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> Validate the completion of an appointment from the web interface

31 July 2020
Categories
Performance analysis
Tags

Support > Performance analysis > Validate the completion of an appointment from the web interface

  Validate the completion of an appointment from the web interface

For completed routes, it is possible to validate or cancel orders that have not been confirmed by the field workers. Just follow the steps below:

Note: To be displayed in the route history (D+1), the field worker must at least touch the “Start route” button from the mobile application. The routes that have not been started will not be displayed in the “Route report” tab.

1
Go to the “Route report” tab of the “Analyze” module.
2
Select the date on which the routes were completed via the date picker in the top left-hand corner of the interface.
3
Identify the route for which an appointment must be marked as done or cancelled.
4
Click on “…” and “Route’s detail”.

5
In the “Done” column, identify the appointment to mark as done or cancel.

Note : To mark as done or cancel an appointment from the AntsRoute interface, it must be in the state “Scheduled” (in blue).

Mark appointment as done

6
Click on “…” and “Mark done”.

7
Fill in the information below:
  • Done comment ;

  • Extra fields (when defined beforehand).

8
Click on the blue “Confirm” button.

Note: When marked as done, the order is displayed with a green background.

Cancel appointment

6
Click on “…” and “Cancel”.

7
Fill in the information bellow:
  • Comments ;

  • Cancellation reason.

8
Click on the blue “Confirm” button.

Note : When cancelled, the order is displayed with a red background at the bottom of the list.

Related articles 🔍

> Access the statistics of routes
> Generate service reports
> View the history of orders for a particular customer
> View the history of appointments for a given field worker 
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    •       

    • Enterprise

      • Privacy Policy
      • Terms of service
    • Product

      • Appointment scheduling
      • Route optimization
      • Field workers tracking
      • Push notifications
      • Service reports
      • Route reporting
      • Online booking site New

      • Pricing
    • Integrations
      • WooCommerce

      • Prestashop

      • Zapier New

      • Google Calendar

    • Solutions

      • Parcel delivery
      • Fresh produce delivery
      • Merchandise delivery
      • Fuel and gas delivery
      • Equipment installation
      • Repair and maintenance
      • Cleaning service
      • Home healthcare
    • Definitions

      • Route optimisation
      • Route optimisation software
      • Route optimization benefits
      • Route planner
      • Transport software
      • Field service management
    • Resources

      • Blog
      • Testimonials
      • Help center
      • API Rest
      • Contact us