Schedule a visit from a template

Use a visit template to schedule one visit containing the activity types defined by that template. This article is for managers and assumes the visit template is already available.

Note

Required role: Manager

Schedule a visit from a template

1. Open Scheduler and select Plan visit.
2. Drag a template from the Planning sidebar onto the required day.
3. In New Visit, set the location, date, start time and end time.
4. Choose the Assignees.
5. Adjust the number of jobs for each activity under Jobs by Activity.
6. Select Schedule.

Add a one-off job

You can add an ad-hoc job to a template-based visit unless the visit is set to repeat.

1. In New Visit, select Add job.
2. Select an activity.
3. Select Choose location.
4. Select Add job in the Ready to add card.
5. Select Schedule.

Create recurring visits

Use recurring visits when the same template visit must be planned several times.

1. In New Visit, switch on Create recurring visits.
2. Set the Frequency to Daily, Weekly, Monthly or Yearly.
3. Set Repeat every to a value from 1 to 12.
4. Set Number of occurrences to a value from 2 to 100.
5. Review the projected dates and job totals, then select Schedule.

Create recurring visits is not available when the visit was opened from a recommendation card. Recurring visits do not allow per-activity amounts or ad-hoc jobs. Each generated visit gets its job amounts from the Control Schema for its own date.

Important behaviour

• A template's activity list is fixed for that occurrence. You cannot remove an activity type, but you can reduce its jobs to zero.
• An activity type backed by a rotation plan cannot be reduced below the points selected by that plan.
• Setting an activity type to zero applies only to the current visit. The work remains due and receives no job in this visit.
• Templates store activity types, not job counts. The next visit starts with the count calculated by the Control Schema for its date.
• If pre-filled assignees do not have access to the selected location, they are removed. If Assignees is empty, select an assignee before scheduling; Schedule remains disabled until at least one is set.
• Dates that are already in the past are not created as part of a recurring series, so the series can contain fewer visits than requested.

Video walkthrough

1. 1Scheduling a Visit from a Visit Template

2. 2Understanding and Managing Visit Templates