Reschedule Visits in Bulk

Reschedule Visits in Bulk 

What’s New

The new Reschedule Visits in Bulk feature provides increased flexibility for rescheduling by allowing you to efficiently adjust work tickets that depend on a visit that requires rescheduling. This feature gives you the option to reschedule all affected visits simultaneously using a rescheduling assistant. 

It can be applied to sequenced and time-based work ticket visits within an opportunity. With just a few clicks, you can manage all your rescheduling tasks while retaining critical information such as route assignments and visit duration, ensuring a smooth transition and avoiding  conflicts. Additionally, you can include all days or exclude weekends and Fridays for scheduling availability. 

Key Feature

Rescheduling task tool: This feature helps you select applicable work ticket visits after you designate the first visit to reschedule. It automates rescheduling options that recognize availability constraints and route assignments, making the process more efficient and reducing the likelihood of errors.

Requirements

To use this feature, you need to activate the following permissions:

• Full Access to Schedule Board

• Bulk Reschedule Visits permission

Accessing the Reschedule Visits Feature

1. Select the Scheduling from the Main Menu.

2. Navigate to the day containing the first visit that needs rescheduling, right-click, and select Reschedule Visits.

 Keep in Mind

You will not see this feature if:

• You do not have the required permissions.

• The visit is on a recurring schedule.

• The visit is classified as a Quick or As Needed.

• The visit occurred before the current date.

Using the Reschedule Visits Tool

1. Choose a new date for the first selected visit. 

2. Select the work tickets associated with the visits you must move to accommodate the new visit date. You will then see a preview showing the new dates to the right of each visit within a selected work ticket. 

   Keep in mind

   • Routes and times will remain the same for all visits.

   • By default, you cannot remove the work ticket for the first rescheduled visit since it is the reason for the bulk rescheduling. 

   •  All visits within a selected work ticket are rescheduled together.  The spacing between work ticket visits will be preserved during the rescheduling process.

3.  Save your changes.

   Keep in mind

   1. After saving, visits are locked. You can only make more visit changes after the rescheduling process is complete. Refresh the schedule board after a few minutes to view the adjustments.

   2.  A message stating Reschedule processing… will appear on the visit tile on the schedule board to indicate that the process needs to be completed.

FAQ