Trip Plan
What is the Trip Plan
The Trip Plan organises a day's work by linking orders, activities, drivers, and trucks; the weekly view is for consultation.
Before you start
The daily Trip Plan is used when you need to link the day's work to the available people and trucks. Prepare the orders you want to assign first.
How to do it
- Open Trip Plan
- Select the date
- Add drivers and trucks
- Link the orders
- Choose the activities
- Save
What happens next
The saved plan brings together the day's activities. To show them in the Mobile App, use Inform Drivers after checking the assignments. The weekly view lets you consult seven days; to edit work, open the relevant day in the daily view.
Good to know
If something does not work
If you cannot complete a step, first check the date, assigned resources, and warnings. Tell support which activity you are adding and the message displayed.
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