Schedule

Question 1

1107 What kind of value can the customer expect from schedule function?

Answer 1

a) In addition to the visit, mgrs wants to check the quality - i.e., to review plan vs actual. Often the case, some FS are visiting customers nearby frequently and not having constant visit to all customers or making random visits
b) Managers wants to direct FS to visit specific customers and view the result easily
c) For some customers especially with distance travels, they want to calculate transportation cost in advance

Question 2

1075 Can field staff edit plans after creation?

Answer 2

FS can always edit Time, Repeat and Note. For other fields, it depends on quote ;Addition and Deletion of future schedule from mobile app& quote; settings on company page. Managers can choose from:

• Allowed
• Allowed except for today (after 1st visit)
• Allowed except for today
• Not allowed

Question 3

1074 Can I approve plan after field staff created?

Answer 3

No but managers can check, edit and delete plans made by field staff anytime.

Question 4

1182 Give us typical example of how non-FMCG customers use schedule function. It should include the objective of using Schedule function

Answer 4

Schedule visit by field staff monthly or weekly.
In agrochemical industry, since long trips happen, field staff plan for a month or month depending on last visit date and agreed follow up timeline with customers
Objectives are to follow harvest cycles and to achieve agreed follow up with customers.

Question 5

1199 How can I check #plans of upcoming week of each field staff?

Answer 5

For next 7days, you can always check in dashboard. If you know more, go to schedule summary and view upcoming.

Question 6

1181 Give us typical example of how FMCG customers use schedule function. It should include the objective of using Schedule function

Answer 6

Case1: Schedule visits by field staff and minimum #plan per day
Staff submit weekly schedule in advance and if it does not reach to minimum requirement, staff cannot start day.
Field staff also check outstanding balance of credit.
Objectives are to ensure daily number of visit and manager check business cycle separately.

Case2: Schedule visit by manager at the beginning of month
Manager compose monthly schedule and imported to SENRI
Manager have specific visit planning every month to maintain business cycle.

Case3: Repetitive route
Manager can set repetitive route every quarter and staff can just follow predetermined route.
Unplanned visits can be restricted in this case.
Objectives are to maintain business cycle for especially existing customers.

Question 7

1264 What kind of plans are counted in schedule summary?

Answer 7

The number of plans in schedule summary doesn’t include deleted plans, as well as duplicated plans.
It’s the number of active plans with unique customers.