Existing Meetings
If user has selected ‘Consider Existing Meetings’ in the Auto Scheduling card, the Appointments, Bookable resource bookings etc. saved in CRM owned by the selected users will be listed here. User can also change the Meeting type of Onsite meetings to Offsite. They can further deselect the listed meetings or Activities they do not want to consider and also filter the meetings based on specified values.
User can choose one among the options under ‘Select Meeting’, i.e. All Meetings, Appointments, Service activities or Bookable resource bookings to view the same in the list below that. Admins can also select the Activities within the Default Configuration Detail records that are needed to be considered here while Considering Existing Meetings.
Once the User clicks on ‘Proceed’ a route based on user/resource selected will get planned and a schedule will be displayed on the calendar along with the plotted routes on map and a trip summary will get displayed for first-day schedule.
Consider a field rep, Mark, representing a pharmaceutical brand utilizing the schedule for his business trip. An Auto-Scheduling Calendar along with a Trip Summary Panel and a map with the travel route on it makes understanding the planned schedule easier for him. The resource legend is maintained the same for the route, the meeting details, and the trip summary. This makes visualization quick, especially for users on the go. Mark can also get quick access to the navigation directions and be aware of his next destination, in advance. He has the knowledge of the total distance he would be traveling in a day or every day for a week and also the total time of this travel. Overall, Mark will be better equipped with a proper plan, and directions, and be punctual for the meetings.
Auto-Scheduling Calendar-
The Auto-Scheduling Calendar on the left shows the schedule for the day/week of different users. Each individual user can be selected and an optimized schedule for them will be displayed. The meeting details as well as the allotted time slots can be viewed. The user can choose from the drop-down option available on the tool bar of the Calendar panel and view the schedule for day/week. An optimized route corresponding to the schedule in the calendar is plotted over the map. Every user is automatically assigned a specific route legend and the route is displayed in user specific colors for easy readability.
Though the map has routes plotted for all the users in the calendar, the route for the user currently selected is zoomed in the map view.
Though the map has routes plotted for all the users in the calendar, the route for the user currently selected is zoomed in the map view.
Note: The default view of the meetings and the route is of the first user added to the list
Trip Summary-
The Trip Summary panel on the right shows the scheduled meetings for the day for the selected user It includes information about the origin and destination. The destination is assigned to the record that is hosting the meeting.
For instance, if the first meeting starting at 8 AM requires the user to start from his office, the office location (A) would become the origin and the meeting location (B) would be the destination. For the next meeting, the first meeting location (B) would then become the origin and the next meeting location (C) would be the destination. This pattern continues throughout for all the scheduled meetings.
The total number of meetings of the day, total time taken to travel to each of those meetings and all the meetings of the day, the total distance traveled for individual meetings and all the meetings scheduled is all shown on this panel.
The origin and the destination of the multiple meetings are denoted by alphabets which are referenced on the route map as well. In case of a day’s view, the route legend at the bottom shows the color codes for different users.
Turn-by-turn navigation directions can be seen when clicked on the down arrow below a meeting slot.
In case of display being selected for a week, the trip summary is displayed for the first scheduled day. The route legend for the next scheduled days of the week is shown at the bottom. When the user manually clicks on the next scheduled day of the week in the calendar, the corresponding trip summary of that scheduled day is seen with total travel time and distance for the selected user.
Note: A change in the Entity Map shall reflect a change in the Title Attribute given to the destination
Last modified 3mo ago