How to create routes, saved them and assign them automatically.
Hellotracks allows you to create routes, save them and automatically assign them to your team automatically.
The first step is to have a sequence (route) ready and assigned. In other words to assign multiple Jobs to a member that we may want to assign on a recurrent basis.
Once you have a sequence (route assigned) simply click on 'More' and chose 'Save sequence as'.
Enter a name for the sequence and click ' Save'. You can check the box 'This is a private sequence' so none on your team has access but you. You can leave the box unchecked and assign owners so that other operators can see and manage this sequence.
Your sequence is now saved! You can always 'Load the sequence' any time directly from the Dispatch table, simply click on 'More' and chose 'Load Sequence', see image below:
In order to automatically assign recurrent sequences, go to the Jobs table and click 'Recurrent Sequence'
Select the sequence you can to recurrently assign to a member, simply click 'Select' next on the sequence.
Select the member you will be assigning the sequence to and the days of the week you want this member to automatically receive the sequence.
You can select a day of the week so that you member receives this sequence on a weekly basis.
You can click the 'Plus" icon to open the calendar an add specific dates.
You can always edit your sequences at any time!