Minimum Version Required: 23.01
Steps
Situations may arise when you need to add an unscheduled customer stop or an assignment to your plan for the day. In Encompass Mobile, this is called adding an unscheduled event.
1. Start by navigating to the My Day screen. Then, tap the plus button at the bottom.
2. A pop up will display asking what type of event you want to add.
Customer Interaction - Used for customer specific interactions (Presell, delivery, merchanising, etc.)
Other Assignments - This is used when adding events that are not related to a customer such as a pre or post trip survey, lunch, or other activity not related to a customer.
Customer Interaction
1. Search for and tap Customer
2. From the Add New Event menu, tap the Activity button.
3. Tap the activity for the customer stop.
4. Optionally you can adjust the other settings such as Start and End time or tap the checkmark to save.
5. On the My Day screen, the new customer event is then listed with the other events.
Other Assignments
1. From the Assignment menu, tap the Assignment you want to add.
2. Tap checkmark to save.
3. On the My Day screen, the unscheduled assignment is then added to the list of events.