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Journey plans
Schedule recurring customer visits, submit plans for approval and manage changes without losing visit history.
Journey Plans is an optional add-on. Customers, individual visits and field reports are included in Core; see Plan and review field work. Enable the add-on and assign planning and approval permissions before scheduling recurring work.
Prepare and submit
- Open Field Operations → Journey plans on the web. Employees with permission can prepare their own plans in mobile Field work; managers can plan for employees within their scope.
- Choose weekly, fortnightly or monthly recurrence and the plan dates.
- Place customers in the intended order for each scheduled day.
- Preview the itinerary and resolve scheduling issues before submitting for approval.
Fortnightly schedules begin with the week containing the start date. Monthly dates that do not exist in a month are skipped. Copy day to… on the web or Copy day on mobile replaces the selected days' customers with the source day's route, in order.
Approve and generate visits
Reviewers use the shared approval inbox on the web or Approvals on mobile. They can narrow the approved date range before approving. An active approved plan generates visits through the server scheduler within that approved range.
In Settings → Journey plans, authorized users set the maximum plan length and how far ahead visits are created, which defaults to 30 days. If visits do not appear, check the approval period, active status and scheduler. View visits opens the visits generated for a plan.
Revise, pause and resume
A draft or pending revision does not stop the previous approved schedule. Approval replaces the earlier schedule and its planned future visits; rejection leaves the previous approved schedule running. Editing a revision awaiting approval withdraws its approval request.
Pause a plan to stop its future schedule. Editing a paused plan keeps it paused. Manually rescheduled or reassigned visits preserve those adjustments, but cannot be started while the plan is paused. Visits already in progress can still be finished. Refresh downloaded visits after pausing or resuming before working offline.
A generated visit can be rescheduled only within the approved dates for its plan revision. Remove customers from open plans before reassigning or archiving them. Disabling the add-on removes plan pages; visits already generated remain as ordinary planned visits.