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Copy & Optimise Visits

With the Copy visits tool, you can create daily rosters faster by simply copying and pasting visit plans from a similar day in the past.

  1. Go to Visits
  2. Click on Actions button in the right top corner of visit planning and choose the option Copy Visits                              
  3. Choose the right day to copy based on the percentage match (This estimate gives you the degree of correspondence between visit plans in the past and visits in today’s planning) 
  4. Click on Accept to copy the chosen day

The Optimise visits tool allows you to automatically fill your calendar

  1. Go to Visits
  2. Choose the date on which you want to optimise visits
  3. Click on Actions button in the right top corner of visit planning and choose the option Optimise Visits
  4. Click on Optimise.
  5. If needed, changes can be easily done to the optimised visit plan manually.

 

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