Schedule

Question 1

1106 For customers interested in introducing Schedule function, what SENRI team needs to know?

Answer 1

We need to know the following to recommend how to use the function

1. Who will set schedule by field staff themselves or managers
   
   1. In case of field staff
      1. Cycle of schedule e.g. set every day morning or set next week schedule by the end of Friday
      2. Minimum #daily plans: manager can decide minimum #daily plans so Field Staff cannot start recording visit before Field Staff set minimum #daily plans in order to prevent Field Staff to forget planning
      3. Decide restriction of adding and editing plan: Field Staff cannot change past data but we have 4 settings on adding and editing
         1. Allowed
         2. Allowed except for today (after 1st visit)
            1. Good fit with minimum #daily plan since Field Staff need to set plan before 1st visit
         3. Allowed except for today
            1. Field Staff need to set plan by previous day
         4. Not allowed
      4. Allow unplanned visit or not
   2. In case of managers
      1. Cycle of schedule e.g. set weekly repetitive route at the beginning of quarter or set daily plans and weekly repetitive route every month
      2. How to set up schedule
         1. Input on SENRI web
         2. Use import format on web
      3. Allow field staff to add or edit plans
      4. Allow unplanned visit or not
2. How to review
   1. Check plan summary or dashboard to know how much schedule set in coming days
   2. Check plan summary to know how much schedule is visited as schedule
   3. Receive weekly email report to summarise plan of the previsou week

Question 2

1107 What kind of value can the customer expect from schedule function?

Answer 2

a) In addition to the visit, mgrs wants to check the quality - i.e., to review plan vs actual. Often the case, some FS are visiting customers nearby frequently and not having constant visit to all customers or making random visits
b) Managers wants to direct FS to visit specific customers and view the result easily
c) For some customers especially with distance travels, they want to calculate transportation cost in advance

Question 3

1074 Can I approve plan after field staff created?

Answer 3

No but managers can check, edit and delete plans made by field staff anytime.

Question 4

1075 Can field staff edit plans after creation?

Answer 4

FS can always edit Time, Repeat and Note.
For other fields, it depends on “Addition and Deletion of future schedule from mobile app” settings on company page. Managers can choose from:

• Allowed
• Allowed except for today (after 1st visit)
• Allowed except for today
• Not allowed

Question 5

1076 Can I set multiple plans for one customer in a day?

Answer 5

It is possible but regarded as one plan in schedule summary or dashboard.
You are still able to check each plans for each Field Staff below;
Activity & plan > Schedule > click the name of Filed staff

Question 6

1131 What is Minimum Number of Plans?

Answer 6

Field staff cannot records any visit unless # of plans exceed the preset number.
If you do not want to restrict, set as 0.

When you use this restriction, “Addition and Deletion of Future Schedule on Mobile App” should be “Allowed” or “Allowed except for todayís schedule (before the 1st visit)”.

Company which want to strictly control # daily visit will use this function