Assign a Recurring Route Plan to an Employee

Schedule recurring customer visits based on a route plan to an employee.

  1. Go to Web App > Navigation Menu > Routes.

    The Assigned Route Plan page appears.

  2. Click Assign corresponding to the route plan you want to assign from the sidebar.
    Assigna Route Plantoan Employee 1
    If you prefer, you can also click ASSIGN, and select a Route Plan from a drop-down in the next step.
  3. From the Employee dropdown, select an employee to whom you want to assign a route plan.
    Assigna Route Plantoan Employee 2
  4. In the From field, select the start date of the selected route.
    Assigna Route Plantoan Employee 3
  5. Select the This is a recurring route assignment checkbox.
    Assigna Recurring Route Plantoan Employee 1
  6. Optional: From the Frequency dropdown, change route frequency to Monthly, if required.
    Assigna Recurring Route Plantoan Employee 2
  7. Optional: Select a different From date, if required. It defaults to the from date specified in an earlier step.
    Assigna Recurring Route Plantoan Employee 3
  8. Optional: Enter (or use up-down control to increment/decrement) how many route plan assignments should be created ahead of time.
    Assigna Recurring Route Plantoan Employee 4
  9. Click Assign.