSTOMER> VISIT button to end a customer visit.
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  10. In the Confirmation dialog, tap OK.
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  11. After completing the activity, tap Check Out.
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  12. In the Confirmation dialog, tap Yes.
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  13. Repeat above steps to complete other customer visits.
  14. After completing all the customer visits, tap Complete Route.
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