How to Add & Edit Visit Plan

 Visit plan adding is much important if you want to analysis the visit percentage from Schedule Call. Let's see how we can do it.

Kindly remember that you can add visit plan by Day, Weekly, Biweekly, Monthly, Quarterly & Yearly basis. But you have to add visit plan from backend only for Weekly & Biweekly. If anybody is maintaining Daily or Other Basis then please let them propose visit plan from mobile app. You just have to accept their plan or you can make edits to their proposal.

Let's see how we can add visit plan by weekly and biweekly basis.

⇉ Visit Plan Adding [ Weekly & Biweekly ]

• Click on Tracking. Go to visit plan
• Click on Add

• Type visit plan name. You can type areas name for example.
• Select timespan Weekly[Recurring after 7 days] or Biweekly[Recurring after 15 Days ].
• Select the Day.
• Select reporting time.
• Select Expiry dates for this plan.
• Most importantly select territory. It is wise to type route name based on the name of territory which you are selecting.
• Type the person name to assign. You have to select user ID here.
• Click on Save to finally save it.

Note : Suppose, One SR have 3 routes and he is going 2 times in a week on his routes. Suppose, Saturday's route is repeating on Tuesday as well. You can Select Saturday & Tuesday on a single SAVE.

⇉ Edit Visit Plan

Route plans can be changed anytime. You can make edits if you face any changes.

• Filter route name by person wise or name wise. Crosscheck user name because some areas name can be same in Bangladesh.
• Click on edit as marked on Image. You can find it on very right side.

• Cross the days if you want to change the days. Select your required days after crossing.
• If you want to change the person then change the person from Assign To.
• If you want to inactive this plan then make Active off.
• Click on SAVE to save your changes finally.