Unplan a route

There are several possibilities to unplan a route. Just follow the steps below:

From the “Map” tab

Note: To unplan a route, the route must be unlocked. When it is locked, click on “…” and “Unlock routes”.

1

Go to the “Map” tab of the “Organize” module.

2

Click on the button

to display the bar on the right side of the screen.

3

Identify the route to unplan from the list.

4

For this route, click on “…” and “Unplan the route”.

5

Click on the blue “Confirm” button.

From the “Routes” tab

1

Go to the “Routes” tab of the “Organize” module.

2

Identify the route to unplan in the table.

3

Click on “…” and “Unplan the route”.

4

Click on the blue “Confirm” button.

From the “Agenda” tab

1

Go to the “Agenda” tab of the “Organize” module.

2

Identify the agent for whom the route must be unplanned.

3

Click on “…” and “Unplan the route”.

4

Click on the blue “Confirm” button.

Note: The appointments of the unplanned route can be assigned to other routes. You can click on the blue “Build routes” button or assign unplanned appointment to a specific agent by clicking on the red “View list” button located in the “Appointments have been scheduled for this day but are not integrated with tours” box. From the panel displays on the right side of your screen, you can click on “…” and “Assign to an agent”. Then repeat this process for each unplanned appointments. You must select an agent among those proposed in the drop-down list and click on “Add”.